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 in the future.

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 for my retirement plans.  After 25 years of providing financial planning and investment management advice I could see a way to stay involved with my clients by focusing entirely on their estate planning needs.  With 70% of Canadians either not having Wills or having Wills that reflect their current wishes there is a huge need in Canada. 

Not knowing how to select an Executor is often one of the reasons why Wills never get done.  But being armed with the knowledge gained from the CEA now allows me to break that inertia and get excellent Wills completed."