News and Updates

Now approved with all Canadian regulators

CICEA was granted approval for 30 professional development units by the Chambre de la Sécurité Financère. 16 for General Subject, 2 for Compliance and 14 for Insurance of Persons. Read More »

CICEA has been awarded accreditation

CICEA is now approved for 15 Professional Development Units from The Institut Québécois de Planification Financière (IQPF) Read More »

A sober second thought on advisor as executor

With baby boomers reaching retirement age questions around inheritance and executorship are increasingly a part of the advisor-client conversation. A key issue bound to come up at some point will be that of executorship—who is watching over the estate of the deceased after death? Read More »

The CEA Program Is Now Institute Accredited and FPSC Accredited

A Certified Executor Advisor is many things: a coach, a confidante, a counsellor; a person having valuable practical knowledge in all of the disciplines required by an Executor, able to give guidance away from potential pitfalls and toward experts in the required field; a professional in their own right, in their own community and in their own discipline. A CEA is an accredited specialist advising Canadian executors; using a team-oriented, network builder approach and first and foremost, a person who cares. Read More »

Help Now Available For Executors’ Upcoming Challenges

A culmination of recent surveys, statistics, and legislative changes indicate a perfect storm for challenges facing executors (known by different names in different provinces), and the winds are already blowing. Of the 14.8 million Canadians aged 45 or older, 99 per cent intend to name a friend or family member as their executor (Statistics Canada, BMO Leger survey). That’s not surprising given the do-it-yourself (DIY) mentality we’ve adapted in this internet era. But are executors, and testators (those for whom executors will act), actually ready? Not according to ‘Leave A Legacy’ which estimated 70 per cent of Canadians don’t have a current and valid will. Few Canadians understand the simple things that can negate a will. Read More »

The alphabet soup of designations grows

Financial advisors soon will be able to develop greater expertise in two areas. The Canadian Institute of Certified Executor Advisors (CICEA), based in Brampton, Ont., has introduced a new designation, while the Toronto-based Canadian Securities Institute (CSI) is expanding the curricula for two of the designations that it offers. Read More »