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Mississauga, ON

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… Read more »

Area serviced: Mississauga, ON

905-615-5673

Paul Cutajar Lifestyle55+ MASTER, CEA

Owner

Niagara-on-the-Lake, ON

Area serviced: Niagara-on-the-Lake, ON; Mississauga, ON

9053997285

Mitzy Dadoun Master ASA, EPC, CPCA, CEA

Real Estate Broker

Lindsay, ON Lindsay, ON

Helping clients navigate issues related to selling an estate property and doing their insurance and estate planning gives me great joy.
I have 35 years of real estate, investment, insurance and estate planning experience. I have a degree in Urban… Read more »

Area serviced: Lindsay, ON; Vaughan, ON; Toronto, ON; Aurora, ON; Markham, ON; Newmarket, ON; Ajax, ON; Oshawa, ON; Etobicoke, ON; Metro Toronto, ON; Mississauga, ON; Stouffville, ON; Pickering, ON; North York, ON; Whitby, ON; Port Perry, ON

416-993-2532

Guy Daigneault, CEA

Wealth Manager

Montreal, QC

Author, Speaker as well as Fellow of the Canadian Securities Institute (FCSI), Guy Daigneault has been an entrepreneur for over 30 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager (CIM) for more than 20 years… Read more »

Area serviced: Montreal, QC; Toronto, ON

514-871-4349

Scot Dalton, CEA

CEA

Kitchener, ON

ERAssure® Estate Risk Protection Plan Inc

Scot Dalton is a 30 year veteran of the property casualty insurance industry. With senior executive level experience in both underwriting and distribution he has focused his efforts on creating and implementing… Read more »

Area serviced: Kitchener, ON

855-636-3777

Karen Daman, CEA

Partner

Niverville, MB

Area serviced: Niverville, MB

204-392-6688

Richard Daugherty, Candidate

President

Waterloo, ON

Area serviced: Waterloo, ON; Kitchener, ON

5198975040

Thomas Deal, CEA

Owner

Windsor Jct, NS

My name is Thomas Deal and I am accounting professional, Quickbooks Pro Advisor and business consultant. I have operated a accounting business for several years with bookkeeping, taxes, business consultant my primary services.
I am looking for ways… Read more »

Area serviced: Windsor Jct, NS

9024023688

Richard DesJardine, CEA

Peterborough, ON

Area serviced: Peterborough, ON

RACHEL DESMARAIS, CEA

President

Owen Sound, ON

CFP, EPC, CHS, CLU, CEA
Life insurance
Disability Insurance
Critical Illness Insurance
Group Insurance
Health Insurance
Investments
Estate Planning
Succession Planning

Read more »

Area serviced: Owen Sound, ON

5194161600

David Dryburgh, CFP®, TEP, CEA, CEA

Investment Advisor, Insurance Advisor

St. Thomas, ON Ailsa Craig, ON

Area serviced: St. Thomas, ON; London, ON; Strathroy, ON; Grand Bend, ON; Komoka, ON; Sarnia, ON; Exeter, ON; Goderich, ON; Ingersoll, ON; Stratford, ON; Ailsa Craig, ON

519-631-4724
519-200-5664

Shannen Fisher, CEA

Financial Advisor

Prince Albert, SK

Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan. Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.
After completing… Read more »

Area serviced: Prince Albert, SK; Saskatoon, SK

888-788-5459

Nancy Fox, CEA

Senior Financial Consultant

Waterloo, ON

Area serviced: Waterloo, ON; Kitchener, ON

5198862360

Ian Fraser, Candidate

Legacy Advisor | Emeritus

Kingston, ON

Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs.

We work with strategic… Read more »

Area serviced: Kingston, ON

6135307258

Jan Fraser, CFP, CIM, CLU, CEA, RWM, CEA

Senior Financial Life Planner

Winnipeg, MB

Area serviced: Winnipeg, MB

204-987-7777 x 205

Area serviced: Niagara-on-the-Lake, ON; Mississauga, ON

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.

Helping clients navigate issues related to selling an estate property and doing their insurance and estate planning gives me great joy.

I have 35 years of real estate, investment, insurance and estate planning experience. I have a degree in Urban Affairs and Real Estate. I’m a CPCA and Master Accredited Senior Agent, Elder Planning Counsellor and CEA.

I act as a financial quarterback connecting my clients with other trusted advisors and helping them look at their financial world in a holistic way rather than piecemeal.

I am the author of several books on building wealth with insurance and real estate and would be pleased to provide you a copy of one of my books when we meet.

Area serviced: Montreal, QC; Toronto, ON

Area serviced: Kitchener, ON

ERAssure® Estate Risk Protection Plan Inc

Scot Dalton is a 30 year veteran of the property casualty insurance industry. With senior executive level experience in both underwriting and distribution he has focused his efforts on creating and implementing relevant financial solutions for emerging personal and corporate risks, but where insurance has never been contemplated.These new products are marketed using non-traditional distribution models; logical channel partners, quiet integration with their core business processes, and implemented using technologies that compress the distribution effort and expense.ERAssure® is a fine example of a relevant response to significant emerging risk in the pending inter-generational transfer of wealth as baby boomers age.

Professional qualifications and memberships

Chartered Insurance Professional, Insurance Institute of Canada
Diploma, Insurance Administration, Mohawk College, Hamilton, ON (1978) (Dean’s List)
Canadian Chartered Insurance Broker (CCIB)

Community Involvement

Member, Finance Committee, Grand River Hospital Foundation, Kitchener, ON

Presentations and publications

Scot is a frequent speaker to members of the Canadian Bar Association across Canada. He has prepared papers and presented to members of the Law Society of Upper Canada and Law Libraries across Ontario, as well as chapters of the Estates Planning Council and Canadian Association of Farm Advisors.

