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 professional network I am able to engage with specialists and partners on my team to deliver a detailed and personalized advice for every client.

I hold CFP, PFP, TEP 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.

I run my own practice with Edward Jones, where I work primarily with professionals and business owners to help them make confident financial decisions and achieve what matters most to them.

My path into this industry was shaped early on by watching good people make crucial financial choices without the guidance they deserved. Too often, I saw missed opportunities or a lack of trusted advice during critical moments. Those experiences inspired me to build a career since 2016 focused on bringing clarity, reducing complexity, and offering reliable partnership.

Today, my team and I utilize a comprehensive, personalized approach. We take the time to deeply understand your unique goals, values, and vision for the future. Whether we are navigating retirement planning, wealth strategies, or business succession, our focus is on building tailored strategies that align with your life.

What I value most is seeing the tangible impact this work has on people's lives. We believe financial advice must be built on trust, transparency, and long-term relationships so you always understand not just where your money is invested, but why.

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.