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Cambridge, ON Contact

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… Read more »

Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON

5196231870

Doug Blaylock, CEA
Senior Financial Consultant

Winnipeg, MB Contact

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… Read more »

Area serviced: Winnipeg, MB

(204) 953-7414

Lynn Blendheim, CEA
REALTOR®

Langley, BC Contact

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… Read more »

Area serviced: Langley, BC; Abbotsford, BC; Delta, BC; Surrey, BC; Maple Ridge, BC; White Rock, BC; Vancouver, BC; Mission, BC; Chilliwack, BC

604-644-3716

Carol Blevins, CEA
Financial Advisor

Waterdown, ON Contact

Area serviced: Waterdown, ON

416 616 9417

Laura Boden, CEA
President

Peterborough, ON Contact

Area serviced: Peterborough, ON

7057496776

Tara Boersma, CFP, RRC, CEA
Branch Manager

Strathroy, ON Contact

Area serviced: Strathroy, ON

519-245-2530

Gregory Bonnell, CEA
CFP, CCS, CEA

Halifax, NS Contact

Area serviced: Halifax, NS

9024232152

Geoff Booth, BMS, CFP, CLU, CHS, CEA, CEA
Estate Planning Specialist

Oakville, ON Contact

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.

Read more »

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON; Vancouver, BC

9056300982

Jessica Bortnick, CEA
B.Comm., LL.B., CEA

Westerose, AB Contact

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… Read more »

Area serviced: Westerose, AB; Edmonton, AB; Wetaskiwin, AB

(780) 559-2643

Paul Bourbonniere, CEA
Certified Financial Planner

Markham, ON Contact

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

416 498-6181

Simon Bowers, CEA
Private Wealth Portfolio Manager

Toronto, ON Contact

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.
Read more »

Area serviced: Toronto, ON

4167215339

Fred Bowie, CEA
Life & Retirement Guide

Kanata, ON Contact

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

613-416-2020

SARAH BOWIE, CEA
Life and Investment Guide

Ottawa, ON Contact

Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON

6134162020

Joy Bowman, CEA
Mrs.

Brandon, MB Contact

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.
… Read more »

Area serviced: Brandon, MB; Regina, SK; Virden, MB; Moosomin, SK; reston, MB; Wawota, SK; Rochanville, SK; Maryfield, SK

204-761-3637

Robin Bowyer, CEA
Business Wealth Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

6137836024

Area serviced: Winnipeg, MB

Area serviced: Langley, BC; Abbotsford, BC; Delta, BC; Surrey, BC; Maple Ridge, BC; White Rock, BC; Vancouver, BC; Mission, BC; Chilliwack, BC

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)

Area serviced: Waterdown, ON

Area serviced: Peterborough, ON

Area serviced: Strathroy, ON

Area serviced: Halifax, NS

Beginning his career with a large Canadian insurer in 1997, Greg’s journey has moved beyond career agency into entrepreneurship in a unique way. Joining forces with the principle at Richard McKenster Financial Planning in 2002, he has been a partner in developing unique and proprietary processes to manage client retirement planning and risk management. As a Certified Financial Planning professional (CFP®), wholistic planning is in keen focus in any client relationship.

Educated in Tampa, Florida, while originally from St. John’s Newfoundland and Labrador, Greg enjoys spending time with his family and volunteering as a soccer coach. He is a long-standing member of Advocis, the Financial Advisor’s Association of Canada, and is also a member of the Halifax Estate Planning Council.

Greg's business passion is to help clients create a safe and sustainable lifestyle through cash flow planning and risk management. www.rmfp.ca

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON; Vancouver, BC

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.

Area serviced: Westerose, AB; Edmonton, AB; Wetaskiwin, AB

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.

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

Area serviced: Toronto, ON

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

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

Area serviced: Ottawa, ON; Nepean, ON; Kanata, ON; Brockville, ON; Merrickville, ON

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.

Area serviced: Brandon, MB; Regina, SK; Virden, MB; Moosomin, SK; reston, MB; Wawota, SK; Rochanville, SK; Maryfield, SK

Area serviced: Ottawa, ON