Find a CEA

Dixie Allen, CEA is a seasoned business professional with 4 decades of experience in the Financial services industry. A McGill management institute graduate bringing her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance  and Estate Planning to her clients. 

As an author and public speaker, she has been a pioneer in bringing matters of personal financial planning to the Canadian public. Her book Here's The Plan is widely held as a go-to book by financial advisors across the country. 

Today, her leadership skills and expertise is providing direction to Estate Executors and Legacy Planning.

"Legacy Planning is not a product, it is a process" Dixie Allen, CEA 

Michele founded what is now Journey Law in 2009. She has recently restricted her practice to estates & estate administration and estate planning. 

Journey Law is the realization of Michele’s vision of providing the best client service possible in a warm, welcoming environment. 

Michele has been busy during her almost 20 years as a lawyer, but you can Google her and read about those things if you want. What likely matters most to you is that Michele is friendly and approachable. She listens individually to the needs of each client and does not believe in a “one size fits all” approach to any legal issue. With more complex matters, Michele prefers a team approach, working with other professionals and advisors to best meet the needs of the client. 

Because she is always looking to enhance her knowledge to assist her clients, Michele has obtained her TEP designation from the Society of Trusts and Estates Practitioners and is a member of the Estate Planning Council of Canada. 

When she is not working on Journey Law, Michele is parenting two young adults and a dog named Finn and spending time with her partner and step-children. She enjoys thrift shopping, travel and spending time with her family.

Joining the insurance industry in 2003, Gurbinder brings
almost 2 decades of sales experience working the financial services fields.Gurbinder first started his
journey in the insurance industry as an advisor and from there has held many
positions – such as inside wholesaler, external wholesaler, sales manager for a
national MGA, a Regional Vice President for an insurance
carrier, and most recently a Business Development Executive for another national MGA. Gurbinder is a strong believer in continuing education, most recently
receiving his EPC and CPCA designation. Gurbinder was voted one of the top 14
wholesalers in Canada in 2016 by the Life | Health Professional magazine. In
December 2018, Gurbinder joined the Insurance Council of British Columbia as a
non-voting member. Gurbinder regularly consults with different insurance
carrier partners on product and marketing development. Recently, in March 2021,
Gurbinder was interviewed for MoneySense magazine to provide transparency on
advisor roles and compensation. Gurbinder currently holds the following designations - QAFP™, CHS, CEA, EPC, CPCA, FIC, ALMI, ACS.

Barb has over 35 years’ experience in Canada’s financial services
industry, working with financial institutions; frontline and back-office/operations
staff; policymakers and regulators; lawyers and tax professionals; as well as government
tax authorities and other civil servants. 
She’s held successive management roles at the Canadian Capital Markets
Association (CCMA), Investment Industry Association of Canada (IIAC), Investment
Funds Institute of Canada (IFIC), Canadian Depository for Securities (CDS), and
Canadian Bankers Association (CBA).  Barb
was named a financial industry "Woman of Influence" by Wealth
Professional Canada in 2015.  Her most
recent achievement is authoring How to Laugh at Death and Taxes: What
Executors, Willmakers, Heirs and Beneficiaries Need to Know, a practical
layman’s guide (with some humour) for people preparing for their death or
coping with the demise of a loved one. 

My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.

Currently i hold the following designations:

CFP

TEP

CLU

CEA

CHS

and a Bachelors in Finance. 

For over 20 years I have been in practice doing personal, business, corporate, trust and final estate income tax returns.  I also help business and individuals negotiate with both the Federal and Quebec governments to find a resolution.  I am also a curator to a person and a mandatory to another so am familiar with the processes. 

Proudly
married to Susanne, together we share six children (three each from previous
marriage).

I
have been in the financial industry for the past thirty years. One reason
I particularly enjoy this business, and the challenges that go along with it,
is the opportunity to connect with people. Throughout my career, I have formed
some significant client relationships.

My
real strength is my attention to detail. I pride myself on my reputation for
following through and meeting deadlines.

Now,
with my new CEA designation, I’ll strive to help my clients in a new facet of
our industry.

Bill is a Certified Executor Advisor, Lifestyle 55+ Master REALTOR® with Lifestyle 55+ Network Inc. and REALTOR® with EXP Realty Brokerage. With a background in wealth management spanning nine years before transitioning to real estate in 2015, Bill identified a crucial gap in the industry. He observed that financial planners and investment advisors lacked a trusted REALTOR® in their network who understood the unique needs of their 55+ clientele. This realization motivated Bill to cultivate relationships with financial planners and investment advisors to enhance the quality of life for the 55+ demographic and their middle-aged children.