Find a CEA

Search Filters

1531 Results Found

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… Read more »

Area serviced: Flamborough, ON; Port Dover, ON

9056903667
9055180597

Tim Eastwood, CEA
Retired

Guelph, ON

Area serviced: Guelph, ON; Lindsay, ON

15197667871

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

Waterloo (Region), ON

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

Area serviced: Mississauga, ON; Oakville, ON

9058141270

David Edey, CEA
Financial Advisor

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… Read more »

Area serviced: Montreal, QC

5149833676

Cory Edwards, CEA
Branch Manager

Waterloo, ON

Area serviced: Waterloo, ON

5198867882

Douglas Edwards, CEA
President

Kitchener, ON

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

519-496-8255

Dianne Eicher, CEA
CLU, CFP, RHU, EPC

Stratford, ON

Area serviced: Stratford, ON

519 271 4811

Debbie Ekkel, CEA
Financial Planner

Calgary, AB

Area serviced: Calgary, AB

403-266-1410

Darcy Ell, CEA
President

Calgary, AB

I am a CPA, CA and have been interested in estate organization for years. Throughout my career in the small-cap corporate world, I always felt an element of "social purpose" was missing for me and have now found that pursuing the fundamental start… Read more »

Area serviced: Calgary, AB

4035426665

Todd Ellis, CEA
President

Halifax, NS

I have been working in the financial services industry since 1991 and I am the founder of National Wealth Management. My broad and diverse background in the industry has allowed me to enjoy a rewarding career while working on financial planning situations… Read more »

Area serviced: Halifax, NS

(902) 429-2696

Lindsay Ellott, CEA
Registered Products and Estate Administrator

Sudbury, ON

Area serviced: Sudbury, ON

705-682-0641 ext. 4235

Stephanie Emerson, CEA
Financial Account Manager

Winnipeg, MB

Area serviced: Winnipeg, MB

204.949.5874

Kevin P. Empey, CEA
P.Eng., CFP, EPC, CEA

Ottawa, ON

Kevin P. Empey is an independent Certified Financial Planner ® with Investment Planning Counsel. He has been helping individuals, families, and business owners achieve their financial goals since 1999. Kevin undertakes a thorough and specialized approach… Read more »

Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Ottawa-Carleton, ON; Brockville, ON; Gananoque, ON; Cornwall, ON; Gloucester, ON; Osgoode, ON; Smiths Falls, ON

6132585300

Kim Emsley-Leik, CEA
Financial Advisor

Campbell River, BC

Area serviced: Campbell River, BC

2502877732

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

Area serviced: Stratford, ON

Area serviced: Calgary, AB

Area serviced: Halifax, NS

I strongly believe that for financial planning strategies to be truly effective, a very strong relationship must exist between advisor and client, with a high level of trust on both sides. I believe that the advisor must understand the client’s goals on a deep level, share in ideas, and then through consultation with them, create solutions that will ultimately allow them to help reach their desired financial destination.

I was born and raised in Halifax where I still live with my wife Elena. I am the proud father of four wonderful children. I am passionate about the outdoors, spending much of my free time traveling, sailing, and hiking with my family throughout the world. I am passionate about the arts and building a bright future for my community.

I have made it a goal of National Wealth Management to donate a minimum of one percent of net profits to non-profit, charitable, and community organizations each year.

Area serviced: Sudbury, ON

Area serviced: Winnipeg, MB

Area serviced: Ottawa, ON; Kanata, ON; Nepean, ON; Ottawa-Carleton, ON; Brockville, ON; Gananoque, ON; Cornwall, ON; Gloucester, ON; Osgoode, ON; Smiths Falls, ON

Prior to joining Investment Planning Counsel, Kevin was a Professional Civil Engineer in Ottawa, Ontario. He has integrated the same precision, problem-solving, and analytical attributes into his financial planning practice.

Kevin continues to commit himself to maintaining long-term client relationships to help each client reach their financial goals.

Area serviced: Campbell River, BC

I work with business owners, health care professionals, retirees, as well as established families seeking professional guidance transferring wealth to the next generation. I specialize in wealth strategies, business owner considerations, business owner retirement plans, retirement income strategies, and estate and legacy considerations.

I was born and raised in Williams Lake, BC. My mom and late father were self-employed and operated a mobile home and log hauling company. I have an entrepreneurial spirit and identify with business owners largely due to the values my parents instilled in me from an early age. I have two loyal Rhodesian Ridgebacks, Nala and SeaTac, and my hobbies include fitness, nutrition, hiking, biking, and hockey.

At Edward Jones, I am fortunate to be supported by our home office teams, including investment and technology professionals, who provide a depth of knowledge to help us ensure that we are providing you with the most current and comprehensive guidance. Our firm has received numerous awards for our client-focused service.