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Brian Harris B.A., CFP, CLU, CH.F.C., CEA
President & Financial Consultant

Waterloo, ON Contact

Brian has been in the life insurance and financial services industry for over 55 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree… Read more »

Area serviced: Waterloo, ON; Most of Ontario, ON

519-747-7447 or 1-800-353-8058

Anne Marie Hartman, CEA
Office Manager

Burlington, ON Contact

Area serviced: Burlington, ON

9056324950

Philip Hauser, CEA
CFP

London, ON Contact

I am a Self-employed Financial advisor since 1990. Mutual Funds and other investments through Sterling Mutuals Inc. Individual tax preparation experience since 1992. Life / Accident and Sickness Insurance licensed Level 2 since 1990.
I have… Read more »

Area serviced: London, ON; Mildmay, ON; Hanover, ON; Walkerton, ON

519-870-6617

Jennifer Hausman, CEA
Tax & Estate Planning

Kanata, ON Contact

Area serviced: Kanata, ON; Gloucester, ON; Ottawa-Carleton, ON; Fredericton, NB; Orleans, ON

613-864-0944

Patrick Haveman, CEA
Insurance Advisor

London, ON Contact

Area serviced: London, ON

519-476-4836

Robert Hawrysz, CEA
Administrator

Toronto, ON Contact

Area serviced: Toronto, ON

416-681-7370

William Glenn Hayter, CEA
President

Clinton, ON Contact

# Read more »

Area serviced: Clinton, ON

519-482-5840 Ext 1

Tracy Heath, CEA
Regional Investment Sales Manager

Woodstock, ON Contact

Area serviced: Woodstock, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Norwich, ON; Oxford, ON; St. Catharines, ON; St. Thomas, ON; Stratford, ON; Tillsonburg, ON; Strathroy, ON

519-532-8133

SHASHANK HEDAO, CEA
Financial Planner

Langley, BC Contact

Area serviced: Langley, BC

6047292170

Marlene Heise, CEA
Director of Wealth & Insurance Services

Brandon, MB Contact

Area serviced: Brandon, MB; Birtle, MB

204 571 3877

Teresa Hennessy, CEA
financial educator

Brighton, ON Contact

Area serviced: Brighton, ON

6134751754

Catherine Herdman, CEA
Licensed Funeral Pre-Planner & Cemetery Specialist

London, ON Goderich, ON Contact

Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON

519-871-0754

Paulette Herold, CEA
Financial Advisor

Sudbury, ON Contact

CFP, R.F.P.,CEA
Certified / Registered Financial Planner

Read more »

Area serviced: Sudbury, ON

705-523-2795

Sylke Hickey, CEA
Financial Adviser

Goderich, ON Contact

We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning. I am a Certified Financial Planner, Chartered Life Underwriter… Read more »

Area serviced: Goderich, ON

5195245591

Dana Hicks, CEA
Financial Advisor

Delhi, ON Contact

Dana is a Certified Financial Planner® with 26 years of financial industry experience. She partners with her clients in all aspects of Wealth Management.
The CEA designation allows Dana to provide clients advice based on her broad practical knowledge… Read more »

Area serviced: Delhi, ON

5195824159

Area serviced: Burlington, ON

Area serviced: London, ON; Mildmay, ON; Hanover, ON; Walkerton, ON

I have Experience in over 100 estate settlements ranging from death claims on policies to terminal tax returns to will and trust consultations. Further I have also been an executor myself for multiple estates.

I have established contacts with legal professionals, mortgage brokers and am looking to build additional quality referal sources for my clients.

Area serviced: Kanata, ON; Gloucester, ON; Ottawa-Carleton, ON; Fredericton, NB; Orleans, ON

Area serviced: London, ON

Our business is an insurance brokerage and we specialize in providing living benefit coverage in addition to life insurance to our clients. We also help business owners tailor group insurance or employee benefit programs to their unique needs as well as keeping in mind cost containment strategies. We also help people assist with their changing insurance needs throughout their lifetime.

Area serviced: Toronto, ON

Area serviced: Clinton, ON

I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.

Area serviced: Langley, BC

"Certified Financial Planner (CFP) with a passion and reputation for helping everyday people improve their lives by making small, yet meaningful financial improvements. I believe that everyone deserves a sound and practical financial advice. Our effectiveness is due to our excellence in building personal relationships, which can be attributed to our interest in learning about your purpose, your values and your goals. We take no shortcuts when it comes to tax, retirement and estate planning. After due analysis of your situation, we provide advise and products. Some of the products we sell are mutual fund investments, RRSP, TFSA, RESP, annuities, life, disability and critical illness insurance, business and group insurance"

Area serviced: Brandon, MB; Birtle, MB

Area serviced: Brighton, ON

I graduated from Humber College Funeral Services Education and qualified for my Funeral Directors license in 1988. I worked in Toronto until 1994 when I married and relocated to a small town where funeral director positions were few and far between. I was introduced to Primerica in 2003 and attended an open house. The information I heard that night resonated within me. I needed to learn about money so I could help people like myself who needed this information. I passed my LLQP and was life licensed in 2004. That I was able to really help people financially through education was the best feeling in the world. In 2008 I was diagnosed with PTSD and was unable to cope working with new clients, so took a job in manufacturing. I first learned of the CEA program when I had a capsule course for my funeral service continuing education in 2021. Again; the knowledge I learned during that 2 hours resonated within me. I needed to learn this. I am finally comfortable with my abilities to rejoin the service industry and feel being a CEA is certainly a step in the right direction

Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON

Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to offer more. In her search for greater knowledge, she has earned the designation of Licensed Funeral Pre-Planner and Certified Executor Advisor. Additionally, Catherine holds the designation of Commissioner for Taking Affidavits.

Area serviced: Sudbury, ON

CFP, R.F.P.,CEA

Certified / Registered Financial Planner

Area serviced: Goderich, ON

Area serviced: Delhi, ON

Dana is a Certified Financial Planner® with 26 years of financial industry experience. She partners with her clients in all aspects of Wealth Management.

The CEA designation allows Dana to provide clients advice based on her broad practical knowledge in all of the 17 disciplines required to advice the executor /executrix. She wants to help her clients as estate planning becomes a goal in each of their journeys