Find a CEA

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.

Based in Grande Prairie, Alberta; I serve a select group of families, businesses & institutions across Canada. My team and I ensure you receive personal, genuine care as we work in partnership to help preserve and protect generational wealth. By working exclusively with a limited number of clients, I ensure each family receives the time and strategic insight they deserve and expect. 

The reason I pursued the CEA designation is that more of my conversations with clients center around effective, clear, estate strategies. No one wants to leave their loved ones with an unorganized burden when they pass from this life. I gained this designation to help my clients clarify their plans and to help executors who are not yet clients with a clear action plan as they carry out the wishes of those who entrusted them with their final wishes.

I am a Registered Person, regulated by the Canadian Investment Regulatory Organization. My designations include Certified Executor Advisor (CEA). My qualifications include the Canadian Securities Course, Life License Qualification Program & the Wealth Management Essentials program. 

My services include:

Wealth strategies

Retirement income strategies

Wealth Preservation 

Estate and Legacy strategies

Business Owner considerations

With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals. My commitment to continuous education has allowed me to offer holistic financial planning advice to my clients as a Senior Financial Planner with TD Wealth Financial Planning since 2014. I look forward to exploring estate planning, tax planning and investment strategies and solutions with you as we work together towards your unique financial goals.

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 concerns of self-employed individuals and small business entrepreneurs where it pertains to succession planning. 

I have had the opportunity to be a named executor on 3 occasions, with each one presenting unique and interesting challenges that I navigated to successful closure. 

I thrive on the challenge and variety that estate administration brings.  It gives me profound satisfaction to see the pieces of the puzzle come together and share in the relief it brings to families to see their loved ones legacies fulfilled. 

Supervisor, Registered Plan Administration

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.