Find a CEA

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.  

Financial Planning Service offering advice on retirement planning, taxation, estate, cash flow and risk protection.

Licensed Investment Fund and Insurance within the Province of Ontario.

Certified Registered Retirement Consultant

Certified Executor Advisor

Tanya DiNicolantonio, Realtor - Remax Escarpment

The job of an executor is a heavy one. This is especially true when you're handling the affairs for your own parents and dealing with all the emotions that come with the process.

Having worked with executors to sell estate property, I have seen the unique pressures they are under to perform their legal duties while managing the feelings and family ties involved in dealing with major life changes.  As a realtor, I bring my knowledge of the market and understanding of the process to assist in liquidating an estate's largest asset, while keeping the stress to a minimum by offering extra support in whatever way I can.  I am happy to share my trusted connections to like-minded professionals who offer their services with compassion and the needed expertise.

BA, Mutual Funds Representative, Senior Advisor 

It is my passion to help my members achieve their future aspirations with a plan tailored to their specific needs for each step of life's journey. 

SASCU is a community based financial institution serving members of all ages. We focus being our members financial partner and offer a full range of services including deposits, mortgages, investments, insurance and retirement planning. 

Gregory Dobson is a Certified Financial Planner at Retirement Navigator.  Gregory began his career working for Canada Revenue Agency, which has provided him with extensive knowledge of the Income Tax Act. Gregory has been in the financial planning industry for over twenty years where he developed specific estate, income tax, and financial planning skills while cultivated trusting client relationships. 

I am a licensed financial advisor who owns a boutique firm with my business partner.  We are an all female office who help our clients reach their financial goals.

We do full financial planning as well, we are mutual fund and life licensed advisors.

We choose the "client first" approach.

Dolan Investments specializes in wealth management for our clients. Our focus is to increase, protect and transfer wealth while reducing taxes. By addressing concerns and events that may affect the future well being of business and personal wealth, we aim to take the worry our of the investment process.

Everything works towards the success of your comprehensive Personal Financial Plan.