Find a CEA

Regional Manager, TD Wealth Financial Planning.  Manage team of Financial Planning Professionals in Mississauga, Ontario who work closely with their clients to create custom Financial Plans.

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. Our experienced and detail-oriented team will ensure
that all your financial affairs are managed effectively, from handling
complex tax matters to providing guidance on managing your estate. You
can rely on us to help make your accounting-life stress-free and to help
you achieve greater success.

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 naturally gravitated towards assisting individuals dealing with estates.

Recognizing the challenges Executors face, I pursued the Certified Estate Advisor designation in 2023 to enhance my expertise. Witnessing a gap in support for Executors navigating real estate complexities, I aimed to address their myriad questions and concerns. This certification not only benefits my clients but also extends to my family, friends, and myself.

My commitment stems from a personal understanding of the evolving needs of my demographic, particularly those with aging parents. I aspire to guide them through the intricate estate process, leveraging a robust network established through my Certified Estate Advisor designation. My goal is to provide unparalleled support and valuable referrals, ensuring a seamless experience for all involved.

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 to have a relationship with you not your money.

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 estate planning.

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 trust and estate practitioner, from the Society of Trust and Estate Practitioners.  Kam is able to leverage new technology to service his clients all over BC and neighbouring provinces.  

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 so appreciative of the trust my clients place in me, and are thankful for their ongoing referrals.  The CEA designation will further enhance my ability to help with Executors, who are suddenly in a position they may have very little knowledge of and need guidance. I am proud to add this to the list of services I provide. 

CLIENT TESTIMONIALS :

"Sharon was the right realtor we needed when it
came to selling a family member's house. My wife and I found her helpfulness
and knowledge to be invaluable, her sense of humor and wit really took the edge
off our stress. I highly recommend Sharon's expertise to anyone in need of a
realtor. No amount of thanking her will ever be enough for what she has done."         Bob Brook

"For anyone looking for an honest hardworking realtor, I
highly recommend Sharon Greysen. She helped me sell my home and find a perfect
place to buy shortly after my husband died. She put no pressure on me and in
fact suggested I might want to wait until I was sure I was ready. I appreciated
that so much."   Shelly Coppendale

"I found Sharon so helpful when I sold my home. I was recently widowed
and she guided me through the process.She listened to my concerns, went out of her way
to help me with preparing my home to sell.Sharon is professional, very competent and
honest, and impressed me so much that I recommended her to my family and they
found the same qualities in her."    Leila Crozier

"Sharon is determined, tenacious, funny, respectful and
thoughtful. She helped me to sell and buy my latest home. Both were challenging
due to an ever-changing market and my very specific wants/needs. Sharon was
completely patient and never once did I feel rushed to make any decisions
without thoughtful consideration. Sharon always had up to date research/market
information and made sure I had all of the information I needed for anything
that I considered purchasing. I would highly recommend working with Sharon for
your real estate needs."          Elizabeth Hadley

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 planning. Helping our clients with advice as an executor is just another part of how we can assist.

I am a partner at a financial planning firm called Sagium

We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services 

We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.

Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.). 

As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.  

Let us put your mind at ease. We have the solutions to meet your unique needs.

Have been doing personal and business taxes for the last 25 years and have been into mortgage and insurance industry since 2005 as well which makes me feel comfortable that I am well suited and ready to help clients in that Field. 

Working with The Jim Pattison Group as a Tax Specialist with more than 8 years of academic background in Accounting and having experience in Industry and Public Practice (KPMG) where I performed finalization of accounts, research, tax return preparation (personal, corporate, trusts, partnership) and also worked in audit & review engagements for many clients. 

Designations - CPA, EPC, FMVA, CBCA, CMSA, CEA

*Views expressed are my own.