Find a CEA

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.

Eighteen 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 33+ 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 am a Catholic Faith based advisor that works with clients holistically to meet their spiritual needs in using financial services to protect families with insurance and financial instrument resources. I have been a Financial  & Insurance Advisor since 2016, previously with a Fortune 1000 company.

Besides the CEA designation, other certifications are as a Professional Financial Advisor (PFA) with Advocis, a Certified Professional Consultant with Aged (CPCA), and Fraternal Insurance Counsellor (FIC). I earned a BSc. EET in 1998 and remain a CET with ASET & a member of IEEE for over 25yrs.

I am an active volunteer with many organizations including my parish as a Lector, EEM, & Pastoral Care minister, Knights of Columbus (www.kofc.org), Christian Motorcycle Association, and Ride for Dad (motorcycle riding charity for raising money for prostate cancer - https://ridefordad.ca/).

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.

Kam is a Senior Financial Consultant and uses a collaborative approach while implementing risk management and estate optimization plans for clients.

Kam’s areas of expertise include risk management strategies for business owners, advanced insurance strategies for estate needs, and tax mitigation techniques in the face of long-term planning needs. His passion is empowering people through knowledge, delineating complex information in palatable language and relatable explanations.

Investment practice management consultant, working with Discretionary Portfolio Managers and Investment Advisors who wish to build or refine their investment portfolios, reduce ad hoc and differentiate their practice from others.

The advisory role can be an isolating one, with a lack of clarity regarding which steps to take to achieve that next level. 

I serve as an advisor's sounding board to success by facilitating a series of one-on-one workshops focused on best practices in
investment management for advisors.

The end result is a
heightened level of conviction, which comes after they've taken a fresh look at
their practice, weighed the pros and cons in various areas, and made decisions based on what will have the
most meaningful impact.

My designations are CFP, FMA, FCSI and I worked for 12 years as a Discretionary Portfolio Manager and Investment Advisor for some of the world's best regarded investment firms.

As a Chartered Professional
accountant (CPA) and Certified Financial Planner (CFP), I have worked for more than 25 years with clients to enhance their financial well being and peace of mind by helping them manage
their financial, tax and estate planning needs. I partner with Investia Financial as an independent financial partner, licensed in both Ontario and Prince Edward Island. 

As an Elder Planning Counselor (EPC) I
recognize the needs of a growing aging population and offer age friendly guidance
and solutions to enhance financial and emotional well-being.