Tracy has worked at Graham Mathew Professional Corporation since 2001. Most of her focus is on personal and estate income tax. She enjoys being able to work closely with her clients and to bring understanding to complicated situations. Client service is a priority. Read what her clients have to say ...."I just want to take a minute to thank you for all your help with everything you have done for us. I know you are just doing your job but you go above and beyond to make people feel comfortable about the process and answer on going questions ." (DD) ..."Thanks again for the great service you give me" (VA) " ....your judgement, thinking and wisdom are such a gift to us as clients and therefore like Mom and Dad we feel like we are your friend/neighbour who is being treated with such respect." (AB) .."Thanks for all your hard work, your efforts make our tax season very easy" (RM)
I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing comprehensive wealth management planning.
It only takes a few moments to realize that Lynn is someone you want to have by your side.
“I like helping people,” she says, and while she’s being modest, it’s obvious that she’d drop everything to lend you a hand. “Sometimes you just need someone who will help you through changes in your life and the challenges of moving, and that’s okay.”
Her warmth and kindness stand out, even beyond her impressive real estate sales numbers and statistics. It was this combination of personality and high performance that brought her to the team, and she fits right in.
She’s a great listener, genuine and empathetic, and truly believes in the greatness of the Fraser Valley. She lives in and loves the dynamic hub that’s just a short drive away from mountains, water and Downtown Vancouver.
The Pontaletta Group is defined by being different than other real estate brokers. With her warmth, real estate smarts and determination that you’ll get your dream sale or purchase, Lynn certainly fits the bill.
TESTIMONIALS
“These guys are 100% pro at what they do! I was recommended to them by a friend who used Lynn and her team to sell his home. He was blown away how quick they sold his home and how professional they were. WOW! He was right! Not only did they sell the property in 2 days , but over asking price! Highly recommend Lynn. Thanks again guys.”
-Mike Alexander (June 2019)
“Lynn was a pleasure to work with, and made our experience less stressful.”
-Kelli Kling (June 2019)
“Lynn B. is amazing! She is so kind and professional. She was very prompt with everything and made our purchase very smooth. I can’t thank you enough! We are so happy with the purchase of our first place! Thank you Lynn!”
-Holly (November 2018)
“Lynn Blendheim was excellent throughout the process of selling our home and I know she will be a partner in finding the next place to call home. Her timely responses and follow ups, the photos and video footage she pulled together to immediately draw in prospective purchasers and the tireless energy she poured in the open houses she held was evidence of her commitment to her clients and the passion she has for what she does. Thank you Pontaletta Group!”
– Ali (February 2018)
Currently employed as an Estate Planning Specialist at CIBC Wood Gundy.
I specialize in advanced estate and tax planning strategies as well as family and business succession plans.
Jessica is a lawyer with more than a decade of experience
assisting all levels of clients on a wide range of legal matters, specializing
in estate planning and estate administration. Jessica is the founder of Bortnick Law Office, a law firm providing legal services in rural Alberta. Jessica also provides legal services to clients in Edmonton and surrounding areas.
Portfolio Manager holding Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM) designations. Fellow of the Canadian Securities Institute (FSCI), certified in Responsible Investing (RIAC), MTI candidate.
A Life, Retirement & Estate Guide since May 15, 1980, Fred has been helping responsible families, like yours, achieve peace of mind. Fred has spent his entire career with a front row seat to see firsthand the challenges facing today's families. As a result of what he has learned, Fred is in a position to help you and your family meet many of life's challenges. He has helped thousands of families reach their objectives in the areas of Income Tax Planning & Preparation, Guaranteed Retirement Income and Estate Planning & Settlement.
Reach Fred by phone: 613-416-2020 or email: Fred@BowieCanHelp.com
Bowie Financial Inc. is an easy-going, family oriented, approachable company that believes in full, ongoing service for our clients and their families. We know the importance of having good life insurance products and guaranteed investment products at any age and love to help our clients find the right fit- being a broker who works with dozens of companies has it's advantages!
After more than a decade as a successful realtor in New York State, Ottawa and North Grenville I decided to take the leap to work in our family business here at Bowie Financial Inc. It's a good fit for me... I still get to work with people and advise them on complex transactions, but am now usually home in time for dinner with my family.
We'd be honoured to have the opportunity to work with you and yours to develop financial strategies that focus on both short-term and long-term goals. Investments, insurance, estate planning and taxes can seem daunting and make your head spin; let us show you the true value of the service we provide...PEACE OF MIND.
I am a funeral pre-planning specialist in MB and SK. I purposefully work to assist my neighbors, clients and friends in the Westman and Eastern Saskatchewan area. My years of experience in finance and now the funeral industry make me a helpful resource.