Find a CEA

Max believes that his friends, clients and customers deserve the very best that life has to offer.

He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.

“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.

I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.

“I want the very best for the people who put their trust in me”

Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.

Max’s certifications and expertise include;

International Property Specialist

Resort and Second-Home Property Specialist

Seniors Real Estate Specialist

I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.

Justin has been in the financial services industry since 2004 and during that time has held many different positions all the way from working in the mail room Financial Horizons (a life insurance brokerage) to owning and operating a successful financial planning practice, Hamilton Financial Inc. Justin successfully sold Hamilton Financial in 2017 but continued to practice financial planning in addition to holding the position of Sales Director for all Southwestern Ontario for Financial Horizons.

Justin is a Certified Financial Planner and looks to offer clients sound financial planning advice with a goal of providing peace-of-mind to his clients with a strong focus on risk management, retirement and estate planning needs. Justin graduated from the University of Western Ontario with a degree in Sociology. Justin has a post-graduate certificate in Professional Financial Services from Fanshawe College. Along with having his life insurance licence and full securities licence, Justin has earned his Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC) designations.

Justin is an avid sports fan who loves to attend, watch and play many different sports throughout the year including hockey, skiing and golf to name a few. If you do not find Justin in the gym by 7am he is more than likely at the family cottage on Georgian Bay.

Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner. 

Anne is a financial
advisor with RGF Integrated Wealth Management, and has been with the firm since
1997. She specializes in wealth accumulation and retirement planning, with a
focus on generating – or preparing to generate – a comfortable level of income
in retirement by integrating the use of various pension entitlements and
investment assets.



Estate planning issues are an intrinsic part of wealth accumulation and
retirement planning, and can be addressed either as a matter of course or separately,
depending on the requirements for each individual client.

Jane Handforth, LLQP, CEA

An insurance broker with a holistic approach to your finances, utilizing insurance as the foundation to protect your assets and investments. 

Simplifying the complex, empowering families through education to make informed decisions. 

Offering a complete range of insurance and investments.

Tim Hansen, B.Comm.,
CFP® is a recognized
financial educator, author, speaker, a co-creator of the Abundant
Retirement Process TM, and a wealth advisor at Sutton Wealth Planning, whom you may have seen in Thrive magazine and at speaking
engagements for Family Business Association Saskatoon, Praxis School of
Entrepreneurship and the national Advocis conference. For the past
several years, Tim has been a mentor in the Raj Manek Mentorship Program, which
pairs experienced business mentors with young entrepreneurs.

Tim
has been helping successful families and business owners with their retirement
planning to preserve, protect and pass on their wealth for over 15 years. In
addition to his role as a partner and wealth advisor with Sutton Wealth
Planning Tim
is also a Pension Advisor Sutton Benefits & Pension Inc. working alongside
his wife Andrea to help businesses build toward their total rewards business
strategies.

Tim’s believes that
when your wealth is in control of you, the experience of confusion, fear and
worry is something you have the power to take that control over to fulfill your
dreams.  And he is passionate about
helping his clients achieve a unique impact, while enjoying lifestyle freedom
and peace of mind about their wealth.

Originally from
Theodore, Saskatchewan, Tim graduated from the University of Saskatchewan in
2001 with a Bachelor of Commerce. Tim is a member of Advocis, as
well as the NSBA, Chamber of Commerce, and Benefits Alliance.

Tim and Andrea have
two children, Victoria and Broderick. Tim enjoys being involved in
his children’s activities and has coached both of them in minor
hockey. As an avid sports fan, Tim’s favorite teams are the
Vancouver Canucks, and the Saskatchewan Roughriders, where he is a season
ticket holder, and he enjoys taking in as many games as possible. He
also plays hockey recreationally, and he is known for his powerful skating
stride and soft hands around the net.

In his spare time, Tim
enjoys many outdoor activities, from hunting, fishing, boating, hiking and
skiing, many of which they enjoy together as a family at their cabin at Fishing
Lake. Tim also enjoys the arts, collecting coins, drawing, painting
and dabbling in photography, as well as reading personal development
books. Tim tries to keep everything light through his keen sense of
humour, and he puts those around him at ease through his easy-going and
fun-loving nature.

Van Hansen is a leading real estate broker with the full-service boutique brokerage Apex Results Realty Inc. serving Halton & Hamilton. Say hello.. move forward with more™

Situated as my clients' Chief Wealth Officer, I focus on creating independence and building legacy for  individuals and families. As a financial planner, insurance advisor and investment advisor, I am able to blend different areas of expertise to serve my clients through four segments - Wealth Maximization, Risk Mitigation (insurance), Investment Management, and Estate Counsel. Alongside the CEA designation, I have also achieved and maintained my Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of CSI (FCSI) credentials. I strive to differentiate myself by working with "non UHNW" clients, and instead engaging with mass affluent individuals and families, as I consider this segment's wealth interests to be severely underrepresented.

For more than 23 years, I’ve seen the positive impact of wealth planning and the drawbacks of not having a plan in place. This is why I’m driven to help individuals and families engage in planning conversations and attain wealth wellness—the clarity that comes from financial awareness and the confidence to manage life’s planned and unplanned events.

My vision is that advice is accessible to all, and people will be proactively involved in their wealth planning journey and continuously take action. I believe we achieve this by encouraging people to take ownership of their financial well-being, providing opportunities for continuous learning, and by complementing multi-disciplinary advisors with digital tools. My mission is to inspire people to connect wealth goals with their vision and values, and achieve wealth wellness through knowledge, planning and taking action.

I have been a Financial Advisor with Edward Jones for 26 years.

I built a business from zero into a thriving business providing peace of mind for successful people and families, helping many at this point achieive their goals and dreams.

I took the Canadian Securities Course many years ago as well as the PFP course which is now WME.