Find a CEA

I work with business owners, health care professionals, retirees, as well as established families seeking professional guidance transferring wealth to the next generation. I specialize in wealth strategies, business owner considerations, business owner retirement plans, retirement income strategies, and estate and legacy considerations.

I was born and raised in Williams Lake, BC. My mom and late father were self-employed and operated a mobile home and log hauling company. I have an entrepreneurial spirit and identify with business owners largely due to the values my parents instilled in me from an early age. I have two loyal Rhodesian Ridgebacks, Nala and SeaTac, and my hobbies include fitness, nutrition, hiking, biking, and hockey.

At Edward Jones, I am fortunate to be supported by our home office teams, including investment and technology professionals, who provide a depth of knowledge to help us ensure that we are providing you with the most current and comprehensive guidance. Our firm has received numerous awards for our client-focused service.

Naomi English, BA (Econ), FCSI,CIM 

Associate Wealth Advisor at CIBC Wood Gundy

I have been working in the financial industry for over 25 years and can honestly say every day brings a new twist. We provide client centric wealth management services, this includes working with them to optimize their savings, their drawdown strategies and their future goals and legacies. In this process we coordinate with many other professionals to deliver the best advice to our clients. 

Gil is married and has three children with his wife
Carol. He grew up on a family farm at Glenavon, Saskatchewan.  The agricultural roots and strong family
influences dominate the value Gil brings to the succession and retirement
planning he specializes in for farming clients and small business owners
throughout the province. Being a CEA (Certified Executor Advisor) enhances
value for those families.

Gil gained his CLU (Chartered Life Underwriter) (1994),
CHFC (Chartered Financial Consultant) (1995) degrees from University of Toronto
and CFP (Certified Financial Planner) designation (1996) from the Financial
Planners Standards Council. The Canadian Securities Course was passed in 1995.
Gil is a Notary Public since 1998. Education and the pursuit of excellence in
financial planning for his clients is a hallmark of Gil’s career.

Outside of work Gil loves to travel, golfing, hiking,
making wine and visiting with family and friends. He has and continues
volunteer activities with Knights of Columbus, Lions Club – past board member
and officer of both, Regina Optimist Dolphins Swim Club - past board member and
officer and with Canadian Association of Farm Advisors (CAFA).

As Co-founder of The Empowered Estate, I bring over
20 years of experience as a legal administrator specializing in Wills &
Estates and Real Estate. I’ve seen firsthand how navigating the complexities of
estate administration can strain families and leave executors overwhelmed.
That’s why I’m passionate about creating a holistic approach to executor
support that empowers individuals who take on this responsibility to do so with
confidence and clarity.

I offer practical tools and thoughtful resources to help
executors and families work together harmoniously. My mission is to shift the
narrative around estate administration from one of stress and conflict to one
of preparation, communication, and trust.

Together with my business partner, a funeral director and
death doula, we combine our professional expertise with a family-focused
perspective to address not just the technical, but also the emotional and
relational aspects of end of life planning.

I am currently the Manager of Finance at Providence Care Centre in Kingston and have been with the organization for 22 years.  Looking to retire in 5-6 years and would like something to keep me occupied.  A friend of mine, a financial advisor, recommended this course to me.

I am a Financial Advisor and Financial Planner who partners with a select number of families and business owners over the long term. I don’t offer one-off advice or transactional services. My work is built on lifetime partnerships — helping people make clear, confident financial decisions as their lives evolve.

I have been working in the financial services industry since 2009, I’ve had the privilege of working closely with a select number of families and business owners through moments that truly matter: building a family, growing or selling a business, navigating divorce, settling an estate, or transitioning into retirement. These moments are rarely just financial. They require structure, perspective, and calm decision-making — and that is where I focus.

I hold the Certified Financial Planner® designation and have also earned the Designated Financial Services Advisor (DFSA™) and Certified Divorce Specialist (CDS®) credentials. I pursued these designations intentionally, to ensure I have the tools, technical depth, and ongoing education required to guide families through complex life transitions with clarity and care. Financial planning, in my view, is a disciplined, evolving process, not a single event.

My approach is personal, thoughtful, and grounded. Planning conversations take place in my Richmond Hill office, at a kitchen table, or sometimes during a walk. The goal is always the same: to turn uncertainty into a clear, practical plan people understand and trust.

In addition to my client work, I serve as a Secondary Wealth Management Leader within the leadership team at Edward Jones, contributing to the development of advisors and the advancement of comprehensive financial planning and advice.

Outside of work, I’m a father to my daughter, Ariana. Being her dad continually reminds me that money, on its own, doesn’t create peace or fulfillment — clarity and purpose do. I stay physically active through soccer, tennis, and regular training, and I maintain a daily mindfulness and reflection practice. These disciplines help me stay focused, present, and steady — qualities I believe are essential when guiding others through important financial decisions. I believe the most effective financial planning connects structure with purpose and clarity. That belief shapes both how I live and how I serve my clients.

Veteran Financial Advisor PFP designation, 27 years with Edward Jones....helping families with a farming background with their particular financial strategies..finding out what important to them and finding a way to get there