His presentation material is focused on risk areas for executors and estate trustees during estate administration and the related risk environment for professional advisors to estate administrators.

Area serviced: Niverville, MB

Area serviced: Waterloo, ON; Kitchener, ON

Area serviced: Windsor Jct, NS

I am looking for ways to add value to my existing client base as well as a tool for attracting new business. This option seems to an affordable option with topics very relevant to many of my clients.

My business is unique as I facilitate and encourage business owners to adopt every increasing technological changes in the accounting industry which allows them to save time and money in a real way.

Area serviced: Peterborough, ON

Richard Desjardine has been involved in the financial services industry since 2005 and has held the position of Vice President of Development for the Canadian Institute of Certified Executor Advisors since 2011. He has been actively involved in orchestrating the cicea curriculum and ensuring the messages of simplicity and relevance for CEA candidates.Going forward, Richard will be involved in marketing the CEA program with specific focus on on-line program promotion, and ensuring the new generation of Canadian professionals takes on an active role in working with executors and testators.

Area serviced: Owen Sound, ON

CFP, EPC, CHS, CLU, CEA

Life insurance

Disability Insurance

Critical Illness Insurance

Group Insurance

Health Insurance

Investments

Estate Planning

Succession Planning

Area serviced: St. Thomas, ON; London, ON; Strathroy, ON; Grand Bend, ON; Komoka, ON; Sarnia, ON; Exeter, ON; Goderich, ON; Ingersoll, ON; Stratford, ON; Ailsa Craig, ON

Work with clients to identify goals which will then provide the outline for the implementation of the financial plan. Provide investment and insurance solutions. Offer clients a comprehensive, fully diversified portfolio encompassing mutual funds, exchange traded funds, stocks, bonds, and GICs. Ensure investment recommendations are suitable and align with client’s financial goals, objectives and risk tolerance. Respond to client requests, inquiries, and concerns promptly and efficiently. Preparing, analyzing, and presenting reports and recommendations. Adhere to regulatory policies by staying up to date with all industry rulings and practices through continuing education. Beyond the investments, review and implement tax strategies, net worth and cash flow planning, risk management planning and estate planning to create an individualized financial plan.
iA Private Wealth is a trademark and business name under which iA Private
Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian
Investor Protection Fund and the Canadian Investment Regulatory Organization. Insurance
products and services are offered through Action Financial Group Ltd.

Area serviced: Prince Albert, SK; Saskatoon, SK

After completing her university education, Shannen lived and worked in South Korea from 2003 to 2005. During that time, she traveled and worked in various countries and cities, and has many interesting stories to share.

She started her career in financial services in 2007 with Sun Life Financial where she was the Long-Term Care Insurance Specialist. From there, she moved to CIBC Imperial Service where she worked as a Financial Advisor for high net worth clients serving the Prince Albert and La Ronge branches. In 2010, she moved to Thierman Financial, where she handled insurance, investments and lending products with a focus on educating and advising clients to help them meet their goals. In 2020, Shannen decided to forge out on her own and opened Prairie Lily Financial.

She received her Certified Financial Planner (CFP) designation in 2013, her Certified Executor Advisor (CEA) designation in 2016. She is a member of Advocis, the Financial Advisors Association of Canada, the Betty-Ann Heggie Womentorship Program and the International Society of Female Professionals.

Shannen has been the recipient of numerous awards, including the Manulife Bank President Award 2011 (#3 in Canada), and various BOB Awards. Currently she is recognized as a top advisor with Canada Life.

Shannen is proud to be a donor of the Prince Albert Mobile Crisis Unit and Sexual Assault Center. Previously, she sat on various boards, including Habitat for Humanity, Prince Albert affiliate, and the Canadian Cancer Society, Prince Albert unit.

In her spare time, Shannen enjoys traveling, reading, yoga, gardening, rowing and spending time with her son and pets.

Area serviced: Waterloo, ON; Kitchener, ON

Area serviced: Kingston, ON

Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs.

We work with strategic donors. We function as a comprehensive gift planning outsource service for small-to-medium sized charitable organizations. We support the planned giving staff in their important work. But what we really do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and if desired, to charity.

Area serviced: Winnipeg, MB

Jan leads the Fraser & Partners team as the Senior Financial Life Planner. Along with CFP, CIM, CLU, RWM, and CEA designations,
Jan holds a Bachelor of Education degree, with a double major in
mathematics and history, and a Master of Education specializing in adult
learning and counselling. Prior to becoming a financial life planner,
she worked in the field of adult learning, as a consultant in
post-secondary education, and as a partner in a Winnipeg-based
management consulting firm.

Jan and her team work with business owners, professionals, farm families,
dual-income couples, singles, and retirees. Jan is particularly
interested in working with people to implement tax-efficient strategies
for retirement income, intergenerational wealth transfer, and charitable
giving.

Jan is skilled in inspiring people to discover and articulate what really
matters to them and then to design and implement the strategies to
realize their vision. This process of financial life planning aligns
personal values, talents, and resources with strategy. Jan has a keen
grasp of the forces shaping the global economy, and knowledge of global
markets, financial strategies, and products. In collaboration with Jan
and her team, clients design life plans that enable them to live
extraordinary lives.

Away from the office, Jan lives her Life Aligned® spending time with her grandchildren, taking road trips, cycling, and zipping around the lake in her Zodiac!