Find a CEA

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Sanjay Gupta had a passion for "Financial Freedom for all" and made this his PURPOSE and then his life's PROFESSION.

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Equipped with a wealth of experience in attracting and retaining customers and building long-term relationships with ETHICS with UNBIASED and Comprehensive Financial Advice, he is growing exponentially with a team to be proud of at Mode Money Managers Inc.

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Every client is a VIP and gets the utmost care and diligence with a relationship that has cascaded to even the next generation for many.

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Blessed to have high-net-worth clients in Canada and overseas and humbly managing millions in investments with the right advice to families for Insurance, Risk mitigation, and Life dreams.

We strive to continuously update, upskill and upgrade ourselves to a good understanding of the world financial markets and welcome the change we want to have for Financial Freedom for ALL.

Canadian and US CPA with over five years of experience in taxation across public practice and industry. Experience includes corporate, individual, partnership, and trust tax compliance, along with tax provision work and exposure to U.S. and international tax matters. Has worked with complex structures and private enterprise groups, with a strong focus on technical accuracy, compliance, and practical application of tax rules.

*Views expressed are my own.

I am a mediator and lawyer, with 23 years of litigation experience. In addition to practising estate administration and estate litigation, I have a experience in several other areas of law, including Occupiers Liability, Employment Law and Real Estate disputes.

I hold the Qualified Mediator (Q.Med) designation through the Alternative Dispute Resolution Institute of Canada. I am also a member of Mediate BC's Associate Civil Roster.

I provide compassionate and realistic advice, representation and mediation.

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

Dedicated to helping my clients and their families reach their financial goals and providing knowledge and the means to protect them and their families futures.

Financial Advisor Assistant – Raymond James

Amanda brings a vibrant energy and a wealth of diverse experiences to her role at Raymond James. A graduate of the University of Calgary with a Bachelor of Fine Arts, she recently completed her licensing with the Canadian Securities Institute and earned her Certified Executor Advisor (CEA) designation through the Canadian Institute of Certified Executor Advisors.

With a strong commitment to lifelong learning, Amanda is passionate about helping clients navigate the complexities of estate and legacy planning. Her CEA designation enhances her ability to support individuals and families as they take on executor responsibilities, ensuring they feel informed, prepared, and supported every step of the way.

Rooted in Calgary, Amanda is deeply connected to her community. She’s happily married to her high school sweetheart and is a devoted parent to two young children. Outside of work, she enjoys yoga, golf, and creating unique artwork from reclaimed wood—bringing creativity and care into everything she does.

Amanda’s dynamic background and dedication to client service make her a valued resource for those planning their legacies with intention and clarity.

I work for one of the largest Credit Unions in Manitoba 

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 about legacy planning.

Offering a complete range of insurance and investments.