Find a CEA

I started in life insurance in 1985 with Canada Life. I became a broker in the early 1990's and deal with many companies now. I have my CLU and CHFC designations. I provide all individual insurance products, Segregated funds, Group Benefits along with Estate and Retirement planning. In my community, I am one of the very few independent brokers working here.

As a Tax Partner, Paul Coleman, CA, CFE, FEA has over thirty years experience in public accounting, focusing upon the provision of business advisory, family facilitation and transition planning services to owner-managed enterprises and high net worth individuals. Paul has extensive experience in the provision of advisory and tax planning services to a variety of industry sectors including manufacturing and distribution, freight transportation and professional services. Paul is located in the Toronto office of Grant Thornton and is both the leader of the firm’s privately-held business segment in the Southern Ontario Business Unit and the National leader of the firm’s Succession and Estate Planning practice.A chartered accountant (1982), Paul graduated from the University of Waterloo with a Bachelor of Mathematics, Co-Operative Accounting Program in May 1981. He is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Ontario, the Association of Certified Fraud Examiners, the Institute of Family Enterprise Advisors and the Family Firm Institute. As well Paul has completed the Canadian Institute of Chartered Accountants In-Depth Tax Program and the University of British Columbia Sauder School of Business Family Enterprise Advisor Program and holds the FEA (Family Enterprise Advisor) designation.Paul is a frequent presenter at firm sponsored and other events on various succession and estate planning topic matters.

Michelle D.Coleman, CPA, CA, TEP, CEA
    I am a Partner in the Domestic Tax Team at MNP LLP, Edmonton, specializing in Trust and Estate Planning. 
My colleagues and I assist individuals reach their life goals and estate/legacy wishes through effective tax planning.
We also provide guidance to Executors with Income Tax Compliance and Estate Planning.

· 
Dan has over 30 years of experience in the financial services industry

· 
he is a co-founder and Managing Partner with financial education
firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all
tenures

· 
he is a CFP and TEP

· 
Dan is a Board Member of the FP Foundation and past Chair of its
Research Committee

· 
He has taught Personal
Financial Management, in the MBA Program, at Schulich School of Business since
1998

· 
Dan is the author of The
Financial Advisor’s Guide to Excellence,

· 
and soon-to-be released Building Bigger & Better:
Growth Strategies of Top-Producing Financial Advisors

I have a passion for helping clients achieve their financial objectives through personalized advice. My approach is rooted in understanding not just your finances, but who you are as an individual. By getting to know your unique situation, preferences and ambitions, we create customized financial strategies that align with your life goals and resonate with your values.

Having moved to London from Chicago almost 15 years ago, one of my areas of focus is helping US persons to invest wisely. I joined Edward Jones almost seven years ago after a long career in investment banking. I put that wealth of knowledge to work for my clients.

Our commitment:
- Personalized planning: We tailor every strategy to suit your unique circumstances and evolving priorities
- Holistic approach: We believe that it is important to see your "big picture" and discuss how your goals fit together
- Trust and transparency: Your financial well-being is my priority, and I commit to providing transparent, honest advice at every step
- Access to resources: I put the resources of a world-class firm to work for my clients. From investment recommendations to tactical solutions, we have a dynamic strategy that adapts to changing market conditions

My office:
Your dedicated team is comprised of Sarah Backman and me. Sarah, a senior branch administrator, has been with Edward Jones for 10 years and is integral to our clients. She manages our office and plays a critical role in ensuring that we we deliver the best experience for our clients. She lives in London with her husband and two daughters.

About me:
I live in London with my husband, who is a professor at Western, and my three daughters are at university. I am a Business and Professional Women (BPW) board member. I enjoy playing pickleball and soccer. I have a master's degree in economics from the University of Chicago.

In summary, every strategy and solution I recommend is based on what is important to you. Whether it is retirement, saving for goals like education and home ownership, or protecting what you have built, we follow an established process to determine a roadmap together. I provide unbiased and valuable information while placing your best interests above all else.

Let's have a conversation about how I can provide guidance to help you achieve your financial goals. Call or email today.

I am Christine Connolly, Associate Advisor at Sunlife Financial.

What I do is free you of your deepest financial fears and help you find peace of mind by building a secure wall around you and your money.

I get you on track and keep you track, with your long term financial freedom goals, so your money doesn't run out before you do.

Advocating for women and family and small businesses, Kathy has helped to start, grow, expand and plan for succession with businesses to ensure their longevity. She has owned and operated her own businesses, both independent and franchises.

She holds degrees from the University of Windsor (Honours Bachelor of Commerce), Heriot-Watt University (MBA, MSc.), Western University (MPA), Osgoode Law School (certificate in adjudication) and Harvard University (certificates in negotiation and conflict resolution). As a financial advisor, she also maintains her life insurance licence and mutual fund licence.

Kathy has 20+ years of experience in the automotive industry, residential and commercial rentals, car washes and land development. She does consulting for small business on strategic planning, financial planning and bookkeeping, she taught finance workshops for non-financial persons and helps families and individuals establish long term financial planning and estate planning.

As a Certified Executor Advisor, I work with a team of specialists to help clients realign their financial expenditures to protect what matters most in the areas of estate, wealth and financial planning.

I have worked extensively in the areas of business development and practice management.  Since 1981, I have worked across Canada in the financial services industry as a product and marketing specialist, customer service representative and small business consultant where I helped independent advisors, entrepreneurs, and clients achieve their business and personal financial objectives.  I joined HUB Financial, (the largest Financial and Insurance Brokerage in North America), in 1998 and as Regional Vice President, successfully developed the Prairie Region into one of the most successful regions in the country.  Also, I was involved in the initial planning and implementation of HUB's mutual fund dealership, HUB Capital Inc.

I have served on many industry focus group panels and corporate strategic planning initiatives.  I have served on the executive board for Advocis, the Canadian Association of Financial & Insurance Advisors.  In addition to my professional affiliations, I stay active in my community and was one of the founding directors of the Kiwanis Club of Calgary Metro.