Find a CEA

I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario.  My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.

Chadwick graduated
with a law degree from Queen’s University in 2001 and was called to the bar of
the Law Society of Ontario in 2002.

From 2002 until 2010 he
was based in Ottawa and his practice focused primarily on real estate, estate
planning and corporate-commercial law.

In 2010 he was
recruited to be general legal counsel for a private international wealth
management firm based in London, England with additional locations in Toronto, Geneva
and Barbados. In this role he provided legal advice and guidance on a global
basis to the firm and its clients in numerous areas of law including
international (cross-border) taxation, commercial agreements and transactions,
private equity, intellectual property, immigration and employment law.

In 2015 Chadwick
returned to Canada and founded the law firm Halcyon Legal in 2016 which is
focused on providing estate administration services, estate planning, corporate, commercial and tax advice to individuals and small and medium
sized enterprises in a variety of industries.

Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients

I am an Administrative Assistant to a Financial Advisor covering Life Insurance, Insured Investments, Employee Benefits and Mutual Funds. We are looking to round out our client experience to include all aspects of savings, retirement and beyond.

Barbara Brindle, ABR, SRS, SRES, CRB, CIPS, RENE

Barbara has been called a Real Estate Encyclopedia, a passionate leader, and a force of nature. 

Her 20 years as a successful broker and team leader in the RE/MAX network combined with her pursuits and accomplishments as a trainer & coach have provided her with a strong foundation to expand her reach within industry. 

She is the Vice President of Career Development and the Broker of Record for one the largest RE/MAX Franchises in the world where she proudly searches out new talent, transforms careers and oversees a large management team to ensure successful dissemination of services. 

Committed to making a difference and helping others achieve their goals is more than her mantra, it’s the language she speaks every day as evidenced by her actions and supported by her results. 

Her services in this space are consultative in nature and encompass every aspect of managing the process of Estate maintenance and/or liquidation of Real Estate assets.

I am a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and a Certified Executor advisor (CEA) with over 25 years in the industry. My agency focuses on building strong, long-term client relationships. I have made it my mission to ensure that our clients are well protected and better prepared for the future. My team of insurance professionals and I take the time to build portfolios that meet the needs of our clients. We help individuals and business owners make sure they are taken care of in case the unexpected happens. We work hard to fully educate our clients and help them build appropriate portfolios for their homes or businesses. We educate our clients on their insurance and investment policies in an easy-to-understand method, and offer superior products and coverage to meet their needs now and in the future. Making a difference in a person’s life means going the extra mile. That's when our clients know we really do care! Our goal is to be your trusted advisor for all your insurance and financial planning needs not only for today but to help with you adn your family with the estate transition.

Insurance and Financial Planner.

My team and I work to create financially independent Canadians. Through the delivery of tailored insurance advice and professional investment management strategies, the team works closely with each client to enable them to realize their financial goals.

I am a holder of the CLU and CHS designation with a Life and Mutual Fund license. An Advocis member, with over 10+ years experience in the financial service and Insurance industry. Together with the support of Bardaro Financial Group and Co-operators Financial Services Inc's best-in-class tools and resources, I provide all my clients with comprehensive wealth management solutions and insurance plan's for peace of mind.

Specializing in:

• ESG and SRI products – Responsible Investment Strategies
• Wealth Management Solutions
• Financial and Estate Planning
• Retirement and Education Planning
• Intergenerational Wealth Transfer
• Insurance Solutions

When I am not helping my clients reach their retirement goals or protecting their insurable needs, I am spending time with my family, travelling with friends and trying new restaurants.