Find a CEA

I am a stand alone advisor with an administrative assistant, serving clients in British Columbia  and Alberta. We protect our clients and their families and help them achieve
certainty, security, and tax efficiency in their income, investment, and estate planning needs. Although we serve a wide variety of clients, our focus is on those who are retired or nearing retirement. Having been in business for myself in various roles earlier in my career, I bring a unique understanding of business owner clients, and the challenges and rewards they face.

I am a CPA and I am a Partner in a Scarborough based firm, Vanderkolff & Associate CPA's.  Our firm provides accounting services to individuals and small businesses mainly in the GTA and surrounding areas.  We offer services in personal, corporate, Estate and Trust taxes as well as a wide variety of other essential accounting needs. 

Estate taxes and services are of particular interest to me and I have worked closely with many Executors.  I can offer guidance, advice as well as prepare the required returns, requests, statement of accounts and applicable CRA filings. My role is to assist in the proper filings and to ensure that proper taxes are paid taking into account any possible tax savings.

Santo Veltri is an experienced practitioner
in  wills and estates and family law at
Bianchi Presta LLP in Vaughan, Ontario. He received his LL.B. degree from
Osgoode Hall Law School and was called to the bar in Ontario in 1983.

Santo’s practice includes the preparation
of Wills and Powers of Attorney for Property and Personal Care. He acts on
behalf of clients to obtain Certificates of Appointment of Estate Trustee With
or Without a Will, advises Trustees and Executors with respect to their duties
and responsibilities as fiduciaries and gives guidance on various aspects of
estate administration. In his family law practice, he assists clients on a
broad range of estate planning issues that often come into play in domestic
agreements.

Professional Realtor for over 22 years, with numerous top sales awards. Helped hundreds of people achieve their real estate goals in Buying, Selling, Investing and Leasing real estate. Very update on trending markets and regulations. Primary work in Toronto East, Durham Region and Markham.

Ioulia is an Senior Associate Lawyer with the Hummingbird Lawyers Wills & Estates practice group.  Ioulia has a diverse legal background that includes estate, family law,, civil litigation and real estate practice.  Drawing on this experience Ioulia is able to offer proactive legal advice aimed at identifying issues before they manifest into problems. She recognizes the delicate nature of Wills and Estates matters and takes great care to thoroughly understand her clients’ needs to offer tailored advice. 

A natural problem solver, Ioulia utilizes both litigation and the alternative dispute resolution methods to represent her clients. She has appeared at the Ontario Court of Appeal, the Ontario Superior Court of Justice and the Divisional Court. 

Ioulia’s Estates practice includes Wills, Trusts, Powers of Attorney for Personal Care and Property,  Estate Administration, Certificate of Appointment of Estate Trustees, and Estate Litigation.

Bar Admission: Province of Ontario (2010)

Education: 

University of Ottawa Law School, (L.L.B. 2008)

York University (B.A. Psychology 2004)

Portfolio Reviews | Retirement Strategies | Education Saving Strategies | Life Insurance | Estate and Legacy Planning | Succession Planning

As a financial advisor at Edward Jones, I bring together strong financial expertise, exceptional service, and an entrepreneurial spirit to deliver personalized financial strategies. Originally from India, I moved to Canada in 2014, settling in Niagara Falls, and a career opportunity brought me to Regina in 2017. My background in the farming industry, combined with my dedication to making a positive impact, fuels my passion for meeting the financial needs of my community.

I work with clients in agriculture, land development, and professionals such as lawyers, accountants, engineers, and physicians. Consistent with the Edward Jones philosophy, I employ a conservative investment approach, focusing on capital preservation, income generation, and steady, long-term results. This approach ensures confidence for my clients as they pursue their financial goals. I adopt a collaborative process, partnering closely with clients and a trusted network of professionals to create actionable plans. We provide sound investment advice, estate planning, tax-efficient insurance strategies, and goals-based financial strategies, all supported by a well-established process that uncovers what matters most to each client. Clients benefit from transparent fee structures, strong governance, and a trusted reputation.

I’m also passionate about mentoring young professionals and actively contribute to organizations like the Saskatchewan Young Professional Entrepreneurs, local community events, and the Canadian Association of Farm Advisors.

If you're seeking a dedicated financial advisor to craft personalized financial strategies, I would be delighted to connect. Whether you're a business owner in need of a comprehensive financial strategy or an individual looking to secure your financial future, I'm here to support you every step of the way. Contact me today to explore how we can develop a customized financial strategy that meets your unique needs. My Branch Office Administrators, Cassie Schuster and Kendall Gelowitz, and I are committed to exceeding client expectations. We look forward to meeting you soon.

James Wang, MBA, CFA, JD, CLU, REALTOR® is specialized in life insurance, investment, and real estate. He is fluent in both English and Mandarin Chinese.

Lucas Watters is a dedicated life insurance advisor with a passion for helping individuals and families build secure financial futures. With 6 years of experience in the insurance and financial planning industry, Lucas brings a thoughtful, client-first approach to every conversation. He specializes in crafting personalized life insurance strategies, including term, whole, and universal life policies, tailored to meet each client’s unique needs and long-term goals.

Known for his clear communication and deep industry knowledge, Lucas empowers his clients to make informed decisions about protecting what matters most. Whether you're planning for your family's future, managing risk, or building a legacy, Lucas is committed to guiding you every step of the way.

Outside of work, Lucas enjoys staying active in his community, volunteering as a firefighter, playing hockey and spending quality time with his family.

An attentive, focused Advisor, who develops a long-term relationship with clients that
makes them feel truly understood and valued. Willing to go above and beyond for
clients, while truly listening to their concerns and needs allows me to
assist my clients in reaching their financial goals – keeping them up-to-date on
their progress and keeping them on the right path toward financial success.

I have more than 20 years’
experience in the financial services industry. I am a Past member of the Women’s Sales and Ad
Club of Belleville , acted as treasurer and First
Vice Chair of the club. 

Services

We offer a  wide range of
investment services, specializing in:

· 
educating clients on their investment choices;

· 
structuring portfolios to create cash flow during       retirement;

· 
providing clients with tax efficient strategies;

· 
helping clients organize their financial affairs.

Choosing me as your
financial advisor means developing a relationship with a financial advisor who
truly caters to your needs, and who knows and understands what your concerns
are for your future.

I have been a Wealth Advisor since 1997 when I originally entered the business working for my mother.  Later I purchased her business, my father's business and another advisor's business.  I am licensed as a Securities and Insurance Advisor which uniquely enables me to construct and implement strategies to maximize the potential for future success.