Find a CEA

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.

As a collective, our team of professionals brings over 80 years of business experience providing expert knowledge in advanced strategies backed by leaders in the areas of  insurance, taxation, accounting and wealth management.

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Wealth Banker with Alterna Savings and Mutual Funds Representative with Qtrade Asset Management. Financial Planner in Ontario, serving Peterborough and the Kawarthas, Quinte, and surrounding areas.

I became a Financial Advisor after a varied career in the Financial Field.  After completing an undergraduate degree in Psychology I met Sandra Mews and there began my 26 year career in finance.  I have worked in the banking, insurance and mortgage industry as well. 

My passion for finance comes from my desire to help people lead the life they want.  I believe that money should be a positive influence in people's lives and I have a simple client focused approach for servicing clients with their immediate and future financial and estate goals.

Financial Adviser focusing on Estate and retirement Planning.

30 years experience in the Financial Services Industry with a CFP and CLU

Serving a small group of clients in Northern and Southern Ontario>

Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner), CEA (Certified Executor Advisor) and TEP (Trust & Estate Practioner). We know that today, good financial advice is more important than ever. Steve is a senior financial advisor with over 25 years’ experience in the financial planning advisory area. He uses his extensive knowledge in the areas of Retirement, Tax and Estate Planning to develop comprehensive financial plans for clients that help them achieve their financial goals. Steve has a talent for taking complex financial planning concepts and explaining them in simple understandable terms.

I have been a Financial Advisor since 2003.  I graduated from the University of Windsor where I majored in Finance and Accounting.  I prepare taxes for my clients so I can ensure that they are in the most tax-efficient insurance and investments on the market.  I work as a broker so I have over 20 companies that I am contracted with across Canada.  I am passionate about working with my clients to ensure they reach their financial goals and to keep their hard-earned money in their pockets.

I am currently employed at Access Credit Union. I have been with the Credit Union for ten years. I have held various positions, Member Service Representative, Payment Services Administrator and now I am in a Deposit Services Representative position. I open all new accounts at our Arborg location, help members with their Investments, and meet with members about Estates. I have completed several CUIC courses, Products & Services, Credit Union System and Fundamentals of Financial Planning.

My name is Anthony Gordon, I hold a Law degree, a Master of Taxation Law, and I practiced Corporate and Commercial law for several years before becoming a Financial Advisor. As a financial advisor, I have offered hundreds of families  financial strategies that brought clarity to their financial decisions and helped them proactively build wealth.

With a strong academic background and extensive professional experience, Craig Gorham brings a unique blend of expertise to the SUMMIT LEGAL GROUP's Estate team.

Craig's academic journey commenced at the Haskayne School of Business at the University of Calgary, where he earned his Bachelor of Commerce degree, majoring in Finance. Upon graduation, he ventured into Investment Banking, specializing in capital raising for Junior E&P companies. Subsequently, he transitioned to a Mergers and Acquisitions team, where he honed his financial acumen by calculating Net Present Values (NPV) and Internal Rates of Return (IRR) for acquisitions worth over a billion dollars.

A lifelong learner, Craig continually expands his knowledge and skills. He holds several prestigious certifications, including Financial Modeling & Valuation Analyst (FMVA), Advanced Financial Modeler (AFM), and Chartered Financial Analyst (CFA) designations.

Shifting gears from a successful finance career, Craig was drawn to a role that combined his expertise with a more customer-centric focus. At SUMMIT LEGAL GROUP, he provides corporate structure, financial modeling, and forecasting solutions to our small business clients. He leads our estate team, skillfully guiding executors through the intricacies of the probate and estate administration process. Most recently, Craig has earned the Certified Executor Advisor (CEA) designation, making him one of the few professionals in Calgary independently recognized for their expertise in this field.

Outside the professional sphere, Craig values quality time with his family and enjoys a range of hobbies. He's an avid gardener, a history enthusiast, a hiker, and a thrifter with an impressive shoe collection. Craig also maintains a small hobby farm on the outskirts of the city, a testament to his love for the outdoors.

With Craig's guidance, you can confidently navigate your estate administration responsibilities, knowing you are in competent and caring hands.

Licensed for life and health since March 1978.member of Advocis till 2005.

As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley.  I bring over 14 years experience in Financial Services to my role as an Estate and Trust Advisor in BC. 

My depth of experience, coupled with my professionalism and dedication to client service serves me well in my current role.  I understand that the role of an executor is a difficult one and will take time to make sure my clients are aware of the complete range of estate and trust resources that are offered by RBC.  As an expert focused executor services, I help executors to identify where RBC can help to life the burden of an executorship, wether in a simple administrative capacity helping with specific tasks or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.  A graduate of UFV with a diploma in Business Administration, I have continued to deepen my knowledge and expertise with key industry designations such as the IFIC and BCO.