Find a CEA

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

As a CFP professional, I specialize in providing tailored financial solutions to affluent clients. My expertise includes estate planning, credit solutions, and strategic advisory, all built on a foundation of trust and long-term relationships. I've been fortunate to have built strong relationships throughout my career both internally within my firm and externally. 

Diana has 25 years experience as an dedicated and thoughtful advisor to her clients with a focus on estate planning and tax efficient strategies. 

Having personally experienced some of life's most challenging situations, she appreciates what is involved in helping her clients feel safe and secure.

Diana has her Level 11 Life Insurance License and CSC.

Jay Dowhaniuk, which is pronounced “Dow-han-e-uk” (don’t worry, even Ukrainians pronounce it wrong!), is a Wealth Manager at Raymond James. Jay’s clients value his personable approach and unique skill of explaining complex financial concepts in a way that is understandable.
A graduate from the Okanagan School of Business with a BBA degree majoring in finance, Jay started his career at a major bank but soon joined Raymond James in 2005 and has over 15 years of experience in finance. Jay has also earned the prestigious Chartered Investment Manager (CIM®) and Fellow of CSI (FCSI®) designations.

Jay is an avid cyclist who combines his passion for cycling and philanthropy by participating in a number of fundraising events each year. Most notably is the Ride to Conquer Cancer benefiting the BC Cancer Foundation where Jay’s efforts caught the attention of Global News Okanagan and the Kelowna Daily Courier.
When Jay is not in the office, he enjoys spending time with his wife Brianne, daughter Charley and son Tucker. When he isn’t biking Jay enjoys boating, camping, snowboarding and taking advantage of all the Okanagan has to offer.

Pat is a wealth advisor helping to create and sustain strategies for financial freedom in retirement.

Our primary focus is working with business owners, individuals, and families on lifetime, goal-focused financial planning and answering the important questions in planning your retirement and your estate, “Will I be OK?” and “Will my family be OK?”

This includes engaging with other professionals in estate planning and guiding powers of attorney and executors.

Are
you wondering what it is you can do to organize your Estate ahead of time?

Well
you are not alone. 

I
have assisted thousands of people with organizing their important papers ahead
of time.  I can help you calm the chaos,
identify gaps in your estate plan and help you fill these gaps.

The
sense of accomplishment and relief you will feel is fantastic.  As one lady said “I feel like a million
bucks. I know what I have, where it is and what I want done with it.”  Yes indeed this is a gift for your Executor.

If
you would like to know more about organizing your estate ahead of time or if
you are working through closing an estate I can help you out.

Let’s
chat

Kat
Downey 905 717 9197 katdowney@legacymatters.ca www.legacymatters.ca

Rachel Drew, CEA

Founder & CEO, Cadence

Rachel Drew founded Cadence in 2020 after personally navigating her mother's estate settlement. This experience revealed how overwhelming and disjointed the administrative process after a loss is. Drawing on years as a hospice care volunteer and executor adviser, she built Cadence to bring clarity, structure, and compassionate human support to families and the professionals who serve them.

Products

• Legacy Planner - Estate preplanning platform
• Executor Assistant - Tailored and automated estate settlement support and grief care

Cadence is one of the few platforms built to serve both families and the professionals who support them. Cadence works with funeral homes, healthcare, wealth management and institutional partners to support families pre and post loss. 

Cadence provides an online platform that walks executors through settling an estate. We provide an interactive roadmap with personalized tasks and detailed instructions, as well as automated notifications with participating institutions. I have been leading the support team for four years, working directly with executors who need additional guidance outside of what the Cadence platform provides. I am also the main content manager for our knowledge database and have done extensive research on the required steps needed to settle an estate. 

We do money differently.

I want to understand what's important to our clients. I will use an established process to build personalized strategies to help our clients achieve their goals. I will partner with our clients throughout their lives to help keep them on track.

With over 12 years serving the Midland area we are best suited to assist those transitioning to or already in retirement.

Jamey Drummond DFSA, CEA

I have been working with the CU system my entire working career and in the last several years have shifted my role over leading the Investment Operations, Administration Team.  Focusing on registered products, including Estates. 

Work with clients to identify goals which will then provide the outline for the implementation of the financial plan. Provide investment and insurance solutions. Offer clients a comprehensive, fully diversified portfolio encompassing mutual funds, exchange traded funds, stocks, bonds, and GICs. Ensure investment recommendations are suitable and align with client’s financial goals, objectives and risk tolerance. Respond to client requests, inquiries, and concerns promptly and efficiently. Preparing, analyzing, and presenting reports and recommendations. Adhere to regulatory policies by staying up to date with all industry rulings and practices through continuing education. Beyond the investments, review and implement tax strategies, net worth and cash flow planning, risk management planning and estate planning to create an individualized financial plan.
iA Private Wealth is a trademark and business name under which iA Private
Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian
Investor Protection Fund and the Canadian Investment Regulatory Organization. Insurance
products and services are offered through Action Financial Group Ltd.

“I believe financial planning should feel less overwhelming and more empowering. My role is to help clients piece together their finances by creating clear, practical strategies that support both their short-term and long-term goals.”

I will be completing my Bachelor of Commerce (Honours) degree in December 2025 with a major in Finance from the University of Manitoba and am currently completing my LLQP certification. As a Francophone, I am proud to serve clients in both English and French, making financial planning more accessible to everyone.

Being new to the financial services industry allows me to bring a fresh perspective, strong energy, and a genuine passion for helping clients succeed. My objective is to paint a clear picture that encompasses all aspects of someone’s financial well-being, not just investments. My goal is to be a trusted partner and help clients turn their goals into reality.