Find a CEA

Search Filters


Clear Search
1061 Results Found
I am a Wealth Advisor with over 30 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private… Read more »
Area serviced: Markham, ON
905-707-5003
Wealth Advisor - TD Private Wealth Management Read more »
Area serviced: Winnipeg, MB; Brandon, MB; Steinbach, MB; Cranberry Portage, MB
240-988-2756
Area serviced: Kitchener, ON
519-747-0058
I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked… Read more »
Area serviced: Dartmouth, NS
9024657005
Brian S. Horton, BBA, CFP, CSP, CHS, EPC, CEA  Income & Estate Planning Specialist    Brian Horton, a financial security advisor and investment representative with Freedom 55 Financial, has had the satisfaction of meeting retirement and estate planning… Read more »
Area serviced: Peterborough, ON
7052431114
I have a Masters Degree in Social Work and an Honours Degree in Psychology and my passion is to provide information to others that is relevant, interesting and accessible. My work as a Certified Financial Planner includes and advanced estate planning… Read more »
Area serviced: Kingston, ON; Ottawa, ON
6135471554
I am a Partner/Owner of Exit Savvy.  We simplify estate management by  providing  practical products  and services for Testators (Planners) , Executors, Personal Directive Agents and Powers of Attorney. Our workbooks include:  Personal Estate… Read more »
Area serviced: Calgary, AB
4038163361
I help my clients plan for today and also for the future Read more »
Area serviced: Paradise, LB
709-757-4223