Find a CEA

I am a Registered Nurse Specialist with experience in Palliative Nursing Care, Oncology Therapies, and Community and Hospital Nursing Care.  I have been  assisting patients and their families for over 20 years in planning and preparing for complications associated with their chronic health needs.  

I am an employee with MBI Financial Inc for 27 years.  I specialize in selling guaranteed investment products, life insurance products and mutual fund products.  I am life insurance licensed as well as mutual fund licensed.  I have completed the course in Registered deposit broker also.  In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on. 

With over 30 years of experience in financial services, Chantal seamlessly coordinates and manages processes within a team of Investment Advisors. Her friendly and helpful demeanor comes through in every interaction. Chantal has completed several industry courses, including the Canadian Securities Course, Professional Financial Planning and the Canadian Initiative for Elder Planning Studies (EPC). As a Registered Representative in the Pearson Wealth Management group at RBC Dominion Securities Inc., Chantal also routinely contributes to the team’s wealth and portfolio management process.

YXE Notary and Estate Services, owned and operated by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK). 

YXE Notary and Estate Services was established in 2018 and offers general notarial public services, execution of real estate purchase and sale documents, land title transfers including surviving joint tenant transfers, among many other services.

Nadine lives in Saskatoon with her two Maltese dogs. Nadine has a Bachelor of Commerce with a major in Statistics and a background in tax legislation. 

I am a Registered Plan Administrator with Access Credit Union. We are the largest credit union in Manitoba. 

As a Project Manager with 20+ years of experience, I have the ability to look at the big picture and breakdown each action item into manageable steps.

I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager.  Through this experience I learned that I enjoy planning and working with people and it became clear to me that I had found my passion. 

I will provide you and your family with information you need to make the best financial decisions to reach your personal goals.  I am here to help you develop all aspects of your planning needs. From buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan.  I can assist you in each area with my expertise.  Conducting detailed meetings and open communication allows me to understand your goals and develop a Personalized Wealth Management Strategy.

I am a Certified Financial Planner, (CFP) so you can be sure I provide expert and professional financial planning services.  As an Elder Planner Counsellor, I have also be trained in the specific needs, wants and issues concerning today's elder demographic.  I have been tough to address many aspects of aging that can impact your financial and social circumstances.

I have been named Executor for estates totalling over $15M.  I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca  to assist people named as Executor with the entire process of the estate administration.  I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years.  I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor.  Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.

With more than thirty-nine years in the funeral and cemetery industries, I have gained vast experience assisting families through the loss of a loved one of all cultures. I have worked with families not only following a death but also before in preparing their wishes in advance.

I have worked diligently to provide caring compassionate assistance to all families prior to and following a death, tailoring services to the unique needs of each family, individual and executor, in order to ensure their very personal requests and details are considered and carried out. I have also developed and expanded upon programs to help families and executors complete the task of dealing with estate issues as easily and simply as possible in order to alleviate the stress that arises during this difficult time. I am constantly updating and adding items not only to assist families, individuals and executors before a death occurs but following.

Timothy Ross, Family Advisor® ,CKA®, RIS, RIAC, CEA, Financial Advisor

CEO & Founder, Brock Shores Financial

Investment Advisor with Optimize Wealth Management

​Brock Shores Financial / Timothy Ross & Associates

Family Office Providing Omega Stewardship ® 

​Mission - Vision – Core Values

“Serving our clients and community since 1988”

​OMEGA STEWARDSHIP ®
​* One Stop Process Driven Approach for Retirement & Income Planning
​* Personalized Tax Management Solutions for Individuals & Business Owners
​* Confidential Wealth Management Solutions

#ImprovingFutures www.ImprovingFutures.ca

​Helping Families Achieve ... Life's Major Goals ®
​1. Tax Smart Planning & Investing
​2. Worry Free Retirement
​3. Education of Our Children & Grandchildren
​4. Quality Care for Our Parents
​5. Meaningful Financial Help for Our Loved Ones
​6. Meaningful Legacy

​Member of Advocis, The Financial Advisors Association of Canada
​Member of IFB, Independent Financial Brokers of Canada
​Member of RIA, Responsible Investment Association
​Member of the Rotary Club of 1000 Islands, Paul Harris Fellow

Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps 'get the conversation' started. Ultimately it leaves more hard earned money in the hands of heirs vs CRA. Make your 'last' impression part of your legacy. Intact, neat and tidy!          

RRC, CPCA, LLQP 

I am a mature advisor with 20 years experience in the financial services industry. I primarily work with older adults who are either close to retirement or already retired. I assist seniors and their families structure their housing, financial, care and estate needs. As a baby boomer myself, I am uniquely equipped to understand the concerns and needs of this group and their children and grandchildren. I am always happy to have a conversation with no obligation.