Find a CEA

Search Filters

Clear Search
1282 Results Found
Personal financial planner c/w investments, estate planner, personal tax prep
Chartered Financial Planner, Elder Planning Counselor (EPC)  Certified Executor Advisor (CEA)

Read more »
Area serviced: Cambridge, ON; Oshawa, ON; Sarnia, ON; Burlington, ON; Guelph, ON; Kitchener, ON; Waterloo, ON
519 623 6792
Work with clients to identify goals which will then provide the outline for the implementation of the financial plan. Provide investment and insurance solutions. Offer clients a comprehensive, fully diversified portfolio encompassing mutual funds, exchange… Read more »
Area serviced: St. Thomas, ON; London, ON; Strathroy, ON; Grand Bend, ON; Komoka, ON; Sarnia, ON; Exeter, ON; Goderich, ON; Ingersoll, ON; Stratford, ON; Ailsa Craig, ON
Tania Dupuis is a graduate of Simon Fraser University and is currently a candidate member of the Appraisal Institute of Canada. She has been working with S. Rayner and Associates, Appraisers & Consultants since January of 2018. Her job description has… Read more »
Area serviced: Kingston, ON; Belleville, ON; Prince Edward, ON; Brockville, ON; Gananoque, ON; Loyalist Township, ON; Lennox-Addington, ON; Elgin, ON; Howe Island, ON

Sonia Egey-Samu is a Senior Wealth Advisor with Clarity Wealth Counsel in Campbell Business Park, St. Albert. Her company has been awarded Top Wealth Advisory Team in St.Albert for the past three consecutive years.
She is an active member of the… Read more »
Area serviced: St. Albert, AB; Edmonton, AB; Stony Plain, AB; Spruce Grove, AB
Shannen received her Bachelor of Arts in Economics in 2002 from the University of Saskatchewan. Prior to that, she received a Bachelor of Arts with Honours in Native Studies in 1998, also from the University of Saskatchewan.
After completing her university… Read more »
Area serviced: Prince Albert, SK; Saskatoon, SK
Area serviced: Waterloo, ON; Kitchener, ON
Area serviced: Winnipeg, MB
204-987-7777 x 205
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… Read more »
Area serviced: Kingston, ON
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… Read more »
Area serviced: Kingston, ON; Smiths Falls, ON
Kearney Funeral Service is a full service funeral home with 4 locations in the lower mainland of British Columbia.  We provide a full compliment of At Need and Pre Need Counselling, Advice and Bereavement Support.
I manage the Pre Need Division… Read more »
Area serviced: Surrey, BC
Rob Gawthrop - President, CFP, CLU, CEA  Rob is a certified financial planner, chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Gawthrop Financial, and with… Read more »
Area serviced: Surrey, BC; Vancouver, BC; Burnaby, BC; New Westminster, BC; Delta, BC; Calgary, AB; Langley, BC; Abbotsford, BC; Victoria, BC; North Vancouver, BC; White Rock, BC
A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters.
Harold has a unique perspective, in that… Read more »
Area serviced: Ottawa, ON

Susan has been involved in the investment industry for over 15 years and has been a Branch Manager with DW Good Investment Co Ltd since 2011. 
Susan is also a certified life coach and public speaker.

Read more »
Area serviced: St. Albert, AB; Edmonton, AB