Find a CEA

Based in Grande Prairie, Alberta; I serve a select group of families, businesses & institutions across Canada. My team and I ensure you receive personal, genuine care as we work in partnership to help preserve and protect generational wealth. By working exclusively with a limited number of clients, I ensure each family receives the time and strategic insight they deserve and expect. 

The reason I pursued the CEA designation is that more of my conversations with clients center around effective, clear, estate strategies. No one wants to leave their loved ones with an unorganized burden when they pass from this life. I gained this designation to help my clients clarify their plans and to help executors who are not yet clients with a clear action plan as they carry out the wishes of those who entrusted them with their final wishes.

I am a Registered Person, regulated by the Canadian Investment Regulatory Organization. My designations include Certified Executor Advisor (CEA). My qualifications include the Canadian Securities Course, Life License Qualification Program & the Wealth Management Essentials program. 

My services include:

Wealth strategies

Retirement income strategies

Wealth Preservation 

Estate and Legacy strategies

Business Owner considerations

With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me to offer holistic financial planning advice to my clients as a Senior Financial Planner with TD Wealth Financial Planning since 2014. I look forward to exploring estate planning, tax planning and investment strategies and solutions with you as we work together towards your unique financial goals.

I am a seasoned business executive with over 30 years of experience as a founder and COO in the workplace health and safety industry. 

With my entrepreneurial background, I possess some unique insights and first hand experience into the needs and concerns of self-employed individuals and small business entrepreneurs where it pertains to succession planning. 

I have had the opportunity to be a named executor on 3 occasions, with each one presenting unique and interesting challenges that I navigated to successful closure. 

I thrive on the challenge and variety that estate administration brings.  It gives me profound satisfaction to see the pieces of the puzzle come together and share in the relief it brings to families to see their loved ones legacies fulfilled. 

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.