Find a CEA

Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation). He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.

Growing up in Naples, Emma is wholly connected to the community and loves living in paradise! Prior to joining her Mom, Jane Wood, at John R. Wood, she was working in Toronto for a boutique investment firm focused on client services and business development. Emma is also a Certified Executor Advisor. Providing the ultimate concierge experience is imperative for Emma, and working on a team only enhances the boutique-style approach that Jane has cultivated over the years. Emma graduated from Bentley University with a Bachelor's degree in Entrepreneurship and Business Management. In her free time, Emma enjoys working out, playing tennis, trying new restaurants and is an avid shopper!

Wade has over a decade of experience working as a Financial Advisor in the Ottawa area. He focuses on building strong relationships with his clients and getting an understanding of what is truly important to them, before any work begins. 

"The better I am able to get to know someone and what they are trying to accomplish, the better the guidance I am able to offer them and the better the decisions they can make to reach their goals."

Wade helps clients to prepare their estates to maximize the benefit to their eventual beneficiaries and ensure that the executor can wind up the estates as efficiently as possible to minimize stress and problems. He also helps executors by coaching them on the steps that need to be taken and providing the tools to make it as easy of an experience as possible. 

Sharla Behnke is the Manager of Estates & Registered Plans with Access Credit Union.  Access Credit Union serves to connect Manitoba and its members and operates all across the province.

As the leader in the area of estate administration, some of my top priorities is to serve our clients and members with excellence, invest in our communities and empower our staff through continuing education to achieve their full potential.

Bill has been a financial advisor and planner since 1996.  His focus, and that of his team, has always been on planning first.  In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams am I able to truly provide the financial advise and counsel that clients are looking for."   Bill has B.Math, B.Ed, CIS, CLU, CFP, CIM and CEA designations.   

Owner, Bernard Bourke Executor Services

Michelle brings over 30 years of experience in estate planning, philanthropy, and executor services. With a background in finance, property management, and nonprofit leadership, she offers a rare blend of financial insight and compassionate guidance. For 25+ years, she has supported executors and families through complex estate matters with care and precision.

Michelle is a member of STEP, CICEA, and the Greater Vancouver Estate Planning Council, and is the past chair of the Canadian Association of Gift Planners (Vancouver Chapter).

Bachelor of Commerce, Business
and Accounting, Concordia University 

Post Graduate Executive
Management Course, McGill University   

Mutual Fund License,
Investment Funds Institute (MFDA)   1997-Current

Licensed Branch Manager,
Investment Funds Institute (MFDA) 
2006-2021 

Licensed Life and Health
Insurance License,LLQP (FSRA) 
 1998-Current

Certified Professional
Consultant for the Aged (C.P.C.A.) 
Current

Certified Executor Advisor
(C.E.A)   Current

Elder Planning Counselor
(E.P.C)      Current

Notary Public of Ontario 
 1990’s

Chairman and Director, Life
Insurance Institute, Property Investments   1990’s 

Protection. Progress. Prosperity.

Our investment approach focuses on key principles and strategies.  One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service; and, we do not believe in locking our clients into any term investment.  We believe clients should be able to move investments from one firm or bank to another without penalties or fees.  We are active management fee based advisors.

Services: Estate Planning, Active investment management (registered and non-registered accounts), Insurance (life, health, critical illness and disability) and investment tax advice.

Peter Bertrand, B.A., MSc.Ed., CPCA, CEA

Wealth Advisor

Worldsource Financial Management Inc.

I acquired the Certified Executor Advisor designation in 2017 in order
to fill the gap in my knowledge; several of my clients were dealing with the responsibilities
and duties of being Executors.  Having
this designation has enriched my Estate Planning advice, and benefited my
clients further by having their affairs in order.  This results in better harmony, especially in
blended family situations.

Having over 14 years of experience as an independent financial advisor, I
have a passion for helping clients accumulate wealth, preserving that wealth
and providing effective income strategies in retirement.  My clients know they can depend on me and my
network of specialists to help solve their challenges and take advantage of
opportunities they may encounter while they realize their goals and dreams.

I specialize in working with individuals, families and business owners
whether they are in retirement or will be making that transition in the next 5 –
15 years.  

“I would
say the hallmark of my business is my close communication with each client and
my frankness to their concerns.”

Richard
Beyer

Focus
areas: Investments, Insurance, Estate Planning, Wealth Transfer, Retirement
and Tax Planning.