Find a CEA

Search Filters


Clear Search
1317 Results Found
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
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. … Read more »
Area serviced: Niagara-on-the-Lake, ON; Mississauga, ON
9053997285
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: 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; Thornhill, ON
416-993-2532

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
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
Area serviced: Niverville, MB
204-392-6688
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
Provide estate planning for clients using a 360 degree view in order to take into account all factors.  
Provide a full suite of planning services and Wealth Management strategies with the goal of the most after tax outcome.  
I personally have… Read more »
Area serviced: Ajax, ON
2893141027
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… Read more »
Area serviced: Peterborough, 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
Personal financial planner c/w investments, estate planner, personal tax prep
Designations
Chartered 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
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… Read more »
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
Tania Dupuis is a graduate of Simon Fraser University and is currently a candidate member of the Appraisal Institute of Canada. She has been working with S. Rayner and Associates, Appraisers & Consultants since January of 2018. Her job description has… Read more »
Area serviced: Kingston, ON; Belleville, ON; Prince Edward, ON; Brockville, ON; Gananoque, ON; Loyalist Township, ON; Lennox-Addington, ON; Elgin, ON; Howe Island, ON
613-384-8921


Sonia Egey-Samu is a Senior Wealth Advisor with Clarity Wealth Counsel in Campbell Business Park, St. Albert. Her company has been awarded Top Wealth Advisory Team in St.Albert for the past three consecutive years.
She is an active member of the… Read more »
Area serviced: St. Albert, AB; Edmonton, AB; Stony Plain, AB; Spruce Grove, AB
780-418-6900