Find a CEA

Search Filters

1531 Results Found

Kathy Dukoff, CEA
Business Consultant | Advisor

Toronto, ON Contact

I am a seasoned business executive with over 30 years of experience as a founder and COO in the workplace health and safety industry.
With my entrepreneurial background, I possess some unique insights and first hand experience into the needs and… Read more »

Area serviced: Toronto, ON

416.704.3908

Dean Dunbar O.N.EPC,CEA, CEA
Financial Security Advisor

Elora, ON Contact

With over 35 years of advising clients on financial and estate matters including insurance, investments, wills and POA support. I focus on a holistic approach to individual/ family changing needs and solutions at every stage of life.
… Read more »

Area serviced: Elora, ON; Guelph, ON; Halton Hills, ON; Orangeville, ON; Fergus, ON

519-843-2056

Rhonda Duncan, CEA
Financial Advisor

Winnipeg, MB Contact

I have focused my career on helping clients determine their short-term, long term and “wouldn’t it be nice to have”…term goals. Working alongside families, business owners and retirees, I have shown how achieving goals is possible with proper… Read more »

Area serviced: Winnipeg, MB

204-515-4003

Michael Dunn, CEA
Wealth Advisor

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON

16473399807

Jaryll Dunne, CEA
Senior Family Service Advisor/Founder

Calgary, AB Contact

Jaryll is the Founder of Maxxentum Inc. and started Maxxentum to guide Executors and surviving family members in order to help alleviate the confusion and stress by supporting them through the steps of settling an Estate.
With over 35 years of experience,… Read more »

Area serviced: Calgary, AB; Edmonton, AB; Airdrie, AB; Cochrane, AB; Okotoks, AB

403 605 0572

Kevin Dunphy, CEA
Financial Planner

St. John's, NL Contact

I have my CFP and CLU designations with over 35 years in the financial planning industry as Senior Advisor. I work with a team of 8 (1 additional senior advisor, 2 associate advisors & 4 administrative staff)
Investment management and services are… Read more »

Area serviced: St. John's, NL

709 579 2056

Shawn Dupuis, CFP, RRC, CEA
Consultant

St. Albert, AB Contact

# Read more »

Area serviced: St. Albert, AB; Sturgeon County, AB; Edmonton, AB; Sherwood Park, AB; Morinville, AB; Beaumont, AB; Ft. Saskatchewan, AB; Legal, AB; Spruce Grove, AB; Stony Plain, AB

7809646488

Brook Dyson, CEA
Financial Advisor

Collingwood, ON Contact

Area serviced: Collingwood, ON

9052200892

Melany Eastman, CEA
President

Flamborough, ON Port Dover, ON Contact

Area serviced: Flamborough, ON; Port Dover, ON

9056903667
9055180597

Tim Eastwood, CEA
Retired

Guelph, ON Contact

Area serviced: Guelph, ON; Lindsay, ON

15197667871

Ben Eby, CEA
Senior Financial Advisor, MBA, CPA, CMA, CIM, CFP, CLU, CHS, CEA

Waterloo (Region), ON Contact

Eby Financial Group has been partnering with clients for over 25 years. We are a team of knowledgeable professionals offering customized Wealth Management Strategies and Insurance Solutions to individuals, business owners and multi-generational families.

Our… Read more »

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Hamilton, ON; Guelph, ON; Brampton, ON; Stratford, ON; Collingwood, ON; Owen Sound, ON; Woolwich, ON; Kitchener, ON; Cambridge, ON

(519) 725-2006

Patrick Eckert CFP, FCSI, FMA, CEA
Financial Advisor

Mississauga, ON Contact

Area serviced: Mississauga, ON; Oakville, ON

9058141270

David Edey, CEA
Financial Advisor

Montreal, QC Contact

He is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. He is the best-selling author of The Executor Help: How to Settle an Estate. He also hosts the podcast of the same name.

For… Read more »

Area serviced: Montreal, QC

5149833676

Cory Edwards, CEA
Branch Manager

Waterloo, ON Contact

Area serviced: Waterloo, ON

5198867882

Douglas Edwards, CEA
President

Kitchener, ON Contact

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON

519-496-8255

Area serviced: Elora, ON; Guelph, ON; Halton Hills, ON; Orangeville, ON; Fergus, ON

Area serviced: Winnipeg, MB

When building customized solutions, Rhonda takes the time to understand your ‘big picture’ and is committed to finding solutions to create a personalized financial plan. The plans Rhonda develops for each client are unique to them and become a living document requiring ongoing monitoring and adaptation as life unfolds.

Rhonda understands no two situations are alike and appreciates the trust that her clients have placed in her over the years to come up with solutions to meet each individual’s needs. She has experience working alongside client’s accountants and lawyers to ensure optimal, customized solutions.

In her spare time, Rhonda can be found spending time with her dog Archie, staying active and spending time with friends and family.

Area serviced: Toronto, ON

Full service Wealth advisor helping clients build and preserve wealth using holistic financial planning. Holds the CFP and CIM designations.

Area serviced: Calgary, AB; Edmonton, AB; Airdrie, AB; Cochrane, AB; Okotoks, AB

With over 35 years of experience, Jaryll has dedicated 26 years to funeral services, following a successful banking career.

