Find a CEA

Dustin practises in the areas of real estate, wills and incapacity planning, and estate administration (probate). He has acted and accepts appointments as Executor, Trustee, and Attorney under a Power of Attorney.

RBC Royal Trust Advisor with an extensive financial planning background. Offering a number of specialized services through the Estate and Trust division of Royal Bank, such as Agent for Executor, Corporate executor, agent for trustee/power of attorney!

Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.

Listening to and understanding your life goals are hallmarks of the current success of my practice, and I work hard to build financial strategies that help lifeguard your future. I have helped many families reallocate their financial resources to find opportunities, not only for wealth creation, but also for significant legacies around their family and community.

Our team at Branstone Financial Strategies Inc. uses our firm’s core values to leverage their expertise, and we all aim to set high standards of service excellence that build long-term relationships with a growing client base. We embrace evolving technology to help deliver attentive service and be respected in the community as a solid financial security planning practice.

We are proud supporters of the United Way and the Women’s Resource Center, a major sponsor of the Manitoba Winter Fair and Brandon Wheat Kings, and presenting sponsors of the Brandon Men’s Bonspiel. Our Branstone Team believes in giving back and supporting the traditions that make our great community what it is today

Brent is a founding partner of Martin Christopher Investments. His vibrant enthusiasm and reputation for excellence bring out the best in our team and sets the tone for everything we do. With an emphasis on client-driven advice, Brent develops long-lasting relationships with clients and colleagues alike and believes this forms the foundation for our comprehensive approach to wealth management.

Brent provides guidance and advice to individuals, families, small businesses and charitable organizations on a full spectrum of financial dynamics, including goal setting, cash flow analysis, tax planning, education funding, retirement planning, financing, insurance analysis, estate planning and investing.

Born in Calgary, Alberta, and raised in Waterloo Region, Brent graduated with a BA from McMaster University in 1995. He lives in Cambridge with his wife, Melissa; children, Anderson, Preston, and Taylor. In addition to the joys and busy schedule that come with a young family, Brent also loves to be active outdoors, landscaping and taking on weekend warrior projects, then kicking back with a pint of his favourite dark stout to enjoy the fruits of his labour.

Michael strives to offer quality advice in a timely,
efficient manner, and those who work with Michael have a great deal of
confidence in him and his abilities. His clients know that they will receive
the attention and experience needed to feel comfortable making the business
decisions required to achieve their goals. Over Michael’s career, he has: drafted estate planning documents, advised executors, and been involved with estate litigation.

Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially and emotionally.

Realizing a growing need to assist female clients with life-changing events such as widowhood and divorce, Elaine attained the Certified Senior Advisor and Chartered Divorce Specialist designations. To further support her clients, she went on to complete collaborative training accreditation as well.

Elaine’s personal commitment to lifelong education led her to study and achieve the (CEA) Certified Executor Advisor designation, followed by the Personal Fiduciary certification, which beautifully married her unique counselling skill with the wealth and estate needs of her clients.

Investment and insurance advisor and mortgage broker.  I have numerous designations including CFP, FCSI, EPC, and CFSD.  I work with people that want to move forward with their financial needs

With over 18 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council. 

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 35 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

I am an independent, IIROC/ CIRO licensed, financial advisor with Aligned Capital Partners. I am a  Certified Financial Planner, (CFP), Chartered Professional Accountant (CA-CPA), Certified Investment Manager (CIM) and Certified Executor Advisor (CEA). I am knowledgeable about  financial planning, investments, insurance, tax and estate planning and use of life insurance to increase estate values. 

I also have a small, group of professionals that I work/ consult with when required. 

I like to think that I can help grow and protect your wealth.  

I understand how financial pieces fit together and how priorities change through a person's lifetime. I can look at  your situation and help identify, prioritize and implement needed improvements. I prepare personal financial statements that you can maintain to better understand your whole situation.

Life insurance can help successful business owners significantly increase the after tax value of their estates.

I am an advisor to the Board of the JCCC Foundation and former treasurer & board member of the Japanese Canadian Cultural Centre.  I have ties to a special fundraising project for St Michael's Hospital. This experience has helped me gain familiarity with foundations, fundraising and charitable giving.

 I live in north Oshawa and meet with clients in person  anywhere within the GTA/ Golden Horseshoe or via video/ phone.  I am relatively low key, not pushy, easy to work with.  My work and client list is all confidential. 

Thank you for your time!