Find a CEA

Search Filters


Clear Search
1528 Results Found
Area serviced: Clinton, ON
519-482-5840 Ext 1
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,… Read more »
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
"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… Read more »
Area serviced: Langley, BC
6047292170
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. … Read more »
Area serviced: Brighton, ON
6134751754
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… Read more »
Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON
519-871-0754
CFP, R.F.P.,CEA
  Certified / Registered Financial Planner

Read more »
Area serviced: Sudbury, ON
705-523-2795
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 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
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
My passion for helping people and desire to make a difference drives me to first understand what is important to my clients. I believe it's important to invest my time into truly knowing what you're working towards when building a relationship. Navigating… Read more »
Area serviced: Leduc, AB
7809805492
Area serviced: Chilliwack, BC; All, BC
604-346-0001
Area serviced: Kitchener, ON
519-747-0058
Brenda is the President and CEO of Horan & Associates Brokers Inc., a reg. investment advisory and general insurance firm.  Brenda personally advises clients on their investment management, financial planning, Life insurance needs group investments… Read more »
Area serviced: Tottenham, ON; Serving most cities in Ontario, ON
905-936-5200
I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked… Read more »
Area serviced: Dartmouth, NS
9024657005