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Toronto, ON Contact

As a Tax Partner, Paul Coleman, CA, CFE, FEA has over thirty years experience in public accounting, focusing upon the provision of business advisory, family facilitation and transition planning services to owner-managed enterprises and high net worth… Read more »

Area serviced: Toronto, ON

Larry Craig, CEA

VP Finance

Waterloo, ON Contact

Area serviced: Waterloo, ON

5198809883

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

Investments

Toronto, ON Contact

Area serviced: Toronto, ON; Oakville, ON; Mississauga, ON

416-722-0061

Ashley Currin, CEA

Associate Investment Advisor

Mississauga, ON Contact

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… Read more »

Area serviced: Mississauga, ON

905-615-5673

Mitzy Dadoun Master ASA, EPC, CPCA, CEA

Real Estate Sales Representative

Richmond Hill, ON Contact

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

Area serviced: Richmond Hill, 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

4169932532

Guy Daigneault, CEA

Portfolio Manager

Montreal, QC Contact

Author, Speaker as well as Fellow of CSI, Guy Daigneault has been an entrepreneur for over 25 years. He is a Certified International Wealth Manager (CIWM) and has been a portfolio manager for more than 14 years now. Our team uses a personal approach… Read more »

Area serviced: Montreal, QC

514-871-4349

Scot Dalton, CEA

CEA

Kitchener, ON Contact

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 Contact

Area serviced: Niverville, MB

204-392-6688

Sara Dekeyser, CEA

Manager

Tillsonburg, ON Contact

Area serviced: Tillsonburg, ON

5198424246

Richard DesJardine, CEA

CEA

Peterborough, ON Contact

Area serviced: Peterborough, ON; Ajax, ON

Rita Dillon, CEA

Financial Planner

Kingston, ON Contact

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

Area serviced: Kingston, ON; Brockville, ON

6133847511

Joseph Ditzend, CEA

Proprietor

Cambridge, ON Contact

Personal financial planner c/w investments, estate planner, personal tax prepDesignationsChartered Financial Planner, Elder Planning Counselor (EPC) Certified Executor Advisor (CEA) Read more »

Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON

519 623 6792

Mauro Driusso, Candidate

Advisor

Calgary, AB Contact

Area serviced: Calgary, AB

4037085659

David Dryburgh, CEA

Associate Investment Advisor, Insurance Advisor

St. Thomas, ON Ailsa Craig, ON Contact

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

Marguerite (Peggy) Eastman, Candidate

Associate Financial Advisor

Nepean, ON Contact

Area serviced: Nepean, ON

613-829-3333

Area serviced: Waterloo, 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; Oakville, ON; Mississauga, ON

Area serviced: 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 guide our clients with proven expertise.

I hold the CFP, CLU, EPC and CIM designation.

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

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

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

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: Tillsonburg, ON

Area serviced: Peterborough, ON; Ajax, 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: Kingston, ON; Brockville, ON

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

Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON

Personal financial planner c/w investments, estate planner, personal tax prep

Designations

Chartered Financial Planner, Elder Planning Counselor (EPC) Certified Executor Advisor (CEA)

Area serviced: Calgary, AB

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

Area serviced: Nepean, ON