Find a CEA

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.

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