Testimonials

The course was very valuable from both a professional and personal perspective.   I appreciate all the insight you provided and look forward to applying it…
Rob Duncan
This course was leaps and bounds easier to understand than my previous education agenda – I particularly appreciated the encouragement on the last line of…
Susan Lawrence, Weyburn Credit Union
A great course.   I enjoyed the writing style(s) and clarity given in the book (a feat to combine multiple authors but still have it sound…
CEA Graduate
Course is thorough and easy to absorb as many examples used.   Content is well written and relevant.  Would highly recommend!
CEA Graduate
Very impressed with the content and credibility of the course. Looking forward to using my CEA designation to help clients in the estate planning area.…
CEA Graduate
The CEA designation has been a career changing, and therefore life changing event. As I approached my 65th birthday I found the CEA was the panacea…
Bruce Cumming CLU, CH.F.C., CHS, CEA
HollisWealth Insurance Agency Limited
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Interesting statistic

Canadians counting on inheritance to help fund retirement: 40%

Source: BMO Financial Group Survey