Find a CEA

With over 20 years of experience in the financial sector and currently serving as a Financial Planning Assistant. My goal is to provide practical guidance and support for clients managing their
finances or handling executor responsibilities.  

I am the Senior Managing Partner of Relevant Life Financial Group.   EPC CPCA and currently studing for my CFP 

I have been a financial advisor and Branch Manager with Freedom 55 Financial for 26 year. I started my own firm in 2015. 

We provide full financial planning and products to our clients.  We have offices in North Bay Sudbury, Sault Ste Marie and Kingston Ontario.  

I have 11 advisor and 6 admin staff members that work and service our over 5200 clients through out Ontario.  

Angela specializes in uncovering and securing capital donations for charities, churches, and organizations across Ontario. By leveraging a proven system, she helps benefactors redirect funds otherwise allocated to taxes into meaningful legacy giving. This strategy not only creates significant and unexpected contributions for cherished organizations but also establishes a lasting impact for both the donor and their community.       

Using existing government provisions and a diverse range of renowned
fund options, Angela designs exciting legacy plans that sustain impactful programs and secure the future of vital organizations. Through workshops, personalized consultations, and tailored financial solutions, she partners with leaders to develop sustainable strategies that foster generosity, simplify administrative processes, and maximize long-term benefits.  

Angela’s approach ensures that benefactors can also leave
increased legacy for their own families which supports the donation.  This essential
aspect is key to successful realization of any legacy strategy!  Her teams commitment to gentleness, peace of mind and clarity engages
your community with care, confidentially honouring donor intentions and equipping organizations to keep their mission alive into a thriving future.

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.

Chartered Public Accountant - Provider of Assurance and Tax Services to small entreprenuers and corporate entities

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 20 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 estate planning.

I AM A LIFE INSURANCE ADVISOR WITH ONE MISSION FIRST AND FOREMOST PROTECTING AND DOING WHAT IS RIGHT FOR THE CLIENT !