Find a CEA

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.

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.

At Timeless Financial I understand that every financial situation is unique and managing your wealth can be complex and time-consuming.

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.

As a financial services professional with over 30 years of experience, I am passionate about building rapport with my clients, earning their trust and helping Canadians reach their financial goals to ensure that their families are taken care of.  

Holistic Financial Advisor helping individuals, families and businesses create wealth and preserve wealth.