Find a CEA

Rick is a life insurance and living benefits specialist.  In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.

As a Certified Executor Advisor, Rick is honoured to hold the hand of the person, that his client has appointed as their Executor.  Most people do not do the activities of an Executor on a daily basis and they are called to duty at a highly emotional time.

Rick takes a unique approach in his practice.  When there is harmony in the family prior to a loss, he wants that harmony to continue when the unexpected happens, by facilitating family and business discussions about the inevitable, well before the Executor needs to act.

Rick's personal and company motto is "Live Large Now" but take some time to make sure all of your ducks are in a row.

Logan
Marchen is a Certified Financial Planner with IG Wealth Management who understands the unique challenges
and needs of people with disabilities and those that care about them. Our team
is dedicated to providing personalized, compassionate support to help you
navigate the complex financial landscape and create a secure and comfortable
future for you and your loved ones. With our expertise and support, you can
feel confident in your financial decision-making and focus on providing the
best possible care for your family. Let us help you take control of your
financial future and find peace of mind.

Dustin practises in the areas of real estate, wills and incapacity planning, and estate administration (probate). He has acted and accepts appointments as Executor, Trustee, and Attorney under a Power of Attorney.

Making an impact in clients' lives means everything to me, and I do that by giving them a clear vision of their financial future and helping them plan for it.

Listening to and understanding your life goals are hallmarks of the current success of my practice, and I work hard to build financial strategies that help lifeguard your future. I have helped many families reallocate their financial resources to find opportunities, not only for wealth creation, but also for significant legacies around their family and community.

Our team at Branstone Financial Strategies Inc. uses our firm’s core values to leverage their expertise, and we all aim to set high standards of service excellence that build long-term relationships with a growing client base. We embrace evolving technology to help deliver attentive service and be respected in the community as a solid financial security planning practice.

We are proud supporters of the United Way and the Women’s Resource Center, a major sponsor of the Manitoba Winter Fair and Brandon Wheat Kings, and presenting sponsors of the Brandon Men’s Bonspiel. Our Branstone Team believes in giving back and supporting the traditions that make our great community what it is today

Brent is a founding partner of Martin Christopher Investments. His vibrant enthusiasm and reputation for excellence bring out the best in our team and sets the tone for everything we do. With an emphasis on client-driven advice, Brent develops long-lasting relationships with clients and colleagues alike and believes this forms the foundation for our comprehensive approach to wealth management.

Brent provides guidance and advice to individuals, families, small businesses and charitable organizations on a full spectrum of financial dynamics, including goal setting, cash flow analysis, tax planning, education funding, retirement planning, financing, insurance analysis, estate planning and investing.

Born in Calgary, Alberta, and raised in Waterloo Region, Brent graduated with a BA from McMaster University in 1995. He lives in Cambridge with his wife, Melissa; children, Anderson, Preston, and Taylor. In addition to the joys and busy schedule that come with a young family, Brent also loves to be active outdoors, landscaping and taking on weekend warrior projects, then kicking back with a pint of his favourite dark stout to enjoy the fruits of his labour.

Michael strives to offer quality advice in a timely,
efficient manner, and those who work with Michael have a great deal of
confidence in him and his abilities. His clients know that they will receive
the attention and experience needed to feel comfortable making the business
decisions required to achieve their goals. Over Michael’s career, he has: drafted estate planning documents, advised executors, and been involved with estate litigation.

Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially and emotionally.

Realizing a growing need to assist female clients with life-changing events such as widowhood and divorce, Elaine attained the Certified Senior Advisor and Chartered Divorce Specialist designations. To further support her clients, she went on to complete collaborative training accreditation as well.

Elaine’s personal commitment to lifelong education led her to study and achieve the (CEA) Certified Executor Advisor designation, followed by the Personal Fiduciary certification, which beautifully married her unique counselling skill with the wealth and estate needs of her clients.

Investment and insurance advisor and mortgage broker.  I have numerous designations including CFP, FCSI, EPC, and CFSD.  I work with people that want to move forward with their financial needs

With over 16 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 earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council. 

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.