Find a CEA

CFP. with 40 years in the Insurance Brokerage field.

Has a unique Estate & Income Projection Software.

As the son of an entrepreneur, I learned early in life the value of helping others. From my first part time job delivering groceries to seniors on my bicycle at 13, to my first full time job helping farmers take care of their families, to spending the last 23 years helping small businesses run more efficiently so they can focus on their main business goals, I always felt rewarded by the trust and appreciation others showed when you help them out.

After being an Edward Jones client for 20 years and seeing first-hand how their established process helps clients achieve what is important to them, I am now proud to be working with this great firm to help accomplish the same for others.

Relationships are key, and in my view, meeting face to face is what builds strong relationships. I meet when and where it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives.

As a Financial Advisor at Edward Jones, starting a new branch to serve Central and Northern Hastings County, it's critical that I spend my time getting to know my clients in order to truly understand what's most important to them. In fact, I can't imagine being able to fulfill my role without having a firm understanding of the individuals and families that I serve in my community.

Using a disciplined approach to investments to plan for retirement, saving for post-secondary education, or simply trying to protect the financial future of your loved ones, we can work together to develop specific strategies to achieve your goals and as the years come and go, it is my responsibility to keep you on track.

When I am not meeting with clients, I enjoy spending time on our farm outside of Queensborough with my wife, Susan and our three dogs, Guinness, Lily and Winston.

As a Certified Estate Administrator, I will provide trusted, professional support to individuals and families navigating the estate administration process. I am highly organized, detail-oriented, and committed to ensuring that every aspect of an estate is managed accurately, efficiently, and in accordance with legal and regulatory requirements.

I understand that estate administration often occurs during emotionally challenging times. With empathy, patience, and clear communication, I will guide clients through each step of the process, helping reduce stress and uncertainty. My goal is to provide peace of mind by handling the details with care, integrity, and respect—so families can focus on what matters most.

Dedicated to supporting executors in navigating and simplifying the estate administration process, including assistance with tax filings and preparation of estate returns. Currently pursuing the Trust and Estate Practitioner (TEP) designation through STEP Canada to further deepen my expertise in estates and trusts.

I have been an advisor for more than 30 years, serving the needs of clients primarily in Southern Ontario. Along with my son, Michael Fox, we implement and update comprehensive financial plans for our clients for retirement planning, estate planning and business succession planning utilizing investment securities, banking and insurance solutions to meet our client's needs.

I work for Access Credit Union in Winnipeg. As the Supervisor of member services, I am passionate about helping out members with their financial needs.  

Family Business for over 5o years servicing the Port Colborne and surrounding areas.

Insurance speicalist/ financial planning

FOR AS LONG AS I CAN REMEMBER, I HAVE ALWAYS HAD A PASSION FOR FINANCIAL MANAGEMENT.  I HAVE A NATURAL CURIOSITY FOR PROBLEM SOLVING AND I LOVE TO HELP PEOPLE ACHIEVE THEIR FINANCIAL AMBITIONS.

I HAVE APPEARED ON GLOBAL NEWS AND SPOKE AT THE SCARBOROUGH CA ASSOCIATION.  PLEASE CONTACT ME AND MY TEAM AT IPC IF WE CAN HELP YOU. 

"YOLO"    

Based in Kingston Ontario, PhilanthroPlan offers full-scale legacy and estate planning services to prospective donors of charitable organizations and foundations that serve to enhance and strengthen their gift planning programs. 

We work with strategic donors. We function as a comprehensive gift planning outsource service for small-to-medium sized charitable organizations. We support the planned giving staff in their important work. But what we really do is ask donors the right questions—guiding them toward making the most of their legacies through the gifts they give to heirs and if desired, to charity.

Jan leads the Fraser & Partners team as the Senior Financial Life Planner. Along with CFP, CIM, CLU, RWM, and CEA designations,
Jan holds a Bachelor of Education degree, with a double major in
mathematics and history, and a Master of Education specializing in adult
learning and counselling. Prior to becoming a financial life planner,
she worked in the field of adult learning, as a consultant in
post-secondary education, and as a partner in a Winnipeg-based
management consulting firm.

Jan and her team work with business owners, professionals, farm families,
dual-income couples, singles, and retirees. Jan is particularly
interested in working with people to implement tax-efficient strategies
for retirement income, intergenerational wealth transfer, and charitable
giving.

Jan is skilled in inspiring people to discover and articulate what really
matters to them and then to design and implement the strategies to
realize their vision. This process of financial life planning aligns
personal values, talents, and resources with strategy. Jan has a keen
grasp of the forces shaping the global economy, and knowledge of global
markets, financial strategies, and products. In collaboration with Jan
and her team, clients design life plans that enable them to live
extraordinary lives.

Away from the office, Jan lives her Life Aligned® spending time with her grandchildren, taking road trips, cycling, and zipping around the lake in her Zodiac!

Gordon is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted with providing financial services for his clients. Gordon's primary goal is to assist you to achieve peace of mind through the development of your comprehensive plan. Together as a team, through understanding your unique needs, identifying your goals, and addressing your questions, the process of building the foundation of your customized financial plan is set in motion.

As a respected professional with more than 30 years' experience in the financial services industry, Gordon's advisory expertise and customized planning for his clients have created the cornerstone of his success. Gordon is recognized by his clients as an individual who possesses exceptional listening skills, presents all options, builds on facts, is realistic, family oriented, and demonstrates a high degree of integrity. He is a life long learner and continues his education through seminars, conferences, print media, internet resources, money manager symposia, personal development, professional development, and collaboration with his colleagues.

I have been working in the financial industry for the last 20 years, licensed in Ontario and Quebec.

I am fluently bilingual in English and French.  

Being able to understand and assist my clients is paramount for me. 

My goal is to make sure all information we discuss is clear and well understood.

Here to assist you with your needs!