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

Red Deer, AB Contact

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 Contact

Area serviced: Delta, BC

6043451885

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

Nanaimo, BC Contact

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 Contact

# 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

Merv Clost, CEA
Executive VP

Kanata, ON Contact

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 Contact

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 Contact

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

Kathy Cook Noble, CEA
Financial Advisor

St. Thomas, ON Contact

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 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

Shannon Cooper, CEA
Operations Support Specialist (Estates)

Fort Nelson, BC Fort St John, BC Contact

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 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

Erik Corras, CEA
FA, Partner at Edward Jones.

Stoney Creek, ON Contact

Area serviced: Stoney Creek, ON; Burlington, ON; Grimsby, ON; Hamilton-Wentworth, ON; Ancaster, ON; Lincoln, ON; St. Catharines, ON; Oakville, ON

9056436914

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

Halifax, NS Contact

Area serviced: Halifax, NS

902- 456-9540

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

Larry Craig, CEA
Executive Consultant

St. Thomas, ON Contact

Area serviced: St. Thomas, ON

5195208886

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: 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.

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!

www.confidentcareplanners.com

Area serviced: Stoney Creek, ON; Burlington, ON; Grimsby, ON; Hamilton-Wentworth, ON; Ancaster, ON; Lincoln, ON; St. Catharines, ON; Oakville, ON

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

Area serviced: St. Thomas, ON

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.