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About Me

With over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business organizations.

Winning 4 merit awards (The MERIT Award is an integrated TD Wealth program that rewards and recognizes the exceptional achievements of the top employees across the organization. It focuses on  Motivation, Excellence, Results, Integrity, Teamwork)

I continue to strive to understand our clients evolving needs and provide advice and solutions to match their needs.

I hold the Personal Financial Planning designation as well as the professional a certificate in Retirement Strategy and Wealth Management Techniques.

Family and community involvement is important to me. I actively participate in various events and fund raisers including: Big Brother Big Sisters, Million Dollar Smiles and Juvenile Ride for Diabetes, Yellow Brick House and Hope Worldwide of Canada.

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

Specialize in Retirement/Estate planning. My credentials are 30+yrs in the industry with a CLU and CIM. 

As a former teacher, my goal is to help people clearly understand what is important to them and why it is important.  Your financial plan should reflect who you are and what you want to accomplish.  As an independent insurance and investment broker, I am able to access financial services and products to help you make the most of your money.  I have been a financial advisor since 1992. 

My goal is to help you utilize both insurance and investment products so you get the maximum value out of them for now, for retirement and for your legacy.  

 In 2012 I was introduced to the Infinite Banking Concept. This was revolutionary to me as I had been trained that all people need is term life insurance, RRSP’s and mutual funds. Here was a concept suggesting that properly structured Dividend Paying Whole Life Insurance should be the foundation and the real driving force of a solid financial plan. It was not about the death benefit or investment rates of return. Rather it was about the LIVING benefits. It was about uninterrupted compounding interest. It was about growing your wealth tax-free for the rest of your life and having full access, use and control of your money. It was about cash flow management. Essentially it is a tax-free wealth building tool that carries so many benefits.

With the Infinite Banking Concept you:
Build wealth. Build cash flow. Build a family legacy.

By combining products from the life insurance industry with good, solid products from the investment industry, you are giving yourself the best options available for life, for retirement and for your legacy. 

I am a Senior Wealth Advisor  with the CFP and CPCA credentials. I have 25 years of experience working with families providing a holistic Wealth Management approach. I recommend  personalized, diversified and discipline asset management solutions along with tax minimization and estate and retirement planning.

I am a CERTIFIED FINANCIAL PLANNER®  with TD Wealth Financial Planning and more than 25 years of experience in the financial industry. I ensure my clients have financial peace of mind and security by looking at their holistic financial picture and advising them on the best solutions to meet their financial goals.

I thrive on challenges and finding solutions.

Prior to joining Edward Jones, I enjoyed many executive and professional accounting positions. My experience in not-for-profit, oil & gas, manufacturing and retail industries has taught me the value of working as a team.

At Edward Jones, I team up with great people, families and business owners to find financial solutions to help you reach your goals. It starts with a conversation. What’s important to you? What are your dreams for the future? Let’s talk about that. Not sure how to get there? Or if you can?

One of my specialties is organization. I help you cut through the clutter so you feel empowered, not overwhelmed. My ultimate goal is to earn your trust, so every step along the way, I’ll provide you with one on one service to help you stay on track.

It’s also important you understand the strategies we will use and are confident that my team and I will provide you with appropriate solutions. I want you to be confident we are working as hard as you do so you can focus on what’s important to you; your family, your business and living life to the fullest.

Fifteen plus years ago I discovered my true passion - helping families connect their dreams to their goals by creating tactical and purpose-built financial strategies.

My year's as a technical trainer taught me that no question is ever too basic or too trivial. When we meet to discover what is truly important to you and your family, my goal is to make sure that all your questions are answered and you have the knowledge to make truly informed decisions about your future. I will work beside you for the long-term, listen to your concerns and ideas and then we will work together to build a financial strategy that is built just for you. We will connect regularly along the way and make adjustments as necessary.

Over the 30+ years that my wife and I have lived in Brampton, we have grown deep roots in the community and our church. Our grown and married daughters (and a grandson that we love to pieces) are close to us and we are very proud of their accomplishments. I would consider myself a self-declared coffee and wine enthusiast and a fairly competent home handyman. I have tried my hand at making wine but lately I have shifted to mastering my coffee roasting skills. I enjoy the concept of cooking, but favour eating instead.

I have spent the past 25 years working with businesses in finance and administration, building the trust of peers and clients. Through this work I improved processes resulting in more efficient and profitable companies. It was during this time that I was first named as an executor. I discovered that my knowledge regarding financial issues and tax laws, as well as my organizational skills, were valued assets to help make decisions that are in the best interest of an estate. After being asked to be an executor for the fifth time by another colleague, I furthered my education by obtaining the Certified Executor Advisor certification through the Canadian Institute of Certified Executor Advisors.

Benjamin Pinfold's practice primarily focuses on Wills, Estates, and Trusts. Since his call to the bar in 2022, he has been dedicated to honing these skills, and to serving his community.

Outside of work, Ben Pinfold is a competitive broadsword fencer, enjoys brewing mead, and is honoured to volunteer as a Medical First Responder with St. John Ambulance.

I
operate a full service wealth management practice as a Limited Partner at Edward Jones. We are based in Stouffville,
Ontario and serve across Ontario and Alberta. 

We help our client families navigate life events with expertise,
compassion and integrity. Our clients feel confident and secure because we
understand their values and priorities. 

We specialize in estate considerations, intergenerational wealth transfers and complex investment and insurance planning needs.

Canadian Heritage Wealth & Estate provides retirement investment advice, estate planning advice, and business succession advice to individuals in Ontario. 

Jeffrey Poirier, Financial Advisor 

CFP, CLU, CHS, RIS

A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and protect their life's work by making wise choices. Working collaboratively with her client's professional advisors, Sandy provides clarity to identify the best solutions to help self-employed professionals and business owners find the right solutions to implement and achieve their financial security and independence goals.