Find a CEA

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. 

I presently hold the following designations

Chartered Life Underwriter

Chartered Financial Consultant

Elder Planning Counselor.

Certified Executor Advisor.

I help clients make smart choices about money.

 I am honoured to introduce to you another way I can serve your family.  

I have recently completed the course offered by the Canadian Institute of Certified Estate Advisors and successfully completed the Certified Executor Advisor Examination.

As a licensed Funeral Director (Class 2) in Ontario with the CEA designation, I can be a great resource to my families and community.

Specifically I can:

• "Assist the Testator before the death occurs to organize important papers and ensure that primary and secondary beneficiaries are named on life insurances, segregated funds, registered and non-registered assets where applicable.
• Advise the Testator on the valuation, protection or liquidation of property and other physical assets.

After the death occurs I can:

• Advise and assist the Executor through the arduous and lengthy process of closing an estate, or
• Act on their behalf for portions of closing the estate if required." (CICEA website)

45 years providing life insurance solutions for family and business.  Helping clients achieve retirement goals and providing estate planning assistance.

Brenda has worked in the financial industry for almost 34 years.  The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry.  Her focus is on bringing her clients Peace of Mind as they navigate through the potential complications of dealing with estate issues.  She also has the personal experience of dealing with a complicated estate due to the death of a loved one and knows firsthand the issues those left behind face.  Her skills also extend to assist those wanting to organize their affairs in advance.