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.

Self employed fee-only financial advisor for over 30 years.  I have held the CFP and R.F.P. designations for 27 and 28 years respectively 

I am a former owner of a fee-only financial advisory firm and we prepared approx 400 personal T1 tax returns, 75 corporate tax returns and 8-10 trust returns annually.

I recently completed my CEA (Certified Executor Advisors), and enjoy assisting executors and trustees to ensure they fulfill their legal obligations.

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.  

I am a CPA CA LPA for over 40 years. I have provided tax  and consulting services to small and medium sized businesses and individuals 

I am a Project Management Professional, having taken several $100MM projects from concept to customer.  Managing an estate is a project, with stakeholders, tasks, dependencies, durations, quality controls and (most importantly) communication.  These are all aspects of project managers, but in addition, I bring a sensitivity to the emotional side of the equation that is critical to the successful disposition of an estate.  I do not bring professional experience as a lawyer or accountant, I bring the personal experience of having participated in the *planning* of estate *processing* with testators, and then losing those loved ones and needing to "close out" their lives both in the financial and emotional senses.  

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.