Find a CEA

I am the Senior Managing Partner of Relevant Life Financial Group.   EPC CPCA and currently studing for my CFP 

I have been a financial advisor and Branch Manager with Freedom 55 Financial for 26 year. I started my own firm in 2015. 

We provide full financial planning and products to our clients.  We have offices in North Bay Sudbury, Sault Ste Marie and Kingston Ontario.  

I have 11 advisor and 6 admin staff members that work and service our over 5200 clients through out Ontario.  

Angela specializes in uncovering and securing capital donations for charities, churches, and organizations across Ontario. By leveraging a proven system, she helps benefactors redirect funds otherwise allocated to taxes into meaningful legacy giving. This strategy not only creates significant and unexpected contributions for cherished organizations but also establishes a lasting impact for both the donor and their community.       

Using existing government provisions and a diverse range of renowned
fund options, Angela designs exciting legacy plans that sustain impactful programs and secure the future of vital organizations. Through workshops, personalized consultations, and tailored financial solutions, she partners with leaders to develop sustainable strategies that foster generosity, simplify administrative processes, and maximize long-term benefits.  

Angela’s approach ensures that benefactors can also leave
increased legacy for their own families which supports the donation.  This essential
aspect is key to successful realization of any legacy strategy!  Her teams commitment to gentleness, peace of mind and clarity engages
your community with care, confidentially honouring donor intentions and equipping organizations to keep their mission alive into a thriving future.

As an Elder Planning Counselor and Certified Financial Planner,
Léony’s approach is to educate and assist retirees and seniors to simplify
their season of life, by providing clients with the information, choices
and tools needed to make wise retirement decisions.  She focuses on the
common and unique concerns of retirees such as protecting their savings and tax
efficient income for life and believes a holistic approach to planning is
essential for success.  Leony has extensive experience assisting Executors, Estate Planning and as an Executrix herself.

Léony was ranked #2 on Canada’s Top 50 Adviser list in 2014 and
as a Woman of Influence in Wealth Management in 2015 and 2017.

Located in Goderich, I work with my clients to help them achieve their financial goals. I found the the majority of people need the most help with dealing with estates and who to talk to and what direction to go. I am here to help and guide them. 

For the past 17 years, I have been a full time Real Estate Broker.  My business has focused on Estate Sales and includes both Residential and Commercial. 

In an effort to Provide the Best Service and the Most Timely information, I have successfully completed my Certification in Wills and Estates through Osgoode Law.

I work closely with Lawyers and Families to assist with the Sale of Real Property, Estate Assets (Artwork, Jewelry, all things in the home) as well as assist and support our Mature People to Assisted Living, long term care etc.  I am Designated as a Senior Real Estate Specialist and am considered as an Estate Expert. 

I look forward to helping You and Yours.

We advise high-net-worth individuals, affluent families and successful
entrepreneurs on life insurance and related financial matters.

I have been working in the financial services industry since 2010. I started in retail banking and over time, my passion developed towards individual advice and planning.

Coming from a major Canadian bank, I have a vast knowledge of all aspects of personal finance, from savings, investing, lending, and insurance. I have a strong team working with me that will be able to guide you in all of life's adventures.

I was born and raised in Ontario. I attended school at Dalhousie University in Halifax where I obtained a Bachelor of Arts (Major) in History in 2009. I returned to Ontario and obtained a Bachelor of Arts (Honours) in Political Science from Brock University in 2012. I continued my education in the United Kingdom at the University of Kent where I obtained a Bachelor of Laws (Honours) in 2014. Thereafter I moved to British Columbia and in 2015 obtained a Master of Laws (Common Law) from the University of British Columbia. I was certified by the National Committee on Accreditation of the Federation of Law Societies of Canada in 2015. I split my articling training between a boutique personal injury firm in Vancouver and MacMillan Tucker in Surrey. 

I am called to the bar in both BC (2016) and Ontario (2019).

I am actively involved in my community. I presently am a board member with the Cloverdale District Chamber of Commerce and have volunteered with various civic organizations in both Surrey and Vancouver. 

Steve, is experienced Insurance Agent, is deeply committed to serving individuals and families by ensuring they have the right insurance plans. With a focus on personalized guidance, I have the  expertise to helps clients find tailored solutions.  Additionally, I hold an Elder Planning Designation (EPC), demonstrating  specialized knowledge in addressing the concerns of the elder community. I have background as an Industrial Construction Supervisor (ICCS) further enriches my skill set, ability to manage complex situations enhances his approach to insurance and financial planning. I am particularly passionate about estate planning and serving the senior market, recognizing their specific financial and health-related needs. Steve’s inclusive approach ensures that he works with everyone who seeks assistance. Whether it’s estate planning or addressing the concerns of family members acting as executors, Steve is dedicated to offering open and effective solutions.