Find a CEA

Ian received his JD from Queen's University Faculty of Law in 2013 and was called to the Ontario Bar in 2014.  Ian has practised tax law since his call to the Bar.  Ian has a varied practice which includes tax litigation, personal and business tax planning, and estate and trust planning. 

Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.

P+C , Living Benefits including Life insurance and Financial Service Agent, serving the Ottawa,ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance. We enjoy fulfilling my vision to share our expertise and continue to help customers make informed choices to overcome the unexpected ,daily risks in their lives and better plan the future with some long term strategies. Free advice on every policy!

Jaimie is an Associate Financial Advisor with Co-operators, where she focuses on investments, insurance, & advice. Jaimie’s a driven advisor who loves the opportunity to use her knowledge and experience to discover opportunities to enhance a client’s financial journey. She has earned her Life License, Mutual Fund License, and Responsible Investment Specialist designation. Jaimie believes in life-long learning, is passionate about helping people through their financial journey, and teaching people the art of managing their finances in a thoughtful and proactive way. 

JANET JACKSON BA, CEA, CPCA

Financial ConciergeTM-Daily Money Manager, Power of Attorney, Estate Administrator

As a Financial Concierge, I perform day to day money management services* for those who can’t, don’t or shouldn’t. I assist older adults get bills paid and cheques deposited so they can maintain their independence and age in place on their terms.

Up to 10% of older Canadians have experienced some type of elder abuse and over 65% is financial abuse - mostly at the hands of family members.

I also offer advisor services for, or appointment as Power of Attorney, Personal Representative (Executrix) and Agent for Estate documents.

A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to provide this unique, professional, heart centered service to seniors and their families so they can have peace of mind about their financial matters. 

*Daily Money Managers help seniors get a handle on their routine financial activities by advocating on their behalf, managing budgets and financial documents, tracking expenses and income, automating bill payments and managing risk related to fraud and abuse.

Patrizia has been working in the financial industry since 1996.  She earned her Certified Financial Planning Designation in 2006. Patrizia spent  13 years working as a Financial Advisor.  She is currently in Compliance working as a Branch Manager.

You have dreams and financial goals as individual as
you are.

At MBI Financial, we are dedicated to the financial
security of our clients to support these goals and have been for over 35 years.

Whether this means retirement or investment planning
advice, insurance to protect your family and wealth, registered disability
savings plan or an education savings plan for your child, we have the
strategies to provide for your future while protecting your today.

I am an Estate and Trust Advisor with RBC Royal Trust. I can discuss estate settlement, trustee services, trust structures, executor services and other specialized services.

I have been helping clients with estates for 15 years.