Find a CEA

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. 

Jen Denys, is the Aftercare Specialist at Haskett Funeral Homes, a program she helped launch in 2016.  Bringing her expertise as a facilitator and business professional, Jen is a compassionate, supportive and conscientious guide as she assists families with much of the paperwork during their time of need.  Jen is a Certified Funeral Celebrant, a Certified Professional Coach and is currently pursuing her Master of Theological Studies.  

Daniel Dessureault
joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is
responsible for the provision of value-added services and leading edge
insurance solutions to financial advisors working in the business owner, family
enterprise and high net-worth market throughout Ontario. His role is to utilize
a team-coordinated approach to sales opportunities by ensuring business synergy
and collaboration between all marketing resources.

Daniel has over
twenty-five years of experience in the insurance and financial services
industry in the areas of marketing, national sales and distribution management
including senior management roles with some of Canada’s largest insurance
organizations. Throughout his career, Daniel has focused on enhancing sales and
marketing opportunities through the establishment of strong mutually beneficial
relationships and the development of creative marketing strategies.

Fully bilingual,
Daniel graduated with a Bachelor of Science in Actuarial Science from Laval
University. A member of CALU (Conference for Advanced Life
Underwriting), Daniel has his CLU designation and obtained his
CFP designation in 2018.

Marion Dewey PFP CEA RBC Royal Trust and Estate Services for Atlantic Canada marion.dewey@rbc.com

Estate and Trust Advisor working with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.

Sensitive to the difficult and sometimes overwhelming responsibilities that can face Executors.

More than 25 years of financial services industry experience. This depth of experience coupled with professionalism and dedication to client services helps me guide my clients through the complexities of estate settlement.

Our practice is focused on Seniors, helping them with their cash flow, investments and Estate planning. 

Mebs Dhalla,CIM,FSCI,CLU,TEP

Certified Financial Planner (CFP)

With about 18 years of experience in the financial industry; I became an advisor in 2011. Prior to my current role, I was an employee of  Sun Life Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care, etc.

As an advisor, I guide my clients in reaching their goals with a holistic approach: risk protection, savings strategies, estates and retirement planning.

My ability to provide good service and educate clients is made possible through the consistent help of my direct and extended Teams (my staff, partners at fund companies, as well as the Wealth, Insurance and Estate support at Sun Life).

I am a father of a wonderful son and a sweet daughter; been happily married since 2005. My family support has tremendously contributed to my success.

I do spend a lot of time giving back to my community through volunteering work and other roles, and been board member and chair of various community based organizations.

Fully bilingual in French and English, speak few other languages; passionate about positivism, love cultural diversity and languages. Practice various sports and games, I enjoy cultural and eco & political discussion.

Financial Planning Service offering advice on retirement planning, taxation, estate, cash flow and risk protection.

Licensed Investment Fund and Insurance within the Province of Ontario.

Certified Registered Retirement Consultant

Certified Executor Advisor

I enjoy working with my clients to help build and secure their financial futures.  Together we decide what's important and develop strategies to  achieve realistic goals. The world is ever changing and education is what helps us keep up. As a Certified Financial Planner CFP, Certified Executor Advisor CEA, Chartered Life Underwriter CLU, Chartered Financial Divorce Specialist CFDS, Certified Health Insurance Specialist CHS I am always learning and willing to share my experiences with others.

Business focuses mostly on financial planning, including investments, both life and critical illness insurance and  estate planning.