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Marci Chimich, CEA
Funeral Director/Embalmer CFSP

Delta, BC

As a Licensed Funeral Director and Embalmer, my desire to serve others comes from the heart. I understand the need for care, compassion and professional conduct when serving families. In my role as a Certified Executive Advisor, I extend this same care… Read more »

Area serviced: Delta, BC; Langley, BC; Vancouver, BC; Coquitlam, BC

604-341-4109

Joe Chin, CEA
President-Chin Dynasty Financial Services Inc.

Red Deer, AB

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… Read more »

Area serviced: Red Deer, AB

403 5982228

Jamie Chisholm, CEA
Director

Delta, BC

Area serviced: Delta, BC

6043451885

Jamie Chmielewski, CEA
Scholarships, Awards & Bursaries Coordinator (Gift Officer)

Nanaimo, BC

As and advancement officer for the Vancouver Island University Foundation, my role is to work with annual, endowment, trust and planned giving donors. Previous to this role, I was a financial planner with a keen interest in estate planning, charitable… Read more »

Area serviced: Nanaimo, BC

2503272492

DOUG CHRISTOPHER, CEA
PFA,CEA,CPCA,RIS

Kitchener, ON

# Read more »

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Fergus, ON; Collingwood, ON; Grimsby, ON; Listowel, ON; Sudbury, ON; Waterloo (Region), ON; Waterloo, ON

519-569-8800

Pylin Christopher, CEA
Financial Advisor

Niagara Falls, ON

Area serviced: Niagara Falls, ON

2896964352

Evan Clarke, CEA
Financial Advisor

Toronto, ON

Area serviced: Toronto, ON

4164939859

Merv Clost, CEA
Executive VP

Kanata, ON

I have been in the industry for 20 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… Read more »

Area serviced: Kanata, ON

613-240-2578

James Cochrane, CEA
Investment Advisor; B. Sc.; C.E.A.

Dryden, ON

The topics covered over the first 2 years of our relationship include:Identify & Quantify Financial GoalAscertain Current Financial SituationReview Risk Tolerance & Time HorizonsDiscuss Balance & DiversificationCreate a Comprehensive Financial BlueprintBuild… Read more »

Area serviced: Dryden, ON

8072232600

Christine Connolly, CEA
Associate Advisor

Kingston, ON

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,… Read more »

Area serviced: Kingston, ON; Ottawa, ON; Brockville, ON; Belleville, ON

613-484-7910

Jess Cooil, CEA
Estate Support Coordinator

Calgary, AB

Area serviced: Calgary, AB

4037364158

Kathy Cook Noble, CEA
Financial Advisor

St. Thomas, ON

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… Read more »

Area serviced: St. Thomas, ON; Brantford, ON; Cambridge, ON; Chatham-Kent, ON; Grand Bend, ON; Iona Station, ON; Elgin, ON; Kitchener, ON; Komoka, ON; London, ON; Mississauga, ON; Burlington, ON; PORT STANLEY, ON; Sarnia, ON; Windsor, ON

5196314551

Kerry Cooper, CEA
President, Estateco Inc.

Calgary, AB

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

Shannon Cooper, CEA
Operations Support Specialist (Estates)

Fort Nelson, BC Fort St John, BC

Area serviced: Fort Nelson, BC; Fort St John, BC

250-794-3768
250-787-0361

Sheri Copplestone, CEA
President / Careplanner Coordinator

Guelph, 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… 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

Area serviced: Red Deer, AB

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.

Joe Chin/ President

Chin Dynasty Financial Services Inc.

Jchin8@telus.net

403 5982228 Direct Line

Area serviced: Delta, BC

Area serviced: Nanaimo, BC

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; Fergus, ON; Collingwood, ON; Grimsby, ON; Listowel, ON; Sudbury, ON; Waterloo (Region), ON; Waterloo, ON

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.

Area serviced: Niagara Falls, ON

Area serviced: Toronto, ON

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.

Area serviced: Kanata, ON

Area serviced: Dryden, ON

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

Identify & Quantify Financial Goal
Ascertain Current Financial Situation
Review Risk Tolerance & Time Horizons
Discuss Balance & Diversification
Create a Comprehensive Financial Blueprint
Build a Multi-Asset, Multi-Style, Multi-Manager Investment Portfolio
Discuss Retirement Planning
Talk about Risk Management
Confer about Tax Strategies
Speak regarding Debt Minimization
Discuss Estate Planning
Consult regarding Wills & P.O.A.’s
Explore Educational Needs
Chat about Charitable Giving
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"

Area serviced: Kingston, ON; Ottawa, ON; Brockville, ON; Belleville, ON

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.

Area serviced: Calgary, AB

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.

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

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.

Area serviced: Fort Nelson, BC; Fort St John, BC

I have worked in the finance industry since 1998. I’ve
been a Lender, Account and Investment Specialist and currently I work in
our Operations Support Department as an Estates Specialist. My passion is
helping people. I became interested in learning and helping others with the
Estate process after I became an Executor myself. I realized I had a lot of
questions and found it difficult to get answers. I want to be the person who
shares everything I’ve learned with others so that I can help them navigate their
way along the path of settling an Estate. CEA, ACRML

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!