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1373 Results Found

Waterloo, ON Contact

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… Read more »

Area serviced: Waterloo, ON

5198809883

Trevor Cresswell, CEA
N/A

Toronto, ON Contact

Area serviced: Toronto, ON

6472858911

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; Mississauga, ON; Burlington, 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

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

James Davison, CEA
Financial Advisor

Halifax, NS Contact

I am an advisor serving primarily Nova Scotia. I live the Halifax area and am married with a 16 year old son. Since starting in the business in 1996, I've acheived the CFP, CLU, and Ch.F.C. designations. I serve the business market, retirement… Read more »

Area serviced: Halifax, NS

9024313434

Glen Dawson, CEA
Wealth Advisor

Calgary, AB Contact

# Read more »

Area serviced: Calgary, AB

403-503-4422

Carmen de Guzman, CEA
Wealth Advisor

Vancouver, BC Contact

As a Wealth Advisor, I help affluent clients discover and achieve what truly matters to them. My approach is very personal, backed by experience, education and breadth in my 26 years at TD. My brand is to execute all high net worth and ultra high net… Read more »

Area serviced: Vancouver, BC

6046543228

Gustavo de la Fuente, CEA
MR.

Kanata, ON Contact

Area serviced: Kanata, ON; Ottawa, ON; Manotick, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON

6132718232

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; Mississauga, ON; Burlington, 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: 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.

Area serviced: Halifax, NS

Area serviced: Calgary, AB

Area serviced: Vancouver, BC

My credentials: CIWM, PFP, B.Econ

Area serviced: Kanata, ON; Ottawa, ON; Manotick, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON

Gus began his career with Freedom 55 in 2003. Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations. He is a member of Advocis and the Million Dollar Round Table. Gus helps families and business owners with their cash/flow, retirement, insurance, and estate planning needs by ensuring his clients' understand their own unique situations.