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Kerry Cooper, CEA
President, Estateco Inc.

Calgary, AB Contact

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… Read more »

Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB

403 510-6733

Jeremy Cooper, CEA
Financial Advisor

Medicine Hat, AB Contact

Jeremy is a financial advisor with responsibility for client planning, which covers the full range of investment, tax, & insurance solutions. He has a special affinity for seeing Canadian families and their businesses prosper for more than one generation. He… Read more »

Area serviced: Medicine Hat, AB

403-977-1772

Sheri Copplestone, CEA
President / Careplanner Coordinator

Guelph, ON Fergus, ON Contact

Sheri Copplestone, CFP, CFDS, & President of Confident Careplanners Inc. - Are you a primary Caregiver, key Decision Maker, Power of Attorney, or Executor for a loved one? (Or a professional providing quality services &… Read more »

Area serviced: Guelph, ON; Simcoe (Region), ON; Waterloo (Region), ON; Kawartha Lakes (Region), ON; Milton, ON; Wellington (Region), ON; Burlington, ON; Muskoka (Region), ON; Oakville, ON; Fergus, ON

226-979-3162

Luciano Cornacchia, CEA
Certified Executor Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

4164236386

Jason Cottell, CEA
Advisor

Huntsville, ON Contact

Area serviced: Huntsville, ON

7057834600

Candice Coultis, CEA
Commercial Credit analyst

Cold Lake, AB Contact

Area serviced: Cold Lake, AB

780-594-7631

Donald Couse , CFP, CHFC, CLU, EPC, CEA, CEA
Owner and President

Halifax, NS Contact

Area serviced: Halifax, NS

902- 456-9540

Paul Couturier, CEA
Wealth and Estate Planning Manager, Atlantic

Moncton, NB Contact

Area serviced: Moncton, NB

506 961-0591

Jagteshwar Brar, CPA, CGA, CLU, CHS, CEA, CEA
Tax and Estate Planning Consultant

Brampton, ON Contact

Area serviced: Brampton, ON; Mississauga, ON; Toronto, ON; Ajax, ON; Brantford, ON; Caledon, ON; Burlington, ON; Halton, ON; Metro Toronto, ON; Milton, ON; Newmarket, ON; Oakville, ON; Orangeville, ON; Richmond Hill, ON; Scarborough, ON; York, ON

416-508-6468

Mark Craig, CEA
Financial Planner

Manotick, ON Contact

I'm a partner with the firm Lifelong Financial Solutions. We offer full financial planning services specializing in insurance planning, retirement planning, and estate planning. Our goal is to help clients develop sound financial plans that enable them… Read more »

Area serviced: Manotick, ON; Ottawa-Carleton, ON; Nepean, ON; Kanata, ON; Ottawa, ON

613-692-0804 ext. 206

Jeff Crossett CLU, CFP, CHS, CPCA, EPC, CEA
President

London, ON Contact

Area serviced: London, ON

519-617-5333

Ken Crosson, B. Comm, CIM, CFA, CEA
Investments

Toronto, ON Contact

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

416-722-0061

Santo Cugno, CEA
Wealth Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

416-315-3641

James Culford, CEA
Office Manager

London, ON Contact

Area serviced: London, ON

866.607.1502 Ex 204

Romwar Cusi, CEA
Financial Advisor

Victoria, BC Contact

Personal Banker Officer Offers a variety of personal consumer banking accounts. Expert in various account and ownership options and providing the necessary counselling to meet the stated financial needs. Familiar with all the personal banking products… Read more »

Area serviced: Victoria, BC

250-953-5440 x 2005

Area serviced: Medicine Hat, AB

He joined ITI Financial Inc in 2007 after a storied pursuit of business and entrepreneurship following university. He officially became a Partner in 2018. He is currently located in Southern Alberta where he enjoys experiencing and celebrating the growth of his family, a lovely wife and five children.

He received his Bachelor of Arts Honours from the University of Regina, Campion College, and is a Chartered Life Underwriter (CLU), Canada’s premier wealth transfer and estate planning designation. He is also licenced as an Exempt Market Dealing Representative with Accilent Capital Management.

Jeremy is a member of the Conference for Advanced Life Underwriting (CALU), the Canadian Institute of Certified Executor Advisors (CICEA), and The Financial Advisors Association of Canada (Advocis). He is the former President of the Advocis Medicine Hat chapter and currently sits on the CALU Issue Group on Life Insurance, which focuses on income tax concerns dealing with both the taxation of life insurance as well as the tax aspects related to the use of life insurance in the marketplace.

Area serviced: Guelph, ON; Simcoe (Region), ON; Waterloo (Region), ON; Kawartha Lakes (Region), ON; Milton, ON; Wellington (Region), ON; Burlington, ON; Muskoka (Region), ON; Oakville, ON; Fergus, ON

Sheri Copplestone, CFP, CFDS, & President of
Confident Careplanners Inc. -

Are you a primary Caregiver, key Decision Maker, Power of Attorney, or Executor for a loved one?

(Or a professional providing quality services & resources to these individuals?)

We are a one-stop coordination service between you, the Careplanner, and the service providers or resources you need for you and your loved ones.

You may not know what to do, where to go, or how to get the help you need so we take away some of the stress & overwhelm by guiding you to:

get your ACTION PLANS in place,
connect you to the RIGHT PROVIDERS,
and GET IT DONE when you can't do it yourself!

OUR MISSION is to make sure that Careplanners get quality advice & services in a way that is affordable & accessible to ALL families (no matter where you live)!

We offer:

>>> Coordination & Advocacy Services
>>> Workshops & Training
(for Careplanners & Professionals)
>>> Corporate Presentations & Services
(HR/EAP Services & Employee Wellness Seminars)

Consider us your own personal project manager.
Contact us for a consultation & we'll help you confidently put the right pieces together that you'll need!

www.confidentcareplanners.com

Area serviced: Toronto, ON

Area serviced: Huntsville, ON

Area serviced: Cold Lake, AB

Over the last 7 years I've had the privilege of being able to pursue my passion, which is helping people with their financial needs. I take great delight in building lasting relationships with clients; supporting them with their financial needs by providing financial advice, and helping them establish a financial plan that will enable them to achieve their goals. I am thrilled to now offer specialized advice to executors that will help them navigate the responsibilities of managing an estate.

Area serviced: Halifax, NS

I began my career in banking and accounting, and established several companies: insurance brokerages, pension and employee benefit consulting firms, as well as estate planning consulting companies. My career has taken me to the boardroom and kitchen tables. My experience in corporate and personal finance has led me to consult on exit strategies for my clients and their companies.

Though my work in estate and financial planning, I have been a speaker and chairman of seminars on estate preservation and charitable giving. A Co-founder of the Halifax Estate Planning Council. My clients knew me as a trusted financial advisor who delivered creative financial solutions to their complex financial challenges. I performed for my clients as 100% independent of any financial company, enabling me to offer the best possible advice based on their unique needs.

My work in the estate planning field has led me to now focus on Funeral Pre- Planning, "The Missing Link in Estate Planning" I now am associated with JA Snow Funeral Home in Halifax (Dignity Memorial, largest funeral provider in North America) I am a pre- arrangement advisor, counselling families on the important decisions that must be made at an emotional and difficult time in their lives.

My financial background, and knowledge of financial products, bodes well for working with other advisors on independent executorships.

Area serviced: Moncton, NB

Area serviced: Manotick, ON; Ottawa-Carleton, ON; Nepean, ON; Kanata, ON; Ottawa, ON

Area serviced: London, ON

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

Area serviced: Toronto, ON

Area serviced: London, ON

Area serviced: Victoria, BC

Personal Banker Officer

Offers a variety of personal consumer banking accounts.

Expert in various account and ownership options and providing the necessary counselling to meet the stated financial needs.

Familiar with all the personal banking products and services offered by the bank.

Focuses on providing a full-service experience by providing financial advising services.

Directs and implements business development activities to increase client outreach, increase investment portfolios, and maximize customer and partner relationships.