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I am a Pre -Arranger and At Need sales consultant for Heavenly Rest Cemetery. I meet with various clients on a regular basis that have many questions pertaining to Estate settlement. Roles and responsibilities of the POA, Executors Etc. I would like to learn more about the entire process so that I will be able to give them knowledge with regards to them planning or finalizing Estate matters.
With over three decades of experience in the financial services industry, I’ve been dedicated to helping Clients build financial security and confidence. I joined Sun Life in 2007 and hold a Bachelor of Arts degree from Dalhousie University, along with Certified Health Insurance Specialist (CHS™) and Chartered Life Underwriter (CLU®) designations.
A lifelong learner, I place great importance on ongoing education—regularly attending industry meetings and conferences to stay current on the evolving financial landscape. I remain committed to the highest standards of professionalism and Client service.
I have worked in the financial services industry since 2001 where I started in banking. In 2009, I became an accredited Financial Planner. I have since achieved many industry related designations:
This diverse culmination of professional experience has helped me develop a skillset that allows me to take a multi-disciplinary approach to working with the unique needs of each Client.
Nothing motivates me to work harder than when I get to witness Clients achieve financial success. I enjoy seeing a long-term disciplined approach enable people to live their dreams and protect their legacy.
When not busy working, I love spending time with my children, reading daily and continuously learning. Health and wellness are top priorities for me. To stay active, I practice yoga, workout daily, do open water rowing on the Pacific ocean and hike local trails. I enjoy pushing myself in the gym and planning new places to travel to with my kids. To give back to the community I serve, I volunteer as often as I am able to.
Agent for co-operators insurance - sell P&C products as well as life and seg funds. Also a member of CFIS and licensed to sell mutual funds.
At Arrival Financial Solutions, we focus on business owners, group benefits and helping women through transitions in life. We work with Clients from the Chatham-Kent area who have a goal in mind but need help to achieve it. We can help you through major life moments. We will help you by building up your financial wellbeing while protecting yourself, your family or your business.
Welcoming. Everyone matters to us. We want Clients to feel comfortable, so we’re always friendly and approachable.
Personable. It’s our nature to be personable and attentive. We’ll always spread this value to connect Clients to the good fortunes life has to offer.
Knowledgeable. We’ll continue to seek, learn and know the facts so we can provide distinct, wise solutions.
Trusting. We believe honesty and sincerity are the keys to long-term successful relationships.
Flexible. Every person has a unique situation. We listen so we can help customize a plan to address Clients’ obstacles and help fulfill their vision.
Hardworking. We all come from small-town families with a strong work ethic. We’re full of conviction and will do what it takes to get the job done.
Confident. Our team has many combined years of experience in the financial services industry. Seeing the results Clients have achieved, we believe the work we do makes a difference for people.
A Paralegal for 30 years. I now also teach Paralegals at the University and College level who are working towards their Diplomas.
A Certified Legal Coach who is able to assist unrepresented parties in their access to justice pursuits.
Bedford Financial is solely owned and operated by Brad Bedford. I operate in partnership with William (Bill) Brekelmans. Our business serves families with one on one financial advice. With over 45 years of combined experience we offer expertise in an personalized setting that most clients cannot expect to receive from larger firms. We both also hold our Registered Health Underwriter designation. References happily provided upon request.
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE