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Laura Boden, CEA
President

Peterborough, ON Contact

Area serviced: Peterborough, ON

7057496776

Gregory Bonnell, CEA
CFP, CCS, CEA

Halifax, NS Contact

Area serviced: Halifax, NS

9024232152

Geoff Booth, BMS, CFP, CLU, CHS, CEA
Account Executive

Oakville, ON Contact

Currently employed as an Account Executive serving GTA west for Empire Life. Formerly a Financial Planner. Life Licensed as well as completed my Canadian Securities Course. I have also completed my CFP, CLU and CSH designations.
I… Read more »

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

9056300982

Paul Bourbonniere, CEA
Certified Financial Planner

Markham, ON Contact

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

416 498-6181

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

Robin Bowyer, CEA
Business Wealth Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

6137836024

David Boynton, CEA
Professor

Kitchener, ON Contact

Area serviced: Kitchener, ON

5194988994

Tyler Bradford, CEA
CFP, TEP, EPC, CEA

Mississauga, ON Contact

Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety… Read more »

Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON

4162422525

Mark Brandsma, CEA
Relationship Manager

Langley, BC Contact

Area serviced: Langley, BC

604-546-1118

Allison Braun, CEA
Operations Manager

Morden, MB Contact

Area serviced: Morden, MB; Altona, MB; Winkler, MB; Carman, MB; Manitou, MB; Miami, MB

204 822 6887

Patrick Briscoe, CFP®, B.Ed, RIS, CEA
Certified Financial Planner®

London, ON Contact

About Patrick Briscoe, founder of Bayswater Wealth Management
Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning,… Read more »

Area serviced: London, ON; St. Thomas, ON; Stratford, ON; Woodstock, ON; Waterloo (Region), ON; Strathroy, ON; Komoka, ON

519-914-5778

YANNICK BRISEBOIS, CEA
WEALTH ADVISOR

Montreal, QC Contact

Area serviced: Montreal, QC

5142456756

Ari Brojde, CEA
President & CEO, Estateably

Westmount, QC Contact

# Read more »

Area serviced: Westmount, QC

15149458882

Chet Brothers, CEA
President

Regina, SK Contact

Chet is dedicated to educating the public about the importance of comprehensive personal financial planning. Chet's professional qualifications include Certified Financial Planner and Registered Financial Planner designations. Chet is Past President… Read more »

Area serviced: Regina, SK

306 337 4500

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

I specialize in advanced estate and tax planning strategies as well as family and business succession plans.

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

Area serviced: Kitchener, ON

With over 25 years in financial services, I am currently a professor at Conestoga College's business program specializing in all aspects of financial planning. I enjoy coaching people in undergraduate and graduate level studies to better help them advise their clients with financial health matters. I also provide certain estate planning consulting services to professionals and clients.

Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON

Area serviced: Langley, BC

Area serviced: Morden, MB; Altona, MB; Winkler, MB; Carman, MB; Manitou, MB; Miami, MB

Allison joined the Gallery Wealth Management team in 2012. She is responsible for keeping the office running smoothly and supporting her team. What Allison likes most about her role is meeting new people and constantly learning in an always changing industry. Her attention to detail, commitment to clients and honest, reliable qualities are noteworthy strengths.

Allison is a Certified Executor Advisor. This unique service compliments the areas of expertise provided by the other team members at Gallery Wealth Management. A Certified Executor Advisor (CEA) is an accredited specialist advising Canadian executors using a team-oriented networking approach. Where will you turn for help when you take on one of the most challenging roles of your life, on short notice?

Allison’s interests are deeply rooted in the community. With 20 years experience in Taekwondo, she is a 5th degree Black Belt and spent 10 years running the Morden Taekwondo Club and refereeing with the Canadian Taekwondo Referee Team. Allison has retired from instructing Taekwondo & refereeing order to dedicate more time learning important aspects of the business and spending more time with family.

Allison is married to Reg and she has two children and two grandchildren. Allison and Reg love photography and taking their own photos. She enjoys being outdoors, gardening and travel. She was born and raised in Morden, Manitoba and loves giving back to the community. Allison volunteered coaching many sports as her children grew up, she was with the Morden Corn & Apple Festival for 17 years, volunteers with the Jr. Achievement of Manitoba program and is the chairperson of the Morden Area Foundation.

Area serviced: London, ON; St. Thomas, ON; Stratford, ON; Woodstock, ON; Waterloo (Region), ON; Strathroy, ON; Komoka, ON

About Patrick Briscoe, founder of Bayswater Wealth Management

Since 2012, Patrick’s main focus has been holistic financial advice for his clients – considering all aspects of their financial picture. From education savings to retirement planning, Patrick assists individuals in making calculated steps towards their financial goals. And he does so in a friendly and common-sense manner that is easy to understand.

Patrick holds an Honors BA in Social Justice & Peace Studies and Political Science from Western University, a Bachelor of Education (U of T), and is a member of the Responsible Investment Association and Rotary International.

Patrick’s dedication to social justice goes beyond the office and socially responsible investments. He has participated in various humanitarian initiatives, including free educational summer camps for children in Jamaica, a month-long food security delegation to El Salvador, among others.

When not at the office, Patrick is spending time with his wife Rita and their children. He has the travel bug and also enjoys skiing, scuba diving, and learning new hobbies.

Services Offered

Financial planning
Estate planning
Insurance & risk planning
Taxation planning
Investment management
Charitable giving
Small business planning

Minimum Account Size

$100,000+

Provinces Licensed In

British Columbia
Ontario
Yukon

Area serviced: Montreal, QC

Area serviced: Westmount, QC

Estateably is an estate administration software platform that empowers executors to settle estates faster, while maintaining strict legal and regulatory compliance.

Area serviced: Regina, SK

Chet is dedicated to educating the public about the importance of
comprehensive personal financial planning. Chet's professional
qualifications include Certified Financial Planner and Registered
Financial Planner designations. Chet is Past President of the Institute of Advanced Financial Planners.

He has been a frequent guest on local radio and television
programs and has contributed articles to the press on the subject of
financial planning.

Chet became an independent financial planner after spending
a number of years in the wealth management subsidiary of a large
financial institution. He is experienced in all aspects of personal
finance including investments, estate planning, retirement planning, tax
planning and trusts.

Chet was the Regina Chapter of the Canadian Association of
Financial Planners nominee for the 2000 National Member of Distinction
Award. He is a former board member of Value Partners
Investments, an advisor owned mutual fund company. His firm was the Better Business Bureau of Saskatchewan Torch Award winner in 2006.

Chet was listed as one of Canada's Top 50 Advisors by Wealth Professional magazine.