Find a CEA

Supervisor, Registered Plan Administration

With over 35 years of advising clients on financial and estate matters including insurance, investments,  wills and POA support. I  focus on a holistic approach to individual/ family changing needs and solutions at every stage of life. 

Full service Wealth advisor helping clients build and preserve wealth using holistic financial planning. Holds the CFP and CIM designations. 

Jaryll is the Founder of Maxxentum Inc. and started Maxxentum to guide Executors and surviving family members in order to help alleviate the confusion and stress by supporting them through the steps of settling an Estate. 

With over 35 years of experience, Jaryll has dedicated 26 years to funeral services, following a successful banking career. 

As a Certified Executor Advisor, she combines financial acumen with compassion, aiding grieving families and Executors in estate settlement. 

Jaryll's diverse background uniquely positions her to navigate end-of-life complexities, offering empathetic support. Her commitment to staying current in the field is evident in achieving the Certified Executor Advisor designation. 

Passionate about easing others' burdens, Jaryll brings a wealth of knowledge to assist families through the challenging process of estate settlement.

I have my CFP and CLU designations with over 35 years in the financial planning industry as Senior Advisor. I work with a team of 8 (1 additional senior advisor, 2 associate advisors & 4 administrative staff)

Investment management and services are sold via our dealer "Investment Planning Counsel "  and insurance product & services via PPI Advisory.

Working with families, small business owners to  provide " A lifetime of informed financial decisions".

Full-Service Financial Planner servicing the St.Albert, Alberta area for over 20-Years.

As Partner at Sage Sfera, I help executors,
beneficiaries, and estate professionals navigate the human side of estate
administration. As a CEA with an Executive Certificate in Conflict Management
(Windsor Law) and a B.A.Sc. in Chemical Engineering (U of T), I pair structured
problem-solving with an insightful, supportive approach—helping executors and
families navigate duties, decisions, and delicate conversations with clarity
and confidence.

Drawing on a proven record of turning vision into actionable
roadmaps, coordinating diverse stakeholders, and long-term entrepreneurial
success, I excel at aligning diverse viewpoints and moving complex projects
forward. Whether clarifying roles, untangling ownership issues, or guiding
difficult family conversations, I create structured, respectful processes that
protect both assets and relationships. Clients value my calm, intuitive
leadership style and the tailored strategies I design to deliver enduring,
collaborative outcomes across estates and family enterprises.

Kim has worked for over 42 years in the financial services industry as an executive focused on workplace retirement and savings plans.  Recently retired herself from full-time work, she is now focused on helping individuals who have experienced the loss of a loved one. Whether you are a first time executor and are feeling overwhelmed, or are simply looking for a little help, Kim is available to walk you through every step of the estate settlement process. Duxbury & Associates is an advice only financial planning firm, that doesn't sell products and is free of conflicts of interest. The firm focuses primarily on helping Canadians understand their retirement readiness and how to effectively draw income during their retirement years. 

Growing up, my parents instilled the value and importance of saving. As a young man, portions of my allowance and wages were always put aside "for a rainy day". I was taught that hard work and discipline are an integral part of personal and professional success.

As a financial advisor, I have found a career that allows me to help others in a gratifying and productive manner. I believe that educating and explaining financial concepts is incredibly important for my clients, and I strive to make those concepts understandable. I hold the Certified Financial Planner® designation.

I enjoy getting to know my clients, understanding what they are trying to achieve, and creating a personalized plan to help them achieve their goals. Whether it's planning for retirement, saving for post-secondary education, or ensuring that loved ones are protected and taken care of, understanding my clients' goals and needs is my highest priority.

Our office serves clients all over Ontario. Whether you have recently moved to the Collingwood area or are a long-time resident, I would be happy to speak with you about your investment and financial needs.

Many of our clients are in Collingwood and the surrounding areas of Thornbury, Wasaga Beach, Stayner, The Blue Mountains, and Barrie.

When not in the office, I love to spend time with my wife and two daughters. One of our favourite past times is skiing together as a family in the Collingwood area.