Find a CEA

RRC, CPCA, LLQP 

I am a mature advisor with 20 years experience in the financial services industry. I primarily work with older adults who are either close to retirement or already retired. I assist seniors and their families structure their housing, financial, care and estate needs. As a baby boomer myself, I am uniquely equipped to understand the concerns and needs of this group and their children and grandchildren. I am always happy to have a conversation with no obligation. 

Canadian Chartered Professional Accountant (CPA, CA) with a general practice focusing on owner-managed businesses. We are the Canadian owner-managed business owner's choice for on-line professionally designated tax accountants.

Areas of practice include:
- assurance (audit & review engagements)
- tax advice, tax planning and tax preparation services, for individuals, partnerships, corporations, trusts and non-residents of Canada.
- deceased persons and estates; did you once agree to be an executor for someone's estate and now they have passed away? Being an executor is a daunting job which can consume more time than you ever imagined. We can help guide you through the tax compliance associated with an estate.

Area of professional interest: the use of technology in the work of professional accountants and tax practitioners to achieve work-life balance, enhance firm productivity with the end goal of increasing client value.

Specialties: service to Spanish and German speaking clients.

Plan with Joy Financial Services Inc. specializes in Permanent and Term Life Insurance, Critical Illness Insurance, Income replacement plans, Individual and Group Health and Dental benefits, GIA, RRSP, RESP, RDSP, FHSA, TFSA, Non-registered Investments and Investment Loans. 

Lauren is an associate lawyer at Scharfstein LLP, a full-service law firm in Saskatoon, Saskatchewan. 

Lauren
maintains a general practice with a special focus on corporate and commercial
law, wills, trusts and estate planning, and estate administration. 

My goal is to safeguard families from unnecessary stress, delays, and costly mistakes by making sure they have the support and information they need throughout every aspect of life.  

My team and I provide comprehensive financial services including investment planning, insurance solutions, and tax strategy planning for individuals and small businesses. We take a proactive, personalized approach to help clients build wealth, protect what matters most, and stay tax-efficient. Our goal is to simplify complex financial decisions and provide clear strategies that support long-term financial confidence.

Providing the following services:

-Accounting, bookkeeping, Financial Statements prepared for Income Tax Purposes

-Income Tax preparation and planning-personal, small business and corporations

-Financial and Tax Planning

-Consulting