Find a CEA

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.

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?)

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 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.

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. 

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

Passages Law services clients primarily in the estates area, which include probates, re-sealings of foreign jurisdiction probates, and estate litigation; we also do basic corporate work and real estate transactions.

My name is Omar El Tohamy. I am an articling student at Miltons Estates Law. Ontario estates solved.

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 for estate planning and organization - creating Wills.

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 of virtually any level of complexity.

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.