Find a CEA

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. 

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.

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 now. Our team uses a personal approach and has developed «The Prosperity Blueprint» for client to achieve their life goals.

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.

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 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.

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 my CLU and CHS designations and have completed the CFP program.  

The firm I founded has 3 other associates advisors, all with at least their CFP, 2 with CLU and a actuary.

Our philosophy is to best serve our clients is to build a strong client/advisor relationship.  When we establish the relationship we build a more customized, unique and personalized plan to meet the clients overall objectives.  

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.

CFP, EPC, CHS, CLU, CEA

Life insurance

Disability Insurance

Critical Illness Insurance

Group Insurance

Health Insurance

Investments

Estate Planning

Succession Planning

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

Designations

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

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 Investment Industry Regulatory
Organization of Canada. Insurance
products and services are offered through Action Financial Group Ltd.

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 included assisting in all types of residential appraisals including assignments dealing with estate, litigation, and mortgage work. S. Rayner and Associates has been in business for over 35 years providing comprehensive appraisal work in the residential, commercial and industrial fields.