Find a CEA

Independent Financial Advisor since 1994.

Del is a Wealth & Insurance
Advisor, primarily for successful professionals and business owners who aspire
to financial independence and a "work optional" lifestyle. He has
developed and refined a process that puts the pieces of the financial puzzle together for
his clients as their life unfolds and needs evolve. Retirement planning, estate
planning, risk management planning are a big part of the process, as is debt
and cash flow planning. Del works with his client's other professional
advisors, such as lawyers and accountants, to facilitate a team approach to
financial planning.

Ian works directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  Ian has earned several industry certifications, including the Chartered Investment Manager and Certified Financial Planner designations.  Ian is a member of the Canadian Association of Gift Planners and the Winnipeg Estate Planning Council. Ian is registered as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.

A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their personal and financial goals with a particular emphasis on wealth building, investment, insurance and estate and legacy planning.
Frequent speaker on Estate Planning; Elder Law and Financial Planning; Pre-Planning and Legacy Planning; Benefits and Group Pensions.
Faculty member of the Canadian Initiative for Elder Planning Studies.

Specialties: Estate and Legacy Planning; Investments; Insurance; Business Coach

Arnold Zweig has been helping clients with civil litigation matters since 1979. He has worked in the areas of franchising, landlord and tenant, family, construction and real estate matters for both plaintiffs and defendants. He has over the years dealt with numerous estate disputes as well.

His experience has shown that most disputes arise from a lack of information or a lack or inability of two sides to communicate with one another. Once there is full disclosure and a complete understanding of each sides position, most disputes can be easily resolved. Estate disputes are unique in that the person at the centre of the decision making is no longer available to be questioned.

A unique opportunity presents itself for resolution of even the most complex matters. Mr. Zweig, along with his law clerk, Mallory Smith, devotes his own personal time to each client and has a dedication to resolve a dispute efficiently, quickly and with a view to ensuring that any legal fees are not out of proportion to the problem at hand. Together they make a strong team to help resolve your issues. 

Let's get together and have a conversation.  Planning is all about aligning your assets and goals with your values and beliefs.  Upon completion you will have developed a unique plan with solutions that assist you with your goals.  I am a life insurance and financial advisor.  I now hold the CEA designation.  Thru Advocis I am a Chartered Health Specialist (CHS).  Thru The Canadian  Association of Farm Advisors  I hold a CAFA designation.   In a busy technical world,  I feel sitting down and having a conversation is the best way to determine what is important to you, your family,  your business, for today and tomorrow.

I have been an insurance broker since May 2010 and have acquired two designations; RRC (Registered Retirement Consultant - via CIFP) and CFP.

Mainly focus on Retirement and Estate Planning. 

Kelly began his financial planning career in 1989 with
Canada Life as a Career Agent.  He left Canada Life and went into practice
with Ken Holliday to form H & A Financial Advisors in 1996.

Kelly earned his designation as Chartered Life Underwriter
(CLU) in 1994 and his Chartered Financial Planner (CH.F.C) and Certified
Financial Planner (CFP) designations in 1997.  He has been a member of
Advocis and the National Association of Financial Planners since the start of
his career.  Kelly also served 2 terms as chairman for the complaint and
investigation committee of the Life Insurance Council of Saskatchewan.

We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

TPC Financial group is a fee for service financial planning firm specializing in the business needs of medical professionals.  Our goal is to help you reduce the risks in your life, maximize your opportunities and build on your strengths. I work with you to educate, facilitate, and coordinate your financial affairs, so you can concentrate on what you do best.

Dixie Allen, CEA is a seasoned professional in the financial services industry with 38 years of experience in providing financial services and solutions to retired and soon-to-be retired Canadians. Ms. Allen brings her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance and Estate Planning to her clients. 

As an author and public speaker, she has been a pioneer in bringing matters of financial planning to the Canadian public. Her latest book Here's The Plan is widely held as a go-to book by financial advisors across the country. Visit her website at www.dixieallen.com for a closer look. 

"Financial Planning is not a product, it is a process" Dixie Allen. 

Tom Allen MBA, CFP

Tom uses a holistic approach to guide clients to financial success.  Tom ensures clients save for their dreams, enjoy today, protect against their worries, and understand the complexity of the finance industry to create a clear, path to financial and income security. 

Platinum Realty Appraisals Inc. is a full service residential real estate appraisal firm based out of Burlington, Ontario. We specialize in properties located in Halton and West Hamilton, with a focus on Burlington, Oakville, Milton, and Waterdown, along with their surrounding rural areas.

Reports are completed by the company owner; Jeff Allen- a CRA designated member of the Appraisal Institute of Canada. He also holds an Honours Bachelor of Commerce degree from McMaster University along with Certificates in Residential Valuation and Real Property Assessment from the University of British Columbia. 

Our primary focus is to provide our clients with high quality appraisal reports which are based on comprehensive research, experience, and knowledge of the local market. Our clients in the accounting, legal, and financial services industries utilize our appraisals for a variety of purposes including:

• Estate sales
• Matrimonial affairs
• Capital gains taxation
• Corporate relocations
• Mortgage Financing