Find a CEA

I am an Administrative Assistant to a Financial Advisor covering Life Insurance, Insured Investments, Employee Benefits and Mutual Funds. We are looking to round out our client experience to include all aspects of savings, retirement and beyond.

Barbara Brindle, ABR, SRS, SRES, CRB, CIPS, RENE

Barbara has been called a Real Estate Encyclopedia, a passionate leader, and a force of nature. 

Her 20+ years as a successful broker and team leader in the RE/MAX network combined with her pursuits and accomplishments as a trainer & coach have provided her with a strong foundation to expand her reach within industry. 

She is the Executive Vice President of Strategy and the Broker of Record for one the largest RE/MAX Franchises in the world where she proudly searches out new talent, transforms careers and oversees a large management team to ensure successful dissemination of services. 

Her services in this space are consultative in nature and encompass every aspect of managing the process of Estate maintenance and/or liquidation of Real Estate assets. 

Barbara is also a sought after subject matter expert and has participated in multiple cases involving complex legal matters relating to Real Estate disposition and acquisition.

Should you require a referral to a Realtor anywhere in Ontario to assist you with a letter of opinion for probate filing purposes, or a qualified Realtor familiar with the nuances of listing and managing estate sales feel free to reach out.  

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.

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

I am a Certified Financial Planner and Registered Retirement Consultant. I work with clients holistically to ensure financial success in all stages of their life and beyond. 

Dylan
Brown

CEA,
CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC

CERTIFIED FINANCIAL
PLANNER®

CERTIFIED INTERNATIONAL
WEALTH MANAGER

Brown & Associates /
Sterling Mutuals Inc.

218-3270 Electricity Drive, Windsor, ON, N8W5J1

Phone/Fax: 519-944-4232

Toll-Free: 1-866-944-4232

Email: dbrown@bafs.ca

Web: www.bafs.ca

Bruce graduated from Western University (formerly known as The University of Western Ontario) in 1986 with an Honours degree in Computer Science. After 19 years in the high technology industry, designing, building and marketing equipment and software solutions deployed by the biggest communications networking companies around the world, Bruce obtained his license to trade in real estate in Ontario in 2005. He earned his broker license in 2008 and has helped hundreds of individuals and families navigate the purchase and sale of houses, condos, cottages, land, rural and multi-family properties for home or investment. Bruce strives to provide unparalleled research, guidance, and representation of his clients' interests.

I am a genealogist and work in Family History.  Understanding and dealing with Estates is a natural part of that history.

Please visit my website at www.lesleybuchanan.ca

I am a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and a Certified Executor advisor (CEA) with over 25 years in the industry. My agency focuses on building strong, long-term client relationships. I have made it my mission to ensure that our clients are well protected and better prepared for the future. My team of insurance professionals and I take the time to build portfolios that meet the needs of our clients. We help individuals and business owners make sure they are taken care of in case the unexpected happens. We work hard to fully educate our clients and help them build appropriate portfolios for their homes or businesses. We educate our clients on their insurance and investment policies in an easy-to-understand method, and offer superior products and coverage to meet their needs now and in the future. Making a difference in a person’s life means going the extra mile. That's when our clients know we really do care! Our goal is to be your trusted advisor for all your insurance and financial planning needs not only for today but to help with you adn your family with the estate transition.

I believe a financial strategy is about more than just numbers; it's about helping people live their best lives.

With over 20 years of experience in the financial service industry and as a CFP professional, I have the skills and knowledge to help clients navigate the complex world of personal finance.

I'm passionate about empowering clients to achieve their dreams and genuinely enjoy the process of learning what is most important to each of my clients.