Find a CEA

I work with individuals and families in Milton, the Halton Region, and the surrounding GTA who are experiencing a significant financial transition that results in sudden wealth — such as an inheritance, property-sale, downsizing, pension pay-out, business exit, divorce, or a settlement.

Many of the individuals and families I work with have questions about how to invest a lump sum safely, minimize taxes, and build safe and reliable retirement income.

Rather than jumping into investment products, we begin by building a comprehensive, written financial plan. Together we map out your retirement income, tax-smart account structure, risk protection and wealth transfer strategy. Only once you’re clear and comfortable do we move to the investment stage.

Through Edward Jones’ in-house Client Consultation Group, you also have access to tax and estate-planning resources at no extra cost. You gain access to specialist support typically reserved for high-net-worth clients.

I meet with clients regularly each year through a consistent, structured review process, and we remain available during key life changes or market shifts.

I hold the CFP® designation and operate on a planning-first, no-pressure basis, so you can feel confident that advice is anchored to your goals — not products or commissions.

Outside the office, my family and I are proud to part of the Milton and Halton Region community. I support the Community Foundation of Halton North having previously served as a board member and chair of the investment committee, and continue to serve on two committees as a member. I also enjoy auto sports - particularly F1 and Radical racing in Ontario - and maintaining an active lifestyle. I live in Milton with my wife, Ami, and our son, Dean.

If you’ve recently come into new wealth or anticipate a major change, I’d welcome a conversation to help you protect, position and plan for your next phase. Please feel welcome to contact my office.

Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.

Property & Casualty, Living Benefits including Life and Health, your Agent serving the Ottawa, ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance (2015). My team and I enjoy fulfilling my vision to share our expertise and continue to help customers make informed choices to overcome the unexpected daily risks in their lives and better plan the future with some long term strategies. Free advice on every policy!

Izzio Financial

JANET JACKSON BA, CEA, CFP

Financial Concierge™ -  Professional Executor, POA Services

At a Financial Concierge™, we accept appointment of executor and attorney roles. In addition, we will assist and coach executors as Agent of the Executor.

We also provide support to seniors, vulnerable individuals and busy professionals with day to day management of their financial affairs. Services include document organization, bill payment with statement reconciliation, liaising with their advisors and trusted contact.

A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to provide this  professional, heart centered service to seniors and their families so they can have peace of mind about their financial matters. 

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.