Find a CEA

Gina Trinidad has worked in healthcare for twenty-five years from the front-lines to executive leadership, overseeing large-scale multi-million-dollar operations. A Masters prepared Registered Nurse by profession, Gina has deep experience in the health care system and the continuum of care, particularly with accessing appropriate housing options for seniors and those with disabilities. Her services include health system navigation, counselling, advocacy, and client care management. She also holds a Legal Nurse Consultant Certificate, Graduate Certificate in Health Systems Leadership from the Royal Roads University and has successfully completed the Certified Executor Advisor certification. Gina has expertise in the following health care specialties: health system navigation, community health services, long term care, case management, primary care, mental health, public health, seniors and housing, disabilities, and correctional nursing services.

I help individuals, families and business owners navigate and preserve their wealth. By utilizing a holistic planning approach, I aim to enable people to enjoy their lives with as little money worries and complexities as possible. 

Through my work network at Servus Credit Union, I am able to engage with specialists and partners on my team to delived a detailed and personalized advice for every member.

I hold CFP, PFP and FCSI designations. 

Financial plans are the foundation of my work, with investment management and insurance strategies used as tools to implement the day to day direction of it.  

With a profound passion for real estate and a dedication to delivering solutions that meet clients' needs, I bring an entrepreneurial spirit to the GTA and Muskoka real estate markets. My approach combines financial acumen with personalized strategies, all designed to empower your property journey, a commitment that resonates with my guiding principle: 'Empowering Your Real Estate Instincts with Insightful Expertise.'

My background in entrepreneurship infuses each interaction with creativity and strategic thinking, while nearly a decade of experience in finance and CFA Level II candidate offers a deep understanding of market dynamics backed by solid economic analysis.

I tailor my services to the unique needs of each client, whether they are navigating residential or commercial property transactions. This personalized approach is supported by an extensive professional network, including buyers, sellers, and a wide range of professionals such as movers, lawyers, and mortgage brokers, ensuring a comprehensive and seamless experience. Leveraging the latest technology, I provide clear, actionable insights, enabling informed real estate choices and a commitment to excellence that guarantees a reliable, trustworthy, and efficient journey for all clients in buying, selling, or leasing residential or commercial properties.

I am an estate planner working at Servus Credit Union.  I have a Bachelor's Degree in Economics and am a CFP and TEP designate.  I have worked with Servus Credit Union for over 20 years in a variety of different roles.

I am an Associate Financial Advisor at Assante Financial Management. Our team excels in providing holistic financial planning services including wealth management, insurance and risk management, investment planning, retirement planning, tax planning, and estate planning. I am truly passionate about my work and find great joy in helping individuals achieve their personal and financial goals.

My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.

I have been a Toronto-based real estate broker, in full-time practice, for the past four decades, since 1986.

Now, in 2026, I am shifting my focus to consulting and coordinating referral real estate business. I feel that adding the CEA designation to my role will bring benefits to existing and new clients alike.

Many of the professions executors will turn to in the course of their duties, are in the same areas of expertise I practiced in throughout my real estate career, so the terrain is familiar to me. I have seen, firsthand, that there is a need for this kind of advisory service. I am detail oriented by nature and this will serve me well as an executor advisor. 

Jag is a CRA
(Canadian Residential Appraiser) and an AIC (Appraisal Institute of Canada)
Member since 2005. He is the founder and CEO of Highland Appraisals Inc., a
real estate appraisal firm serving Fraser Valley and the Lower Mainland.
Highland Appraisals provides services to major financial institutions and
credit unions in Canada including the big five banks, Credit Unions, and Law
Firms. Having experience in appraising multitude of properties over the course
of his career, Jag has seen a variety of different circumstances with differing
markets conditions. Jag decided to further his knowledge by acquiring CEA
designation to better service his clients while expanding his horizon in the
industry. 

Our Promise to
Clients

We believe great
financial advice starts with understanding you.

Our role is to help
bring clarity, confidence, and calm to your financial life - so you can make
thoughtful decisions and focus on what truly matters to you and your family.

We work best through
long-term relationships build on trust, open communication, and shared goals.

How We Work With
Clients

Every client
relationship is personal, but our service is designed around three core
principles:

1. Advice That
Evolves With You

  Your life isn't static-neither is your
plan.  We adjust guidance as your goals,
priorities and 

  circumstances change.

2. Proactive
Communication

  We don't wait for problems to arise.  We reach out during market shifts, life
transitions, and 

  important planning moments so you're never
navigating decisions alone.

3. A
Relationship-First Approach

  You're not just an account number.  We take the time to understand your values,
family, and long-

  term vision.

What You Can Expect

Depending on your
needs and complexity, our clients may experience:

* Ongoing financial
planning and portfolio oversight

* Regular review
meetings and proactive check-ins

* Clear explanations
without jargon

* Coordination with
other professionals when appropriate

* A long-term
partnership grounded in trust and care that spans multiple generations

As your financial
life grows, our support naturally deepens.

Who We Work Best
With

We're at our best
with clients who:

* Value advice and
collaboration

* Want ongoing
relationship, not one-time transactions

* Appreciate
thoughtful planning and open communication

If that sounds like
you, we're likely a great fit.

Our Long-Term Vision
for You

Our goal is
simple:  That you feel understood,
supported, and confident-today and years from now.

And when someone you
care about needs financial guidance, we hope we're the first name that comes to
mind.

I am grateful for
the trust my clients have in me and am committed to supporting my
community.  My focus charities are:
Chatham Kent Hospice, thru monthly donations; Sakura House Hospice thru Hike
For Hospice and Handbag For Hospice event sponsorship; Opportunity
International Canada.

My husband Mac and I
live locally.  As a limited partner with
Edward Jones, I am proud to represent our firm in our community.