Find a CEA

Search Filters


Clear Search
1528 Results Found
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.

Read more »
Area serviced: Fergus, ON
5197663971

 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… Read more »
Area serviced: Markham, ON; Ajax, ON; East Gwillimbury, ON; Newmarket, ON; Uxbridge, ON; Stouffville, ON; Kawartha Lakes (Region), ON
905-305-8508
Area serviced: Beaverton, ON
705-426-7359
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… Read more »
Area serviced: Bedford, NS
902-497-9622
Green and Company’s Professional Accountants offer a comprehensive range of services to help you manage your finances with ease. In addition to Accounting, Bookkeeping, and Income Tax, we provide Executor Advisory Services and Estate and Trust Planning.… Read more »
Area serviced: Cambridge, ON
5196217822
With a distinguished background in the Canadian Armed Forces Reserves since 2000, including deployment to Afghanistan in 2005, I transitioned to the real estate industry in 2008, dedicating myself as a full-time realtor. Over the years, my focus has… Read more »
Area serviced: Toronto, ON; Pickering, ON; Ajax, ON; Whitby, ON; Oshawa, ON; Scarborough, ON
6472815411
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation.  My goal is to educate investors so they are aware of the choices they have made.  It is important for me… Read more »
Area serviced: Fort St John, BC
2502639809
I am a CPA, CA, CEA and Certified Financial Planner.  In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams.  Effective tax strategies are essential elements of proper… Read more »
Area serviced: Thornhill, ON
905-881-9060
Kam Grewal practices in the area of wills and trusts, estate planning and administration, corporate/commercial law and real estate transactions.  He obtained his law degree from the University of Alberta followed by this TEP designation, as a registered… Read more »
Area serviced: Abbotsford, BC; Surrey, BC; Chilliwack, BC; Langley, BC; Mission, BC; Delta, BC; White Rock, BC; Coquitlam, BC; Vancouver, BC; Richmond, BC; Burnaby, BC
604.853.0774
Born and raised on the West Coast, I have been a Realtor in the Greater Vancouver and Fraser Valley area since 2008.  My business specializes in Estate Sales, sensitive family situations (divorce, financial challenges) and difficult transitions. I am… Read more »
Area serviced: Surrey, BC; Abbotsford, BC; Delta, BC; Maple Ridge, BC; Langley, BC; White Rock, BC; Mission, BC; Vancouver, BC
604-710-6854
A Human Based Business based on The 4 Way Test. We never forget that our clients are real people and together we arrive at very personal solutions and goals.
Our value proposition is based on a foundation of professional comprehensive service, objectivity,… Read more »
Area serviced: Welland, ON
9057355555
As Sagium's Director of Operations, and Compliance Officer, as well as Wealth Strategist, my passion is to ensure our clients gain clarity around their wealth legacy and ensure their thoughts, ideas, and plans for their wealth are fulfilled through proper… Read more »
Area serviced: Calgary, AB
4032324596