Find a CEA

As Sagium's President, 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 

Jeanni Guenther - Certified Executor Advisor
Family Service Counselor at Dignity Memorial

With over a decade of experience in pre-need planning and aftercare, I am passionate about guiding families through one of the most important and sensitive journeys of their lives. As a Certified Executor Advisor and a proud member of the Dignity Memorial team, I specialize in helping individuals and families navigate the complexities of estate and funeral planning.

Areas of Expertise:

• Preplanning Funerals:
  I assist families in making informed decisions about preplanning their funerals, offering peace of mind and ensuring their wishes are honored.
• Aftercare Services:
  Supporting families after a loss, I provide compassionate assistance with essential tasks, including:
  • Applying for death benefits.
  • Navigating land title transfers.
  • Providing a comprehensive executor checklist to ensure no detail is overlooked.

My goal is to ease the burden during a challenging time and empower executors and families with the tools they need to settle estates effectively and with care.

When you choose to work with me, you’re not just receiving professional guidance—you’re gaining a trusted partner who understands the importance of honoring loved ones while managing the practicalities of estate planning and administration.

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 Senior 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. 

*Views expressed are my own.

I am a mediator and lawyer, with 23 years of litigation experience. In addition to practising estate administration and estate litigation, I have a experience in several other areas of law, including Occupiers Liability, Employment Law and Real Estate disputes.

I hold the Qualified Mediator (Q.Med) designation through the Alternative Dispute Resolution Institute of Canada. I am also a member of Mediate BC's Associate Civil Roster.

I provide compassionate and realistic advice, representation and mediation.

Dedicated to helping my clients and their families reach their financial goals and providing knowledge and the means to protect them and their families futures.

Financial Advisor Assistant – Raymond James

Amanda brings a vibrant energy and a wealth of diverse experiences to her role at Raymond James. A graduate of the University of Calgary with a Bachelor of Fine Arts, she recently completed her licensing with the Canadian Securities Institute and earned her Certified Executor Advisor (CEA) designation through the Canadian Institute of Certified Executor Advisors.

With a strong commitment to lifelong learning, Amanda is passionate about helping clients navigate the complexities of estate and legacy planning. Her CEA designation enhances her ability to support individuals and families as they take on executor responsibilities, ensuring they feel informed, prepared, and supported every step of the way.

Rooted in Calgary, Amanda is deeply connected to her community. She’s happily married to her high school sweetheart and is a devoted parent to two young children. Outside of work, she enjoys yoga, golf, and creating unique artwork from reclaimed wood—bringing creativity and care into everything she does.

Amanda’s dynamic background and dedication to client service make her a valued resource for those planning their legacies with intention and clarity.

I work for one of the largest Credit Unions in Manitoba 

I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.

Justin has been in the financial services industry since 2004 and during that time has held many different positions all the way from working in the mail room Financial Horizons (a life insurance brokerage) to owning and operating a successful financial planning practice, Hamilton Financial Inc. Justin successfully sold Hamilton Financial in 2017 but continued to practice financial planning in addition to holding the position of Sales Director for all Southwestern Ontario for Financial Horizons.

Justin is a Certified Financial Planner and looks to offer clients sound financial planning advice with a goal of providing peace-of-mind to his clients with a strong focus on risk management, retirement and estate planning needs. Justin graduated from the University of Western Ontario with a degree in Sociology. Justin has a post-graduate certificate in Professional Financial Services from Fanshawe College. Along with having his life insurance licence and full securities licence, Justin has earned his Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC) designations.

Justin is an avid sports fan who loves to attend, watch and play many different sports throughout the year including hockey, skiing and golf to name a few. If you do not find Justin in the gym by 7am he is more than likely at the family cottage on Georgian Bay.