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

Halifax, NS Contact

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… Read more »

Area serviced: Halifax, NS

902- 456-9540

Nathan Cragg, CEA
Head of Sales and RevOps

Saskatoon, SK Contact

Cadence is an integrated, end-to-end solution that streamlines both the estate planning and settlement processes. Businesses that use Cadence can support their bereaved clientele without adding extra work to their plate, and individuals that use Cadence… Read more »

Area serviced: Saskatoon, SK

647-409-1441

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

Trevor Cresswell, CEA
N/A

Toronto, ON Contact

Area serviced: Toronto, ON

6474350422

Lesley Cronk, CEA
Certified Financial Planner

Picton, ON Contact

# Read more »

Area serviced: Picton, ON

613-707-0717

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

Oakville, ON Contact

Area serviced: Oakville, ON

9053305767

Thompson Cuffy, CEA
Insurance & Investment Broker, CEA

London, ON Contact

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… Read more »

Area serviced: London, ON; Woodstock, ON; Oshawa, ON; Barrie, ON; Windsor, ON

6473805468

Santo Cugno, CEA
Wealth Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

416-315-3641

James Culford, CEA
Associate

London, ON Contact

Area serviced: London, ON

866.607.1502 Ex 204

Luanne Currie, CEA
Chartered Professional Accountant

Edmonton, AB Contact

Area serviced: Edmonton, AB

780-721-4825

Brandon Currie, CEA
Advisor

St. Catharines, ON Contact

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… Read more »

Area serviced: St. Catharines, ON

2896686746

Caroline Dabu, CEA
VP, Head of Wealth Planning

Toronto, ON Contact

Area serviced: Toronto, ON

416-359-5843

Jennifer Daniel, CEA
CFP, CEA

Brantford, ON Contact

Jennifer Daniel is a Certified Financial Planner® focused on Corporate Exit Planning - helping clients financially plan to exit their corporate careers with confidence into retirement or a new career.
Knowing clients have unique needs at this… Read more »

Area serviced: Brantford, ON

5197327741

Meghan Davis, CEA
Owner

Kingston, ON Contact

Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm which specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and her CEA designation in… Read more »

Area serviced: Kingston, ON

6135446544

Area serviced: Saskatoon, SK

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.

Area serviced: Toronto, ON

Area serviced: Picton, ON

Lesley has worked in the financial services industry for over 25 years, earning her Certified Financial Planning Designation in 2020. Lesley is passionate about educating her clients and helping them navigate the world of financial planning.

Area serviced: Oakville, ON

Area serviced: London, ON; Woodstock, ON; Oshawa, ON; Barrie, ON; Windsor, ON

Area serviced: Toronto, ON

Area serviced: London, ON

Area serviced: Edmonton, AB

Area serviced: St. Catharines, ON

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

Area serviced: Toronto, ON

Area serviced: Brantford, ON

Knowing clients have unique needs at this stage of their lives, she developed the Great
Exit™ Planning Process to provide a structured approach to financial planning through this pivotal time.

While her clients may be focused on their own exit planning goals, they are often called upon to act as Executor for loved ones, and so Jennifer has added to her credentials with the CEA designation to support her clients through these difficult times, as well as help her clients optimize their own Estate Plans.

Area serviced: Kingston, ON

Previously, she worked in the tax practices of both international and local accounting firms and has over a decade of experience in personal, corporate and trust taxation.