Find a CEA

Patrizia has been working in the financial industry since 1996.  She earned her Certified Financial Planning Designation in 2006. Patrizia spent  13 years working as a Financial Advisor.  She is currently in Compliance working as a Branch Manager.

Eddy Jalbert

Realtor & Professional Property Manager

Team Compass | RE/MAX Lifestyles Realty

Eddy Jalbert is a dedicated real estate professional and trusted Property Manager specializing in the management, stabilization, and strategic disposition of residential and small commercial properties — particularly those involved in probate and estate proceedings.

He works directly with estate lawyers, notaries, executors, and families to protect and preserve real property assets during sensitive transition periods. Eddy understands that when a property becomes part of an estate, it requires structured oversight, neutral communication, financial transparency, and disciplined coordination while legal matters are being resolved.

His services for estate and probate files include:

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  Securing and stabilizing vacant or tenanted propertie

• Full-service property management during probate administration



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  Rent collection, accounting, and reporting appropriate for legal files

  
  


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  Coordination of maintenance, repairs, and insurance compliance

  
  


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  Managing tenant matters in accordance with the Residential Tenancy Act

  
  


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  Preparing properties for sale once court approval or family agreement is obtained

  
  


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  Overseeing estate clean-outs and contractor supervision

  
  


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  Providing clear documentation for legal and court review

  
  

Eddy is known for his steady, professional approach in emotionally charged family situations. He maintains neutrality while protecting asset value and ensuring all communication remains structured and documented. Lawyers and notaries rely on him to step in promptly, bring order to the property, and reduce liability exposure while the estate is administered.

Whether the objective is to maintain income-producing property during probate or prepare an inherited asset for market, Eddy provides disciplined management, transparent reporting, and decisive execution.

When real property becomes part of an estate, it should be professionally managed — not left unattended.

You have dreams and financial goals as individual as
you are.

At MBI Financial, we are dedicated to the financial
security of our clients to support these goals and have been for over 35 years.

Whether this means retirement or investment planning
advice, insurance to protect your family and wealth, registered disability
savings plan or an education savings plan for your child, we have the
strategies to provide for your future while protecting your today.

I found my groove helping financial advisors help themselves, therefore bettering their own lives plus the lives of their clients, their families, their partners and everyone down that domino chain.

Around here, we focus on behaviours and feelings — learning how to interpret, work and thrive with them.

It took 20 years in the brokerage industry, a masters in counselling and psychology and even a fromager certificate (yes, I love and studied the art of cheese, but don’t ask me to make it!) plus a pandemic to really put my finger on the issue that plagues finance professionals. Your pressures aren’t limited to the market, client goals and brokerage needs. Let’s be honest — life happens. The risks you’re trying to mitigate involve so much more than what your typical CE course addresses. And I’m the kind of person who isn’t afraid of having these weird and difficult conversations (no judgement here!). Which is why, as an educator and mental health professional, I built an entire practice around helping you get through all this funky business.

Let's talk

I am a professional financial advisor focused on full cycle financial planning from the cradle to the grave, make sure every client has suitable plan for each period, your choice makes your life more easier, trust me to bring you a bright future. 

With over 20+ years of experience in government and executive administration, Lisa started her own business in 2014. For the past 11 years, Ross Street Agency Inc. has assisted small businesses, non-profits and individuals with various executive administration, HR, communications and government relations issues.  After receiving her CEA in 2024, Lisa started an end of life and estate planning business called "A Matter of Life and Death" (www.amatteroflifeanddeath.ca). Lisa earned an MPA in Public Administration from Western University and an undergraduate BA in Geography and Political Science also from Western. Lisa is able to assist anyone in the Southwestern Ontario area in person, or virtually. 

Holly is an Masters prepared Registered Nurse and MBA Graduate from the Haskayne School of Business in Calgary, AB. She has over 20 years of experience in the healthcare field, and is currently a Professor of Nursing in the areas of Seniors and Community Health. 

Holly works with marginalized and vulnerable populations as a Designated Capacity Assessor for the Alberta Office of the Public Guardian and Trustee. Holly is knowledgeable, approachable, efficient and responsive, with the ability to travel across the province and country as required. She is a strong advocate, working diligently and ethically to ensure a thorough, dignified and expeditious experience for clients and families.