Find a CEA

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.  

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 

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. 

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Sanjay Gupta had a passion for "Financial Freedom for all" and made this his PURPOSE and then his life's PROFESSION.

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Equipped with a wealth of experience in attracting and retaining customers and building long-term relationships with ETHICS with UNBIASED and Comprehensive Financial Advice, he is growing exponentially with a team to be proud of at Mode Money Managers Inc.

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Every client is a VIP and gets the utmost care and diligence with a relationship that has cascaded to even the next generation for many.

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Blessed to have high-net-worth clients in Canada and overseas and humbly managing millions in investments with the right advice to families for Insurance, Risk mitigation, and Life dreams.

We strive to continuously update, upskill and upgrade ourselves to a good understanding of the world financial markets and welcome the change we want to have for Financial Freedom for ALL.

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.