Find a CEA

As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.

I'm here if you encounter any estate related questions/situations that you may be unsure of.  Feel free to share them with me and I promise to return with succinct and easy to understand answer. 

I look forward to connecting and helping you support the families you serve.

As an Edward Jones Financial Advisor, I take pride in accomplishing what's of utmost prominence for my community. The most rewarding aspect of my career is helping people achieve what's significant to them. Every strategy I offer and every solution I recommend is based on what's critical to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I've been employed with the largest financial institutions in Canada for over 14 years, specializing in investments and financial strategies. I worked for the Royal Bank of Canada for almost 9 years and completed my Personal Financial Planning (PFP) designation as I was growing my practice. After many successful years of being employed with large institutions, I decided that it was time to start my own business where I could provide expert advice on comprehensive wealth strategies.

I'm a lifelong student, and an avid reader. I'm always learning in order to provide the best guidance for my clients. My reading pertains to personal finance, the stock market, and history of capital markets. Outside of work, I'm also passionate about fitness and love to travel.

Being active in the community is imperative for me. While at RBC I have raised funds for JDRF.

I work closely with select families in order to determine their overall goals and set explicit targets to attain them. I can help establish the most fitting financial strategy for you and your family.

I strive to provide world class service and an in-depth financial counsel for all my clients. Feel free to contact me, so we can discuss your unique situation.

I managed a discretionary portfolio strategy for my clients that now has a 16 year track record (as of Dec 2024).  Began working in the investment field in 1986, work experience includes institutional fixed income, commodity futures, portfolio strategy and investment management, and life insurance.  Have worked in Toronto, London UK ,and Vancouver where we currently have a team of 5 professionals in the Leacock Group.

As a Certified Financial Planner with over 20 years of experience in the financial services industry, I specialize in retirement and estate planning. I help clients implement strategies designed to provide sustainable retirement income, minimize taxes, and maximize the wealth transferred to future generations. My mission is to help clients retire with confidence, protect their legacy, and make the most of what they've worked so hard to build.

With over eight years of experience in the financial services industry, Grace is a dedicated and knowledgeable Financial Advisor committed to helping clients achieve their financial goals with confidence and clarity. She hold the Qualified Associate Financial Planner™ (QAFP), Chartered Life Underwriter® (CLU), and Certified Executor Advisor (CEA) designations, demonstrating a well-rounded expertise in financial planning, insurance, and estate advisory services.

By integrating advanced planning strategies with a client-focused approach, Grace provides personalized, comprehensive financial advice tailored to each individual’s unique needs and goals. With a strong commitment to ongoing education and excellence, Grace is well-positioned to support clients through all stages of their financial journey.

I have been a General Agent with the Knights of Columbus for the past eleven years. I manage a Team of seven Life Insurance Agents serving exclusively the families of the members of the Knights of Columbus members in British Columbia and the Yukon.

We are a Fraternal Benefit Society in existence since 1882 offering our services to members in the USA and Canada,

I hold the EPC, CPCA and CLU designations.