Find a CEA

20+ years as an advisor focusing on inter-generational wealth transfer; protecting family businesses and farmers.

M. Jasmine Sweatman, B.A., J.D., LL.M., TEP.,
C.S., EPC, CPCA, 

Jasmine has over 30 years of extensive
experience in the field of estates and trust law, including estate planning, trusts,
powers of attorney, and estate and power of attorney litigation, and has developed particular
expertise in charitable bequest management. In 2022 Jasmine was awarded the Friend of CAPG by the Canadian Association of Gift Planners and in 2023 the Exemplary Gift Planning Advisor Award from the CAPG Greater Toronto Chapter.  Jasmine was designated a Certified Specialist in Estates and Trusts Law by
the Law Society of Ontario in 2004 and has been recognized by
Lexpert® as a leading practitioner in Estate and Trusts and Charities for over 2 decades, along with being peer-rated and
listed by The Best Lawyers in Canada in the specialty of Estates and Trusts
since 2009. The author of two books one on Powers of Attorney and Capacity (2nd edition) and the other on Bequest Management for Charities (2nd edition), Jasmine is also a frequent speaker and writer. 

I proudly lead a bona fide team dedicated to serving successful families, entrepreneurs, and business leaders. Our approach combines precision planning, exceptional execution, and authentic care to help clients protect their legacies, simplify complexities, and confidently prepare for the future.

My foundation is rooted in elite-level discipline and collaboration, forged through my years as a professional hockey goalie. That unique experience taught me how to perform under pressure, rely on trusted teammates, and deliver consistent results when it matters most.

Today, those same principles shape how I guide my team, which includes dedicated financial planning expertise, thoughtful relationship management, and meticulous administrative support. Together, we deliver a team-based and holistic wealth planning experience, ensuring clients feel secure, supported, and understood.

We’re more than advisors - we’re your trusted partners, bringing genuine commitment and unwavering integrity to every stage of your financial journey.

Let’s connect to discuss how our team can support your vision of wealth, clarity, and legacy.

H+T is a multi-generational financial planning and employee benefit advisory. We strive to encourage financial planning and education for individuals and families.

We have helped many families transition wealth and businesses between generations and are passionate about making that process as smooth and efficient as possible.

Our firm is co-owned between Crystal Taylor and Scott Holden CFP and welcoming newer advisors.

Financial Advisor with a focus on tax and estate planning and investing with protections and guarantees. Elder Planning Counselor. EPC

Financial Planner with a diverse experience in Investment (CFA, CIM) & Insurance (CLU) with 30 years experience in the Financial industry. Graduate from IVEY with an MBA, I also have knowledge and experience in the Auto industry, telecommunication and transportation industry.

Bilingual (English/French). I'm happy to work by phone, zoom or face to face in my office or in your home.

https://www.linkedin.com/in/bentherrien/?originalSubdomain=ca

Laura Thompson is a Certified Financial Planner with the family owned business, Investia WPG.  She joined her father, Ed Thompson, in May of 2000 and her husband Christophe joined the business in 2008. Laura was born and raised in Winnipeg and in 1998 attained a Bachelor of Science degree in agriculture (Agribusiness) from the University of Manitoba.  

Since graduation University, Laura has completed the Canadian Securities course, Professional Financial Planning course and in 2001 obtained her Certified Financial Planner (CFP) designation.  In 2007 she completed her Branch Managers Course.   She is also a member of Advocis, an association for professional insurance and financial advisors.   Prior to joining Investia Wpg, Laura went to Europe on an backpacking trip.  She then returned to Winnipeg to take the position as Account Manager of Small Business at CIBC.   She spent over a year working in Winnipeg, but was transferred to Redvers, Saskatchewan to put her agribusiness degree to use.  Although she loved the small town lifestyle, her position at the bank limited the use of her investment and financial planning interests.   So, she returned to Winnipeg, to join the family business.

On the personal side, Laura is married to Christophe Rodrigue and has three children, Nicolas, Mikayla and Tobias.   Aside from family time, Laura has a love for travel, home decorating, animals & music.   Laura has volunteered her time on the St. Amant Foundation Board of Directors and the Planned Giving committee.

I am a trusted and caring accounting professional seeking to assist individuals and families through the tough transitional times of managing financial affairs in challenging situations due to deteriorating health through to the managing of the settlement of estates.