Find a CEA

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. 

bio

A career that spans over 35 years, an independent insurance advisor helping family owned private corporations, incorporated professionals and individuals.  
Offering contracts with all major insurance companies and servicing Ontario, Vancouver and Alberta.
Each client is unique and they require custom options and flexibility.  From living benefits to participating life, universal life, disability and term insurance, clients can be confident that their expectations will be met.

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.

Cherie began her financial service career in 2007, working in Toronto on Bay Street with a leading boutique asset management firm. In 2011, she was awarded the President's List award by the Financial Planning Standards Council when she tied for the second highest mark in the country when completing her final certification exam for the CFP designation.

Cherie is now located in Peterborough, where she as a Certified Financial Planner at Lighthouse Private Wealth. She brings her expertise and attention to detail to the planning process for the firm's clients. Cherie works directly with clients providing hands on wealth management and financial planning.

Based in Leamington, Lisa’s experience at TD Canada Trust and as a retail store owner for much of her professional life before joining MBI Financial in 2012 adds a valuable asset to her client perspective. Herself an avid investor of mutual funds for her family’s portfolio, Lisa loves helping clients find the right investment and insurance products to protect and grow their lifestyle for now and for later. With a Bachelor of Commerce from the University of Windsor, Lisa is an Investment Funds Representative, a Licensed Life Insurance Representative, and an Affiliate Deposit Broker. Bilingual in French and English, Lisa is mom to two wonderfully different kids who helped her find her passion for showing families that they do have time to make sound financial decisions, and ensuring that they are able to pass wealth on to future generations. Friendly and outgoing, Lisa loves placing clients in the best investments for their needs.

Bob is a Senior Paralegal, Practicing Mediator (AFMS) and Certified Executor Advisor (CICEA) located in Edmonton, Alberta. 

Bob has over 25 years of experience in all areas of law. His extensive law experience includes working as a Senior Judicial Clerk with the Court of King's Bench Family, Divorce and Adoptions sections, his Paralegal work, and re-developing the Legal Administrative Assistant Program for a province-wide private college. Bob brings a high level of education, experience and empathy to assist individuals in need.

Merging the legal knowledge and mediation ability with the Certified Executor Advisor designation assures clients of a top tier service with empathy and compassion.

Bob has now opened Estate Wise Services Ltd. and assist families and personal representatives in completing the estate with proper advice and direction to the extensive network of professionals necessary to assist with completion of the estate administration and assist with estate planning.

I am a financial security advisor. 

We are the preeminent Financial Planning Firm in Canada.

Life is rich.

Your financial plan should be, too.

We focus on six areas of your financial life to help you get more out of your money, so you can get more out of life.

Kevin
Andrew Dopko

MBA CFP ACC
FCSI CIWM CIM FMA RRC CPCA CEA MFA-P EPC

Vice-President, Private Wealth Management

Assisting the Canadian Legal Community as a Wealth Specialist,  servicing Ontario and the Eastern Atlantic provinces.