Testimonials

“I recently completed the CEA program and would highly recommend this to any member of Advocis or anyone who wants to pursue continuing education.  Learning from lawyers, accountants and the many other professionals who put this program together was very rewarding and informative. I learned many things I was not familiar with and can see how the CEA program adds credibility to the whole talk about estate planning.

Working with families, I will use this to help with the steps involved, thereby retaining more assets after estate settlement, and dealing with all beneficiaries of an estate to add new clients.  I intend to complement services with my extensive clientele by trouble shooting estates before clients pass away and promote my education so they will continue to come to me for financial advice, and now estate advice.”

The Certified Executor Advisor (CEA) designation offered by the CICEA, is an in depth and invaluable program for any professional working with Executors or Testators. Until recently, there has not been a designation that focused exclusively around providing high quality education around assisting Executors or Testators.

Today's estate planning landscape is more diverse than ever before comprising of unprecedented transfers of wealth, complex financial holdings, and unique family dynamics of multiple marriages.  Professionals working in this sphere need to be adequately trained and educated and the CEA fits the bill.

ERAssure Executor Liability Insurance is available to Executors and Trustees for personal protection on errors or omissions during the administration of an Estate. When coupled with the CEA designation, you have a winning combination.

Scot Dalton, CEA

ERAssure, CEO

sdalton@erassure.com

www.erassure.com

The severity of family dynamics that play out in my counselling room day after day would perhaps take many people's breath away. Seldom are the dynamics felt more deeply or painfully than when a recent death has taken place. Unresolved family issues along, poor listening skills, lack of knowledge about the grieving process, and a decided absence of stress management skills cause much unnecessary havoc and pain for the surviving individuals.

It has been my experience that a strong background in stress management strategies, sufficient knowledge about how healthy and unhealthy "family systems" function, and  well developed conflict resolution skills are all MUSTS for professionals faced with the task of successfully fulfilling their executor duties. I have a great deal of faith in the Certified Executor Advisor program making a difference in peoples' lives.

Velma Noble, BA, MAPPC, CCC, CEA

counsellingconnections@shaw.ca

This relatively easy course will certainly help you stand out. The Death Awareness Movement is gaining traction and this is likely the leverage you've been looking for'. Greg Barnsdale, Ontario