Find a CEA

As an Elder Planning Counselor and Certified Financial Planner,
Léony’s approach is to educate and assist retirees and seniors to simplify
their season of life, by providing clients with the information, choices
and tools needed to make wise retirement decisions.  She focuses on the
common and unique concerns of retirees such as protecting their savings and tax
efficient income for life and believes a holistic approach to planning is
essential for success.  Leony has extensive experience assisting Executors, Estate Planning and as an Executrix herself.

Léony was ranked #2 on Canada’s Top 50 Adviser list in 2014 and
as a Woman of Influence in Wealth Management in 2015 and 2017.

Located in Goderich, I work with my clients to help them achieve their financial goals. I found the the majority of people need the most help with dealing with estates and who to talk to and what direction to go. I am here to help and guide them. 

For the past 17 years, I have been a full time Real Estate Broker.  My business has focused on Estate Sales and includes both Residential and Commercial. 

In an effort to Provide the Best Service and the Most Timely information, I have successfully completed my Certification in Wills and Estates through Osgoode Law.

I work closely with Lawyers and Families to assist with the Sale of Real Property, Estate Assets (Artwork, Jewelry, all things in the home) as well as assist and support our Mature People to Assisted Living, long term care etc.  I am Designated as a Senior Real Estate Specialist and am considered as an Estate Expert. 

I look forward to helping You and Yours.

We advise high-net-worth individuals, affluent families and successful
entrepreneurs on life insurance and related financial matters.

I have been working in the financial services industry since 2010. I started in retail banking and over time, my passion developed towards individual advice and planning.

Coming from a major Canadian bank, I have a vast knowledge of all aspects of personal finance, from savings, investing, lending, and insurance. I have a strong team working with me that will be able to guide you in all of life's adventures.

I was born and raised in Ontario. I attended school at Dalhousie University in Halifax where I obtained a Bachelor of Arts (Major) in History in 2009. I returned to Ontario and obtained a Bachelor of Arts (Honours) in Political Science from Brock University in 2012. I continued my education in the United Kingdom at the University of Kent where I obtained a Bachelor of Laws (Honours) in 2014. Thereafter I moved to British Columbia and in 2015 obtained a Master of Laws (Common Law) from the University of British Columbia. I was certified by the National Committee on Accreditation of the Federation of Law Societies of Canada in 2015. I split my articling training between a boutique personal injury firm in Vancouver and MacMillan Tucker in Surrey. 

I am called to the bar in both BC (2016) and Ontario (2019).

I am actively involved in my community. I presently am a board member with the Cloverdale District Chamber of Commerce and have volunteered with various civic organizations in both Surrey and Vancouver. 

Steve, is experienced Insurance Agent, is deeply committed to serving individuals and families by ensuring they have the right insurance plans. With a focus on personalized guidance, I have the  expertise to helps clients find tailored solutions.  Additionally, I hold an Elder Planning Designation (EPC), demonstrating  specialized knowledge in addressing the concerns of the elder community. I have background as an Industrial Construction Supervisor (ICCS) further enriches my skill set, ability to manage complex situations enhances his approach to insurance and financial planning. I am particularly passionate about estate planning and serving the senior market, recognizing their specific financial and health-related needs. Steve’s inclusive approach ensures that he works with everyone who seeks assistance. Whether it’s estate planning or addressing the concerns of family members acting as executors, Steve is dedicated to offering open and effective solutions.

Daniel Dessureault
joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is
responsible for the provision of value-added services and leading edge
insurance solutions to financial advisors working in the business owner, family
enterprise and high net-worth market throughout Ontario. His role is to utilize
a team-coordinated approach to sales opportunities by ensuring business synergy
and collaboration between all marketing resources.

Daniel has over
twenty-five years of experience in the insurance and financial services
industry in the areas of marketing, national sales and distribution management
including senior management roles with some of Canada’s largest insurance
organizations. Throughout his career, Daniel has focused on enhancing sales and
marketing opportunities through the establishment of strong mutually beneficial
relationships and the development of creative marketing strategies.

Fully bilingual,
Daniel graduated with a Bachelor of Science in Actuarial Science from Laval
University. A member of CALU (Conference for Advanced Life
Underwriting), Daniel has his CLU designation and obtained his
CFP designation in 2018.

Our practice is focused on Seniors, helping them with their cash flow, investments and Estate planning. 

Mebs Dhalla,CIM,FSCI,CLU,TEP

Certified Financial Planner (CFP)

I have been a financial advisor with Edward Jones for the last 7 years , prior to that independent . I love my work and helping others reach their financial goals. I have a holistic approach to my business , and I am grateful to receive referrals as I grow my business.