Find a CEA

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 ! 

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. 

I am an accounting tech with experience and education in many areas such as accounting, agriculture and horticulture. I prepare personal, corporate and estate tax returns for clients. As we live in a rural area, we are able to serve a vast array of clients with varying needs and goals. 

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.

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