Find a CEA

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 over the years. I feel it is time to branch out and continue my higher learning process with the CEA designation.

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

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 am  the Market Manager for TD Private Wealth Management in Greater Ontario Region.  I lead a team of Trust professionals, Private Bankers, Wealth Advisors, HNW Planners and Succession Advisors and Insurance specialists.

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.

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!

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

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.