Find a CEA

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

A quarterly review of your situation and changes in the world is recommended.

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"

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