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London, ON

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

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

613-864-0944

Patrick Haveman, CEA
Insurance Advisor

London, ON

Area serviced: London, ON

519-476-4836

Robert Hawrysz, CEA
Administrator

Toronto, ON

Area serviced: Toronto, ON

416-681-7370

William Glenn Hayter, CEA
President

Clinton, ON

# Read more »

Area serviced: Clinton, ON

519-482-5840 Ext 1

Tracy Heath, CEA
Author, Speaker & Consultant

Woodstock, ON

Area serviced: Woodstock, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Vancouver, BC; Calgary, AB; St. Catharines, ON; St. Thomas, ON; Halifax, NS; Tillsonburg, ON; Strathroy, ON

519-532-8133

SHASHANK HEDAO, CEA
Financial Planner

Langley, BC

Area serviced: Langley, BC

6047292170

Marlene Heise, CEA
Director of Wealth & Insurance Services

Brandon, MB

Area serviced: Brandon, MB; Birtle, MB

204 571 3877

Teresa Hennessy, CEA
financial educator

Brighton, ON

Area serviced: Brighton, ON

6134751754

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

London, ON Goderich, ON

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

519-871-0754

Paulette Herold, CEA
Financial Advisor

Sudbury, ON

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

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

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

Wayne Hill, CEA
Senior Wealth Management Advisor, CPCA,CEA

Calgary, AB

We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.
We have a team of tax accountants; corporate and personal service lawyers;… Read more »

Area serviced: Calgary, AB

(403) 252-5148

Chris Hoegy, CEA
Advisor

Innisfil, ON

Area serviced: Innisfil, ON

7058964634

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.

With over 30 years of experience in the investment industry, specializing in estate planning and generational wealth transfer, Tracy Heath, a multiple award-winning professional in her field, has become a beacon of wisdom for those facing the emotional, physical, and financial challenges that accompany a loved one’s serious illness. Her expertise transcends mere numbers, drawing from a profound well of personal experiences that have shaped her compassionate approach.

A respected speaker and educator, Tracy has dedicated her career to empowering financial advisors and their clients with the knowledge and tools to plan ahead, ensuring a legacy of love and security for future generations. Her qualifications extend far beyond the realm of finance, encompassing diplomas in acupuncture and orthomolecular nutrition, as well as certifications in coaching, positive psychology, meditation and mindfulness. Tracy’s journey has been marked by profound loss, having lost her parents to cancer in her twenties, three siblings-in-law to ALS, and her brother to cancer at the tender age of 47. These experiences have forged her into a resilient and empathetic guide, uniquely equipped to navigate the turbulent waters of serious illness with grace and wisdom. With a deep understanding of the intricate interplay between emotional, physical, and financial well-being, she offers a holistic approach to supporting individuals, families, and professionals alike. Whether you’re a financial advisor, medical professional, or someone navigating the uncharted territory of a loved one’s illness, Tracy can help guide you with the tools you need, including her book Before Goodbye: Your Emotional, Physical, and Financial Guide when a Loved One is Diagnosed with a Serious Illness.

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

Area serviced: Calgary, AB

We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.

We have a team of tax accountants; corporate and personal service lawyers; estate planning lawyers; tax specialists; certified financial planners; investment councillors that help us in the management of our clients wealth.

Our team has over 30 years experience in managing clients wealth.

Area serviced: Innisfil, ON

Chris has been an advisor since 2011. What Chris enjoys most about being an advisor is being able to help ensure people have things properly structured both now and in the future for their next of kin. When he is not working, Prior to being an advisor, he was an Engineer, having spent 16 years working in Project Management in the automotive sector. Chris enjoys spending time with his family. He enjoys golfing, fishing, curling and travelling.