Find a CEA

I work as the Regional Director, Strategic Growth with PPI Financial and I have been in the insurance industry for 30+ years.  Passionately believe in the importance of insurance benefits and I strive to transfer my knowledge with practical solutions to insurance professionals, their clients and the general public.

Have extensive experience from working in both field and head offices insurance companies in Canada.

I am a presenter for industry and public audiences.  I provide coaching, training, advice and market support to advisors and management teams.

Holding the Certified Health Insurance Specialist (CHS) and Elder Planning Counselor (EPC) professional designations.

Jason Trefanenko, CPA, CGA, CEPA

Partner, McLaren Trefanenko Inc.

Jason Trefanenko is a Chartered Professional Accountant (CPA, CGA) and Certified Exit Planning Advisor (CEPA) with over two decades of experience in public practice. He is a partner at McLaren Trefanenko Inc., a well-established accounting firm serving individuals, corporations, estates, and trusts throughout British Columbia. The firm is known for its client-focused service, depth of technical expertise, and long-standing relationships with multi-generational families and business owners.

Jason specializes in estate and succession planning, corporate restructuring, and business advisory services. As a CEPA, he plays a key role in helping entrepreneurs and family-owned businesses plan and execute successful exits—balancing financial goals with legacy objectives.

His role as a trusted advisor is rooted in a deep understanding of tax legislation, family dynamics, and the emotional complexities surrounding estate and transition planning. Jason’s collaborative approach and practical insight make him a valued resource for executors navigating the often overwhelming responsibilities of estate administration.

He is committed to education and empowerment, offering clear, thoughtful guidance during life’s most important transitions.

I help individuals, families and business owners navigate and preserve their wealth. By utilizing a holistic planning approach, I aim to enable people to enjoy their lives with as little money worries and complexities as possible. 

Through my work network at Servus Credit Union, I am able to engage with specialists and partners on my team to delived a detailed and personalized advice for every member.

I hold CFP, PFP and FCSI designations. 

Financial plans are the foundation of my work, with investment management and insurance strategies used as tools to implement the day to day direction of it.  

I am an estate planner working at Servus Credit Union.  I have a Bachelor's Degree in Economics and am a CFP and TEP designate.  I have worked with Servus Credit Union for over 20 years in a variety of different roles.

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.

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)

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.