Find a CEA

We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.

Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.). 

As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.  

Let us put your mind at ease. We have the solutions to meet your unique needs.

Working with KPMG LLP as an Accountant with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice where I performed finalization of accounts, research, tax return preparation (personal, corporate, trusts, partnership) and also worked in audit engagements for various clients. 

*Views expressed are my own.

I am a mediator and lawyer, with 23 years of litigation experience. In addition to practising estate administration and estate litigation, I have a experience in several other areas of law, including Occupiers Liability, Employment Law and Real Estate disputes.

I hold the Qualified Mediator (Q.Med) designation through the Alternative Dispute Resolution Institute of Canada. I am also a member of Mediate BC's Associate Civil Roster.

I provide compassionate and realistic advice, representation and mediation.

Max believes that his friends, clients and customers deserve the very best that life has to offer.

He also believes that if you are going to achieve successes for everyone involved then you had better start with the right tools, knowledge and resources.

“Everything I’ve worked hard to achieve for my clients and for myself has led me to this day”.

I want to be the “trusted advisor and consultant and not the Real Estate agent for the masses”.

“I want the very best for the people who put their trust in me”

Max has worked in Real Estate and fine home building for 36 years and has lived in Collingwood as long. He has accomplished a consistently high record of achievement on the Southern Georgian Bay Real Estate Board. Max is a member of Southern Georgian Bay, Muskoka and Toronto Real Estate boards.

Max’s certifications and expertise include;

International Property Specialist

Resort and Second-Home Property Specialist

Seniors Real Estate Specialist

As a Senior Financial Planner with Wellington-Altus Private Wealth, I meet with clients on a regular basis across the country and assist them with retirement, insurance, tax and estate planning

I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.

Justin has been with
Financial Horizons Group since 2004 where he has held many different positions
ranging from building a successful advisor practice, investment administration,
and Director of national education.  Most
recently Justin held the position of Director, National Sales for Continuum
Financial Centres, a firm designed to provide succession & business
continuation planning to advisors.  This
included the recruitment, selection and develop of newer advisors to transition
the established advisors practices to. Justin current hold the role of Sales
Director for all of South Western Ontario concentrating on top producers and
helping them succeed.

 Justin graduated from the University of
Western Ontario with a degree in Sociology. 
Justin has a post-graduate certificate in Professional Financial
Services from Fanshawe College. Along with having his life insurance licence
and securities licence, Justin has earned his Certified Financial Planner
(CFP), Certified Health Insurance Specialist (CHS) and Elder Planning Counselor
(EPC) designations.

Justin is an avid
sports fan who loves to attend, watch and play many different sports throughout
the year including hockey, skiing and golf to name a few. If you do not find
Justin in the gym by 7am he is more than likely at the family cottage on
Georgian Bay.

Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner.