Find a CEA

A Chartered Professional Accountant with 9+ years of public practice experience combined with Corporate, Estate and Tax Law knowledge. I run an accounting practice and happy to connect with new people. 

Being an education enthusiast, I love teaching accounting and tax courses as a hobby. Outside work, I am earnestly doing volunteer work for social causes, my alma maters and networking-recruiting events. I am a firm believer in Denzel's saying "At the end of the day, it is not about what you have or even what you've accomplished. It's about who you've lifted up, who you've made better. It is about what you've given back". 

I work for a multi-generational advisory firm that helps families with the management of their wealth and legacy. 

Greg brings with him over 20 years experience in the financial services business, specializing in wealth accumulation, retirement planning, and estate planning. As a father of 4 kids and part of a blended family, he believes in setting up financial structures properly. You’ll often hear him say, “what is equal is sometimes not what is fair and what is fair is sometimes not equal.” This core belief is what drives his tailored approach in financial planning for families and business owners alike.

Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development, pension commutation, or complex cases. 

Eileen has over thirty years of senior financial industry experience working within major Canadian insurance companies. As a successful Manager, Director, Assistant Vice President and Senior Consultant, she progressed in her career through roles in the key business areas of: information technology; marketing and communications; business development; product management and development; dedicating several years to large and corporate insurance case consultation for advisors. 

 Eileen is insurance licensed, completed the Canadian Securities Course, and has the Elder Planning Counselor and Certified Executor Advisor designations.  She has over fifteen years of experience in executive roles on boards and committees, from being the international chair of a systems users group to Secretary, Treasurer, Vice-President, and President roles on various boards. Her volunteerism has been dedicated to CEAN, community and charities for causes of poverty, the environment, the elderly and board member education.

Life Insurance and Mutual Fund Specialist with over 25 years of professional advisory experience.

Jerome has specializing in estate and tax planning, techniques, families and small business benefits design and administration as well as insurance, retirement and asset protection strategies.

Certified Executor Advisor (CEA) and Certified Professional Consultant on Aging (CPCA)

One of my greatest pleasures is helping Canadians organize and discern their financial matters to help pass on their legacy.

Financial Planner

CFP, R.F.P., CLU, CIM, CEA, FCSI

Teresa Black Hughes - RGF Integrated Wealth Management (rgfwealth.com)

I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing comprehensive wealth management planning.

It only takes a few moments to realize that Lynn is someone you want to have by your side.

“I like helping people,” she says, and while she’s being modest, it’s obvious that she’d drop everything to lend you a hand. “Sometimes you just need someone who will help you through changes in your life and the challenges of moving, and that’s okay.”

Her warmth and kindness stand out, even beyond her impressive real estate sales numbers and statistics. It was this combination of personality and high performance that brought her to the team, and she fits right in.

She’s a great listener, genuine and empathetic, and truly believes in the greatness of the Fraser Valley. She lives in and loves the dynamic hub that’s just a short drive away from mountains, water and Downtown Vancouver.

The Pontaletta Group is defined by being different than other real estate brokers. With her warmth, real estate smarts and determination that you’ll get your dream sale or purchase, Lynn certainly fits the bill.

TESTIMONIALS

“These guys are 100% pro at what they do! I was recommended to them by a friend who used Lynn and her team to sell his home. He was blown away how quick they sold his home and how professional they were. WOW! He was right! Not only did they sell the property in 2 days , but over asking price! Highly recommend Lynn. Thanks again guys.”

-Mike Alexander (June 2019)

“Lynn was a pleasure to work with, and made our experience less stressful.”

-Kelli Kling (June 2019) 

“Lynn B. is amazing! She is so kind and professional. She was very prompt with everything and made our purchase very smooth. I can’t thank you enough! We are so happy with the purchase of our first place! Thank you Lynn!”

-Holly (November 2018)

“Lynn Blendheim was excellent throughout the process of selling our home and I know she will be a partner in finding the next place to call home. Her timely responses and follow ups, the photos and video footage she pulled together to immediately draw in prospective purchasers and the tireless energy she poured in the open houses she held was evidence of her commitment to her clients and the passion she has for what she does. Thank you Pontaletta Group!”

– Ali (February 2018)

Hi I'm Karl Bloedorn, I've worked as a Financial Advisor for over 20yrs. I have a background in business and graduated from University of Victoria with my BComm. At BPF Wealth we tailor your investments to suit your unique goals and values. We work with you to educate and inform you of your various invesment choices, so that you can the best possible decisions in securing your financial future.

Rachel Blumenfeld’s practice focuses in the areas of trusts and estates, tax law, and charities and not-for-profit law.Within her practice, Ms. Blumenfeld is often called upon to advise clients on tax and estate planning and estate administration, preparation of wills, trusts, and power of attorney documents, tax matters related to planned giving as well as business succession planning. She also offers advice to charities and trustees on the administration of estates and trusts.Ms. Blumenfeld’s prior experience at a large life insurance company has given her a thorough understanding of her clients’ needs and she is able to offer quick and practical solutions when working with insurance and financial advisors and their clients on estate, retirement and tax planning matters.
Within the charitable and not-for-profit sector, Ms. Blumenfeld assists charities and donors with planned giving and philanthropic programmes, and works with charities with the administration of bequests and other gifts. She is keenly aware of the unique challenges faced by organizations and groups within this sector and is able to assist in a broad range of areas.

Ms. Blumenfeld is a regular contributor of articles to newsletters and other publications and participates in seminars on current legal issues within her areas of practice. She has delivered workshops to insurance and financial advisors, fundraising professionals, and fellow lawyers on topics involving retirement and estate planning, life-insured buy-sell agreements, business succession planning and planned giving. Within the charitable sector, Ms. Blumenfeld frequently delivers seminars on planned giving, bequest administration and tax matters.

Ms. Blumenfeld is committed to her community and is involved with several organizations including the York Region Community Foundation, the Society of Trust and Estate Practitioners and the Canadian Association of Gift Planners. Education

LL.B., University of British Columbia, 1996
B.A., International Relations, University of Toronto, 1983
M.A., International Relations, Hebrew University, Jerusalem, 1988
Professional Achievements

Best Lawyers in Canada, 2013
2012 Canadian Legal Lexpert® Directory
Recipient of the 2012 Hoffstein Book Prize award from the Ontario Bar Association for demonstrating leadership in the trusts and estates bar

I've had the opportunity to help hundreds of my valued clients achieve financial security, through Insurance based products and solutions.

I founded Infinite Insurance with this exact goal in mind; using over 20 years of sales and management experience in the Financial Services Industry, including Investment Banking and providing an unparalleled customer service experience for my clients.