As a Certified Executor Advisor, she combines financial acumen with compassion, aiding grieving families and Executors in estate settlement.

Jaryll's diverse background uniquely positions her to navigate end-of-life complexities, offering empathetic support. Her commitment to staying current in the field is evident in achieving the Certified Executor Advisor designation.

Passionate about easing others' burdens, Jaryll brings a wealth of knowledge to assist families through the challenging process of estate settlement.

Area serviced: St. John's, NL

Investment management and services are sold via our dealer "Investment Planning Counsel " and insurance product & services via PPI Advisory.

Working with families, small business owners to provide " A lifetime of informed financial decisions".

Area serviced: St. Albert, AB; Sturgeon County, AB; Edmonton, AB; Sherwood Park, AB; Morinville, AB; Beaumont, AB; Ft. Saskatchewan, AB; Legal, AB; Spruce Grove, AB; Stony Plain, AB

Full-Service Financial Planner servicing the St.Albert, Alberta area for over 20-Years.

Area serviced: Collingwood, ON

Growing up, my parents instilled the value and importance of saving. As a young man, portions of my allowance and wages were always put aside "for a rainy day". I was taught that hard work and discipline are an integral part of personal and professional success.

As a financial advisor, I have found a career that allows me to help others in a gratifying and productive manner. I believe that educating and explaining financial concepts is incredibly important for my clients, and I strive to make those concepts understandable. I hold the Certified Financial Planner® designation.

I enjoy getting to know my clients, understanding what they are trying to achieve, and creating a personalized plan to help them achieve their goals. Whether it's planning for retirement, saving for post-secondary education, or ensuring that loved ones are protected and taken care of, understanding my clients' goals and needs is my highest priority.

Our office serves clients all over Ontario. Whether you have recently moved to the Collingwood area or are a long-time resident, I would be happy to speak with you about your investment and financial needs.

Many of our clients are in Collingwood and the surrounding areas of Thornbury, Wasaga Beach, Stayner, The Blue Mountains, and Barrie.

When not in the office, I love to spend time with my wife and two daughters. One of our favourite past times is skiing together as a family in the Collingwood area.

Area serviced: Flamborough, ON; Port Dover, ON

As a Financial Advisor and former teacher with over 30 years experience int the financial industry, I believe the Certified Executor Advisor designation to be of great value to my existing clients and new clients moving forward. Losing a loved one is difficult enough without all of the recent changes to the Executor's duties and responsibilities. Let me use my knowledge and experience along with my Educational background to help you.

Area serviced: Guelph, ON; Lindsay, ON

In 1994, I traded in my hammer and saw for a new set of tools. After 10 years renovating homes, I embarked on a new career in financial planning. Renovating homes was rewarding, but I couldn't face the prospect of working through yet another cold Canadian winter. So I set off to Toronto to learn my new trade and even though the environment couldn't have been more different, the lessons I had learned in the previous decade would be a huge benefit in the years to come.

The renovations I performed always involved tearing down existing structures. Opening up walls, highlights the benefits of careful planning and prudent construction. It's easy to work on a well-built home with a solid foundation. On the flip side, I saw many examples of shoddy building that led to modifications, cost overruns and missed deadlines. The reasons for the "tear down" were different for each job (structural problems, updating to code, or simply homeowners wanting a change). The tricky part was that until you opened up the wall, you were never entirely sure what conditions you were going to face. Once you busted through the dry wall, you had passed the point of no return. (A great way to learn problem solving skills)

In one of my current roles I help our clients "tear-down" their estate plans. Whether you know it or not, you already have an estate plan in place, and chances are it is not "exactly" what you want. The good news is that we don't have to bust any drywall to fix it. How can I be so sure that your estate plan needs to be renovated?

1) Structure - some plans simply don't accomplish what YOU want
2) Updating to code - taxes and laws change over time, your plans need to adapt
3) Life - has anything changed since your last estate plan (family, finances, feelings?)

Area serviced: Waterloo (Region), ON; Toronto, ON; London, ON; Hamilton, ON; Guelph, ON; Brampton, ON; Stratford, ON; Collingwood, ON; Owen Sound, ON; Woolwich, ON; Kitchener, ON; Cambridge, ON

Our clients appreciate a long-term relationship based on trust, integrity and results. We offer informed advice and work to simplify the administrative burden involved in managing finances effectively. If you would welcome more clarity than you currently have, we would be pleased to meet you.

Area serviced: Mississauga, ON; Oakville, ON

We assist a limited number of Families who value advice with tax efficient cash flow planning to ease the burden on their money. We begin with My Priorities assessment, risk tolerance assessment, proceed with projections and then implement reasoned investment/insurance/legacy recommendations to meet their ever changing needs. Our primary focus is on simplicity AND developing genuine relationships that add value to their lives and ours.

Area serviced: Montreal, QC

He is a Certified Executor
Advisor (CEA) who has
worked in the financial
planning industry in
Montreal for more than 35
years.
He is the best-selling author of The
Executor Help: How to
Settle an Estate. He also
hosts the podcast of the
same name.

For more information go to: David Edey.com

Area serviced: Waterloo, ON

Area serviced: Kitchener, ON; Cambridge, ON; Guelph, ON; London, ON; Waterloo, ON; Brantford, ON; Orangeville, ON; Milton, ON