Find a CEA

With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me to offer holistic financial planning advice to my clients as a Senior Financial Planner with TD Wealth Financial Planning since 2014. I look forward to exploring estate planning, tax planning and investment strategies and solutions with you as we work together towards your unique financial goals.

I am a seasoned business executive with over 30 years of experience as a founder and COO in the workplace health and safety industry. 

With my entrepreneurial background, I possess some unique insights and first hand experience into the needs and concerns of self-employed individuals and small business entrepreneurs where it pertains to succession planning. 

I have had the opportunity to be a named executor on 3 occasions, with each one presenting unique and interesting challenges that I navigated to successful closure. 

I thrive on the challenge and variety that estate administration brings.  It gives me profound satisfaction to see the pieces of the puzzle come together and share in the relief it brings to families to see their loved ones legacies fulfilled. 

Supervisor, Registered Plan Administration

With over 35 years of advising clients on financial and estate matters including insurance, investments,  wills and POA support. I  focus on a holistic approach to individual/ family changing needs and solutions at every stage of life. 

Full service Wealth advisor helping clients build and preserve wealth using holistic financial planning. Holds the CFP and CIM designations. 

Jaryll is the Founder of Maxxentum Inc. and started Maxxentum to guide Executors and surviving family members in order to help alleviate the confusion and stress by supporting them through the steps of settling an Estate. 

With over 35 years of experience, Jaryll has dedicated 26 years to funeral services, following a successful banking career. 

As a Certified Executor Advisor, she combines financial acumen with compassion, aiding grieving families and Executors in estate settlement. 

Jaryll's diverse background uniquely positions her to navigate end-of-life complexities, offering empathetic support. Her commitment to staying current in the field is evident in achieving the Certified Executor Advisor designation. 

Passionate about easing others' burdens, Jaryll brings a wealth of knowledge to assist families through the challenging process of estate settlement.

I have my CFP and CLU designations with over 35 years in the financial planning industry as Senior Advisor. I work with a team of 8 (1 additional senior advisor, 2 associate advisors & 4 administrative staff)

Investment management and services are sold via our dealer "Investment Planning Counsel "  and insurance product & services via PPI Advisory.

Working with families, small business owners to  provide " A lifetime of informed financial decisions".

Full-Service Financial Planner servicing the St.Albert, Alberta area for over 20-Years.

Growing up, my parents instilled the value and importance of saving. As a young man, portions of my allowance and wages were always put aside "for a rainy day". I was taught that hard work and discipline are an integral part of personal and professional success.

As a financial advisor, I have found a career that allows me to help others in a gratifying and productive manner. I believe that educating and explaining financial concepts is incredibly important for my clients, and I strive to make those concepts understandable. I hold the Certified Financial Planner® designation.

I enjoy getting to know my clients, understanding what they are trying to achieve, and creating a personalized plan to help them achieve their goals. Whether it's planning for retirement, saving for post-secondary education, or ensuring that loved ones are protected and taken care of, understanding my clients' goals and needs is my highest priority.

Our office serves clients all over Ontario. Whether you have recently moved to the Collingwood area or are a long-time resident, I would be happy to speak with you about your investment and financial needs.

Many of our clients are in Collingwood and the surrounding areas of Thornbury, Wasaga Beach, Stayner, The Blue Mountains, and Barrie.

When not in the office, I love to spend time with my wife and two daughters. One of our favourite past times is skiing together as a family in the Collingwood area.

As a Financial Advisor and former teacher with over 30 years experience int the financial industry, I believe the Certified Executor Advisor designation to be of great value to my existing clients and new clients moving forward. Losing a loved one is difficult enough without all of the recent changes to the Executor's duties and responsibilities.  Let me use my knowledge and experience along with my Educational background to help you.

In 1994, I traded in my hammer and saw for a new set of tools. After 10 years renovating homes, I embarked on a new career in financial planning. Renovating homes was rewarding, but I couldn't face the prospect of working through yet another cold Canadian winter. So I set off to Toronto to learn my new trade and even though the environment couldn't have been more different, the lessons I had learned in the previous decade would be a huge benefit in the years to come.

The renovations I performed always involved tearing down existing structures. Opening up walls, highlights the benefits of careful planning and prudent construction. It's easy to work on a well-built home with a solid foundation. On the flip side, I saw many examples of shoddy building that led to modifications, cost overruns and missed deadlines. The reasons for the "tear down" were different for each job (structural problems, updating to code, or simply homeowners wanting a change). The tricky part was that until you opened up the wall, you were never entirely sure what conditions you were going to face. Once you busted through the dry wall, you had passed the point of no return. (A great way to learn problem solving skills)

In one of my current roles I help our clients "tear-down" their estate plans. Whether you know it or not, you already have an estate plan in place, and chances are it is not "exactly" what you want. The good news is that we don't have to bust any drywall to fix it. How can I be so sure that your estate plan needs to be renovated?

1) Structure - some plans simply don't accomplish what YOU want
2) Updating to code - taxes and laws change over time, your plans need to adapt
3) Life - has anything changed since your last estate plan (family, finances, feelings?)

Eby Financial Group has been partnering with clients for over 25 years. We are a team of knowledgeable professionals offering customized Wealth Management Strategies and Insurance Solutions to individuals, business owners and multi-generational families.

Our clients appreciate a long-term relationship based on trust, integrity and results. We offer informed advice and work to simplify the administrative burden involved in managing finances effectively. If you would welcome more clarity than you currently have, we would be pleased to meet you.

We assist a limited number of Families who value advice with tax efficient cash flow planning to ease the burden on their money. We begin with My Priorities assessment, risk tolerance assessment, proceed with projections and then implement reasoned investment/insurance/legacy recommendations to meet their ever changing needs. Our primary focus is on simplicity AND developing genuine relationships that add value to their lives and ours.