Find a CEA

I bring more than 23 years of experience in financial planning
to my role as an Estate and Trust Advisor for clients across British Columbia.
My depth of experience, coupled with my professionalism and dedication
to client service, serves well in dealing with the complexities of estate
settlement.
I discuss estate settlement and administration services, trustee
services, trust structures, and other specialized services offered through
RBC Royal Trust. I work with individuals, families and businesses who
wish to protect their assets and transfer their wealth for generations. Clients
also appreciate my sensitivity to the often difficult decisions and sometimes
overwhelming responsibilities that can go hand in hand with the role of
executor.
Throughout my career, I have continued to deepen my knowledge
and expertise with key industry designations such as Personal Financial
Planner (PFP), Qualified Associate Financial Planner (QAFP), and courses like
Investment Funds in Canada (IFC) and Branch Compliance Officer (BCO). I am a recurring member of the Estate Planning Councils.
I provide tailored solution to help individuals carry out their
many executor duties, expedite the settlement process, and maximize the
estate’s value through knowledgeable handling of estate and tax issues

Having recently retired after 30 years of practice as a Professional Financial Advisor , I
take great pride in having been able to help many clients achieve a scure financial future. Each
of us has a good story to tell and some of them may touch on your dreams and needs when it comes to making plan for your will.

Through my past experience with Estate Planning, I came to realize the complexity in administering the Estate when someone close to us is gone.  Moving forward, I am committed to dedicate my retirement years in providing guidance to
executors young or old, to deal with the fast changing responsibilities evolving an estate settlement.  I am proficient in the English language and also speaks and write fluent Cantonese as well as Mandarin.

Providing advisory and consulting real estate services.

Parker A. Chow is a partner at the law firm of Chow McLeod in Moose Jaw, Saskatchewan.  Parker obtained his Bachelor of Commerce (with distinction) from the University of Saskatchewan in 2019, immediately continuing onto the College of Law and receiving his Juris Doctor degree in 2022.  Parker was later called to the Bar in Saskatchewan in early 2023, and joined the partnership at Chow McLeod a year later in early 2024.

Parker has dedicated himself to providing expert legal services to the firm’s vast clientele, with a particular emphasis on protecting the hard-earned wealth of individuals, families, and small businesses.  Parker's focus is on ensuring these clients receive the support and advice needed to grow and expand their presence, while adequately protecting their own interests at all times.  Parker maintains a general practice, but a primary specialty in the areas of Corporate & Business Law, Commercial Transactions, Real Estate Conveyancing (in Residential, Commercial, and Agricultural), and Wills, Trusts, & Estates.

We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs.

I agree with Confucius: "Choose a job you love, and you'll never work a day in your life." As a financial advisor, I get to use both the creative and analytical sides of my brain, follow my passions, and make a difference for people in my community.

I'm passionate about education and financial literacy.

I would love to start a conversation with you today and learn about what's most important to you!

Maggie is the founding principal of ExecuCare Executor Assistance Services
and has more than 20 years of experience in the financial services and
insurance industry.  Maggie brings her
life’s experience, practical business know how, education and almost two
decades as manager to our Financial Advisory Committee.

Maggie is a
highly motivated and principled individual, who is drawn to projects and work
opportunities that allow her to pursue her passion and make a meaningful
contribution. These contributions have enriched the social health of the
communities in which she participates. She has worked with numerous
not-for-profit senior’s organizations in event coordination and community
outreach.

Maggie’s area’s
of expertise include Estate Preparation and Executor Assistance. She has developed a reputation for incredible stamina,
resourcefulness, and innovative leadership. Her Clients consistently experience
results exceeding their expectations.

As a financial planning advisor, I help you prepare for and guide you through the financial implications of your key moments in life.

To me, financial planning is not a story of numbers, it's a number of unique stories as lived by my clients; it's partnership, stewardship, simplifying complex financial matters, and living life confidently.

It is empowering to have a thought-out plan in place and someone on your side you can trust. As a Certified Financial Planner professional, Chartered Investment Manager, Certified Health Insurance Specialist, Certified Cashflow Specialist, and Certified Executor Advisor, I have the expertise to help you set and achieve your life goals.

Practicing in the areas of estate planning, administration, and litigation, Grace works with her clients and their tax and financial advisors to create and implement comprehensive and individualized wealth preservation and transfer solutions. She advises personal representatives, trustees and beneficiaries on the multitude of issues that can arise in the administration of an estate or trust, and regularly represents her clients in the BC Supreme Court.

I have been in the industry for 30 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well over the years. I feel it is time to branch out and continue my higher learning process with the CEA designation.

I am a Certified Financial Planner (CFP®) and Managing Partner of Success Foundations Wealth Management in London, Ontario. With over three decades of experience helping families, professionals, and business owners, I focus on creating practical and personalized strategies for retirement, estate, and wealth transfer planning.

As a candidate for the Certified Executor Advisor (CEA) designation, my goal is to further support clients and their families through the often-complex estate settlement process. Executors are entrusted with a significant responsibility, and I believe they deserve clear guidance, empathy, and a trusted professional who can simplify the financial and administrative steps involved.

At Success Foundations, our team takes a holistic approach to planning. We use proven frameworks—including The Bucket Plan®, The Strategic Wealth Matrix™, and The Total Wealth Framework™—to ensure our clients’ financial, personal, and family needs are well balanced. We are dedicated to providing clarity, confidence, and continuity through every stage of life and legacy planning.

Outside of work, I enjoy traveling with my wife and family, exploring new places, and living out the same values of balance and fulfillment that I encourage my clients to pursue.

Contact: www.whoisbill.ca

The topics covered over the first 2 years of our relationship include:

1. Identify & Quantify Financial Goal
2. Ascertain Current Financial Situation
3. Review Risk Tolerance & Time Horizons
4. Discuss Balance & Diversification
5. Create a Comprehensive Financial Blueprint
6. Build a Multi-Asset, Multi-Style, Multi-Manager Investment Portfolio
7. Discuss Retirement Planning
8. Talk about Risk Management
9. Confer about Tax Strategies
10. Speak regarding Debt Minimization
11. Discuss Estate Planning
12. Consult regarding Wills & P.O.A.’s
13. Explore Educational Needs
14. Chat about Charitable Giving
15. Discuss Special Needs

Education: Bachelor of Science, Lake head University, Thunder Bay

Chartered Financial Planner, Canadian Institute of Financial Planning, Toronto

Specialties:
Business Specialist:
- I'll help build, protect and transfer your Business

Retirement Specialist:
- I'll help ensure your great grandchildren come from "old money"