Find a CEA

Sorting through the myriad of wealth management options has become a frustrating task for many investors. That, combined with the demands of everyday life makes it a difficult for individuals and families to dedicate the time to manage their wealth effectively on their own. Our clients appreciate the value of having a team of professionals to help them with their complete wealth strategy including Investments, Retirement Planning, Insurance, Estate Planning, Tax Planning and Education Funding. 

At Appleby Private Wealth Counsel we take an integrated approach to helping our clients reach their goals. That means bringing together your Investments and Insurance opportunities with your Retirement and Estate Planning goals. The resulting Wealth strategy is more efficient and less time consuming for you. All along the way, we will show you all your options, give you completely independent advice and work to reduce your fees. We'll help you establish your short and long term goals and make sure you aren't missing any important opportunities or risks. Your personalized investment plan combined with Insurance strategies will protect you and your family from unexpected events and help you reach your long term Wealth goals. We focus beyond the timing of markets by creating a personalized portfolio tailored to your objectives and risk and by adhering to our supremely disciplined process, asset allocation and re-balancing strategy.

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 20 years.  He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.  

For the past 20 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively.  Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.

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.

I specialize in comprehensive financial planning, tax planning, estate planning, and life insurance planning, with a commitment to bringing clarity and confidence to my clients’ financial futures. My focus is on creating personalized strategies that empower individuals and families to achieve their goals through a clear, tailored roadmap.

I hold an Oil & Gas Technologist diploma from Texas Tech University (2011) and have earned key certifications, including the Investment Fund in Canada (MFDA) designation from the Canadian Securities Institute (2018) and the Life License Qualification Program (LLQP) from the IFSE Institute (2020). These credentials reflect my dedication to professional growth and to delivering expert, trusted financial advice.

One of my proudest career achievements is developing customized financial plans that instill confidence and peace of mind in my clients. Outside of my professional life, I take great pride in my family, finding joy in traveling together and raising active, sporty children. I also enjoy recreational baseball and embrace the thrill of snowboarding in the mountains.

My guiding philosophy is to “turn fear into excitement,” a mindset that fuels my passion for seizing opportunities and inspiring others to do the same. By combining technical expertise with a client-first approach, I strive to make a lasting, positive impact on the lives of those I serve.

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.

Margot practices in the area of civil litigation, focusing on commercial, construction and estate law related issues. Margot is a member of the firm's Construction Law and Financial Loss Recovery practice groups. Fluently bilingual, Margot represents both Francophone and Anglophone clients and argues matters before the courts in both official languages.

Margot attended the University of Ottawa, where she obtained her Bachelor's degree in Political Science in 2007 and graduated from the Faculty of Law in 2010. After articling for Doucet McBride LLP in 2010-2011, she joined the firm as an associate following her call to the Ontario Bar in June 2011.

Prior to 2010, Margot developed experience in various legal positions with the federal public service in areas of program delivery and policy, including with the Department of National Defence with the Office of the Judge Advocate General (JAG), the Office to the Secretary to the Governor General of Canada (OSGG), and Transport Canada (TC).
A proud member of the Ontario Bar Association and the County of Carleton Law Association, Margot also delights in supporting a variety of Eastern Ontario and capital area community groups and events.

Outside the office Margot enjoys golf, volleyball, yoga, entertaining family and friends, as well as spending quality time traveling with her husband.