Find a CEA

My goal is to create and sustain value in the lives of everyone I meet. I work to make sure your home, business and lifestyle is protected. To do so I use Life Insurance, Investment, Health Benefit and Living Benefit Plans that best fit the needs and lifestyle of my clients.

Rob became a lawyer in January 1988, and has practised law in the North Okanagan for over 28 years. Estate administration is a major part of Rob's practice. Rob has advised executors and administrators on many estates and has himself served as an executor and administrator. Rob brings a practical and empathetic viewpoint to his practice and ensures that his advice is clear and tasks are done in a timely manner.

The world of financial services can be complex and difficult to navigate a clear path to your future. Deneen takes a practical and realistic approach to developing a personalized financial plan tailored to meet your needs and goals.

Deneen Cunningham

CFP, CLU, CHFC, CHS

Stemming from our deep rooted values of community, trust, knowledge and exceptional service, C.R. Smith Financial Services  provides it’s clients, their families and their businesses with peace of mind by effectively managing all their insurance and financial planning needs. Proudly Serving the Niagara Region and Beyond since 1974

We provide holistic wealth management to a select group of high net worth individuals.  Our unique LifeWealth approach guides our clients through all of life's stages. 

We have combined experience of over fifty years, this knowledge allows us to guide our clients with proven expertise.

I hold the CFP, CLU, EPC and CIM designation. 

Hi, thank you for your interest.  I am the owner of  Lifestyle55+Network Inc - providers of the www.SeniorCareAccess.com portal.  We develop training programs for many types of service providers servicing older adults (seniors) in transition.  Former Lic REALTOR and MASTER-Accredited Senior Agent, we  offer a National Canadian Real Estate referral program through our Licensed  Accredited Senior Agents and MASTER-Accredited Senior Agents.  We also offer consulting services for families of older adults when faced with the questions of 'What do we need and Who can help us' , basically holding their hands through the many processes and challenges older adults face when a life transition happens.  We also deliver the www.SeniorCareAccess.com portal offering Canada's most extensive Retirement and LTC home database, consulting and marketing opportunities for service providers.  We are proud to be part of the CEA association and look forward to connecting with you.

At Lane Cuthbert Financial, we know you want to build a successful and stable financial future. You’ve worked hard to save and invest your money wisely, but are feeling confused and discouraged at how to set up your Estate effectively.

We believe planning for your future doesn’t need to be complicated. We help clients, just like you, cut through the confusion and build secure financial futures.

With our support and a custom strategic plan in place, you can earn, invest and build a legacy with confidence.

Financial Advisor helping clients with retirement and estate planning. 

Sole-practitioner CPA, CA, LPA. Clients are mainly Businesses, but many non-profits, Estates and Individuals as well. Services include, financial, accounting, personal and corporate taxes.