Find a CEA

I have been working in the financial industry for the last 20 years, licensed in Ontario and Quebec.

I am fluently bilingual in English and French.  

Being able to understand and assist my clients is paramount for me. 

My goal is to make sure all information we discuss is clear and well understood.

Here to assist you with your needs!

Adam Funnell is the President of Funnell Insurance Group Ltd., where he leads a team dedicated to providing comprehensive insurance, financial planning, and asset management solutions. Holding the Chartered Life Underwriter (CLU), Certified Health Specialist (CHS), and Certified Executor Advisor (CEA) designations, Adam specializes in advanced financial strategies tailored to each client’s unique needs.

He works closely with individuals, families, and business owners to design customized plans that align with their goals. From optimizing retirement income and planning estates to structuring insurance for succession and legacy purposes, Adam is committed to bringing clarity, creativity, and integrity to every client relationship.

In the business over 40 years, CLU, CFP, CHFC, CHFS, CHS, EPC, CPCA.    Deal in the older age market - most clients are seniors.    Licensed to sell money and life products.     

Sim Gakhar is a results-driven financial advisor inspiring tremendous change in businesses , individual insurance and investment planning. Sim has great passion for working with people, and providing solid solutions to their financial problems.

Born in Delhi, India to parents who were teachers, and collectively a family of teachers, she took up the teaching mantle herself including earning her Bachelors in Education and Masters degree in Sociology. Subsequently, she realized she wanted to do more in the financial field, especially Insurance. Today, she has gained strong qualifications such as her Certified Health Specialist (CHS) and Elder Planning Counselor (EPC) designations. Her discovered purpose drives her to help these clients take ownership of their financial futures, helping people at all levels of income and every stage of life because investing for the future is one of the most important things people can do for themselves and their families. Sim has qualified for the prestigious Million Dollar Round Table and is an active member of Advocis (The Financial Advisors Association of Canada.)

Clients highly appreciate her patience, innovative ideas, ability to analyze situations and provide reliable solutions for their financial situations.

Email: sim@simgakhar.com
Website: http://simgakhar.com

Financial Planning

An Unbiased, Conflict-free advisor to help you in your Financial matters. I have been helping Canadian families since 1998 in their Tax matters, Risk Management (Insurance) and Investments. Lot of my clients now are phasing into succession planning stage and their heirs (Executors) are looking for guidance in settling Estates. And I would like to offer my services helping you to ease your pain during the process of Estate Management. 

CLU,CHS, CEA

My wife, Najia, and I reside in Milton with our two children, Aliza and Azhaan. I thrive on physical and mental fitness, which is why I am big on sports and anything fitness related, including hiking and swimming.

When I was working on my undergraduate and post-graduate degrees at Rhodes University in South Africa, I became interested in investing. That interest soon grew into a passion. Today, there are few things I enjoy more than helping my clients, friends and family broaden their investment knowledge and using my knowledge to positively impact their lives.

After joining the financial services industry, I served in various roles with global fund managers in South Africa, Kenya, and Canada. In 2016, I was voted amongst the "Top 40 Money Managers in Africa," which placed me in the top 1 percentile of the industry.

I decided to join Edward Jones for two primary reasons. First, Edward Jones places the interests of their clients first, just as I do. Second, I was attracted to the many tools they offer that enable me to help my clients to identify and work toward meeting their long-term goals. I appreciate that it provides my clients with an alternative to dealing with the multitude of banks that dominate the Canadian wealth management landscape.

I would like to put my investment knowledge to work for you. Please contact me, so I can introduce you to the many investments and services Edward Jones offers.

Chad Gardeski, CEA^®,DFSA™

My practice is based on honesty, integrity, and good old
fashion hard work. My team and I partner with individuals and their families,
business owners, professionals, and farmers to reach their financial goals.

Whether you have the assets to retire in the next few years
or have the ambition to grow your wealth well into the millions, our team will
partner with you to achieve your most important goals! We will help get you
there sooner, and partner with a variety of experts to accelerate your path to
financial independence.

We do money differently than you have likely experienced in
the past and use a holistic approach to financial planning that includes tax
considerations, estate planning, and intergenerational wealth transfer. We care
about you, your family, your business, and the multitude of life goals that are
most important to you. With the advances in technology, I can exceed my
client's expectations across Canada and currently serve clients in Alberta,
British Columbia, Nova Scotia, and Ontario.

Prior to joining the firm, I spent a very successful 24 years
in the forestry sector where I worked with large companies and governments to improve
their economic, social, and environmental performance. I also had the
opportunity to support Indigenous communities by partnering with them to evaluate
the economics of establishing sustainable forestry related businesses. During
that time, I was a client of Edward Jones and experienced the benefits of
robust financial guidance and planning. I am so very proud to be able to
provide that same experience to those that are not receiving the level of
service that they deserve.

My experience has taught me that the foundation of successful
relationships is trust and integrity, the same foundation upon which my team has
built our successful practice.

We need to have a conversation, one that I am more
than happy to host for you, your family, business partners, or your employees!

Services:

Financial strategies

Retirement Income Strategies

Business Owner Strategies

Legacy and Estate Strategies

Disability Savings Plans

Life Insurance and Long-Term Care