Find a CEA

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. 

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.