Find a CEA

Search Filters

1108 Results Found

Kingston, ON Contact

My Team - Financial focuses on the unique needs of two specific types of client, business owners and individuals preparing to, or already retired. We focus on these types of individuals because they require and deserve a high level of specialized and… Read more »

Area serviced: Kingston, ON

6135306022

Tony Bertrand, CEA
Branch Manager & Wealth Advisor

Oakville, ON Contact

Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON

905-399-2177

Peter Bertrand, CEA
Wealth Advisor

Oakville, ON Contact

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;… Read more »

Area serviced: Oakville, ON

289-681-2652

Zayal Berube, CEA
Senior Advisor

Fort McMurray, AB Contact

Financial Education First Approach Read more »

Area serviced: Fort McMurray, AB

7803701678

Kevin Bewick, CEA
President

Guelph, ON Contact

Area serviced: Guelph, ON

519-780-5448

Richard Beyer, CEA
Financial Advisor

Edmonton, AB Contact

Area serviced: Edmonton, AB

7806915771

Bill Black, CEA
Wealth Advisor

Owen Sound, ON Contact

W.R.(Bill)Black CExp, CIM, CFP, CEA, EPC, Providing financial advice to Business Owners and their families for 25years. The team at Black Financial helps clients maximize opportunities of business ownership with their exclusive Wealth… Read more »

Area serviced: Owen Sound, ON; Milton, ON; Collingwood, ON; Mississauga, ON; Oakville, ON; Burlington, ON

519-376-0095

Tracy Blair, CEA
CPA CA BMath

Cambridge, ON Contact

Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON

5196231870

Richard Blake, CEA
Retirement Income Specialist; CFP; CLU; CEA: RRP

Burlington, ON Contact

Area serviced: Burlington, ON; Toronto, ON; Mississauga, ON; Oakville, ON

905 335-0045

Doug Blaylock, CEA
Senior Financial Consultant

Winnipeg, MB Contact

I am a professional and work with a strong group of fellow professionals that strive to exceed Clients expectations. My family and friends are my greatest compliment and are a measure of my success. We provide service excellence with Clients by providing… Read more »

Area serviced: Winnipeg, MB

(204) 786-2708

Carol Blevins, CEA
Financial Advisor

Waterdown, ON Contact

Area serviced: Waterdown, ON

416 616 9417

Christopher Blueman, CEA
Estate Adviser

Orillia, ON Contact

Providing Professional Executor and Estate Advisory.We help people settle estates easily and transfer wealth privately in a tax efficient manner. Contact us today: http://estate.prolaunch.ca Read more »

Area serviced: Orillia, ON; Alliston, ON; Toronto, ON; Barrie, ON; Kingston, ON; Burlington, ON; North Bay, ON; Durham, ON; Muskoka (Region), ON; Most of Ontario, ON

800-686-2703 Ext:88

Geoff Booth, BMS, CFP, CLU, CHS, CEA
Account Executive

Oakville, ON Contact

Currently employed as an Account Executive serving GTA west for Empire Life. Formerly a Financial Planner. Life Licensed as well as completed my Canadian Securities Course. I have also completed my CFP, CLU and CSH designations.I specialize… Read more »

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON

9056300982

Paul Bourbonniere, CEA
Certified Financial Planner

Markham, ON Contact

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

416 498-6181

Fred Bowie, CEA
Life & Retirement Guide

Kanata, ON Contact

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

613-416-2020

Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON

Area serviced: Oakville, ON

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.

Area serviced: Fort McMurray, AB

Financial Education First Approach

Area serviced: Guelph, ON

Area serviced: Edmonton, AB

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 10 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.

Professional
Designations

QUALIFIED
ASSOCIATE FINANCIAL PLANNER™ (QAFP™)

CERTIFIED EXECUTOR ADVISOR (CEA)

Area serviced: Owen Sound, ON; Milton, ON; Collingwood, ON; Mississauga, ON; Oakville, ON; Burlington, ON

Area serviced: Cambridge, ON; Kitchener, ON; Waterloo, ON; Guelph, ON

Tracy has worked at Graham Mathew Professional Corporation since 2001. Most of her focus is on personal and estate income tax. She enjoys being able to work closely with her clients and to bring understanding to complicated situations. Client service is a priority. Read what her clients have to say ...."I just want to take a minute to thank you for all your help with everything you have done for us. I know you are just doing your job but you go above and beyond to make people feel comfortable about the process and answer on going questions ." (DD) ..."Thanks again for the great service you give me" (VA) " ....your judgement, thinking and wisdom are such a gift to us as clients and therefore like Mom and Dad we feel like we are your friend/neighbour who is being treated with such respect." (AB) .."Thanks for all your hard work, your efforts make our tax season very easy" (RM)

Area serviced: Burlington, ON; Toronto, ON; Mississauga, ON; Oakville, ON

After 23 years in retail banking and 16 years in the mutual fund/financial planning business I have developed and now focus on providing retirees and the soon to retire sector with the tools and advice not generally provided by the majority of financial advisors. Retirement represents a quantum shift in a person's thought process and assumptions that worked in the accumulation years can be deadly to a person who is living off their investments in their retirement years. Added to this are quality of life and planning for death issues that the young never consider. These should be your golden years but without planning they can simply be the stressful years. I work to help clients eliminate the stress of retirement by providing clarity for their retirement years and supporting them with the information they need when confronted with life altering events.

Area serviced: Winnipeg, MB

Area serviced: Waterdown, ON

Area serviced: Orillia, ON; Alliston, ON; Toronto, ON; Barrie, ON; Kingston, ON; Burlington, ON; North Bay, ON; Durham, ON; Muskoka (Region), ON; Most of Ontario, ON

Providing Professional Executor and Estate Advisory.

We help people settle estates easily and transfer wealth privately in a tax efficient manner. Contact us today: http://estate.prolaunch.ca

Area serviced: Oakville, ON; Burlington, ON; Mississauga, ON; Vaughan, ON; Toronto, ON

I specialize in advanced estate and tax planning strategies as well as family and business succession plans.

Area serviced: Markham, ON; Toronto, ON; Mississauga, ON; Oakville, ON

Area serviced: Kanata, ON; Ottawa-Carleton, ON; Arnprior, ON; Brockville, ON; Morrisburg, ON; Nepean, ON; Ottawa, ON; Renfrew, ON; West Carleton, ON; White Lake, ON

A Life, Retirement & Estate Guide since May 15, 1980, Fred has been helping responsible families, like yours, achieve peace of mind. Fred has spent his entire career with a front row seat to see firsthand the challenges facing today's families. As a result of what he has learned, Fred is in a position to help you and your family meet many of life's challenges. He has helped thousands of families reach their objectives in the areas of Income Tax Planning & Preparation, Guaranteed Retirement Income and Estate Planning & Settlement.

Reach Fred by phone: 613-416-2020 or email: Fred@BowieCanHelp.com