Find a CEA

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.

As a collective, our team of professionals brings over 80 years of business experience providing expert knowledge in advanced strategies backed by leaders in the areas of  insurance, taxation, accounting and wealth management.

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Wealth Banker with Alterna Savings and Mutual Funds Representative with Qtrade Asset Management. Financial Planner in Ontario, serving Peterborough and the Kawarthas, Quinte, and surrounding areas.

I became a Financial Advisor after a varied career in the Financial Field.  After completing an undergraduate degree in Psychology I met Sandra Mews and there began my 26 year career in finance.  I have worked in the banking, insurance and mortgage industry as well. 

My passion for finance comes from my desire to help people lead the life they want.  I believe that money should be a positive influence in people's lives and I have a simple client focused approach for servicing clients with their immediate and future financial and estate goals.

Servicing Kamloops BC and area.  A Sun Life Financial Advisor since 2007.  Designations, CLU, CFP, CHS, CPCA.  Providing holistic financial planning advice. 

Financial Adviser focusing on Estate and retirement Planning.

30 years experience in the Financial Services Industry with a CFP and CLU

Serving a small group of clients in Northern and Southern Ontario>

Employed in the Financial Services Industry since 2005 

VP Wealth Planning & Advice and Insurance Advisor for WLD Financial Services Ltd.  Financial Planner for Aviso Wealth. 

Professional Financial Planner & Wealth Advisor for the Subsidiary of the Williams Lake and District Credit Union. 

I hold multiple professional designations, specifically the

CFP®, CIM®, CIWM, FCSI®, PFP,

and I have also earned an MBA focused on Social Enterprise Leadership. 

I work with clients from all backgrounds with no minimum thresholds, and I help them with not only Investments and Insurance but also provide guidance and advice on their Estate Planning needs,  Tax planning and other areas related to one's overall Financial Plan. 

Please see my Linkedin profile at: https://www.linkedin.com/in/desmond-glynn-092573157/

Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner), CEA (Certified Executor Advisor) and TEP (Trust & Estate Practioner). We know that today, good financial advice is more important than ever. Steve is a senior financial advisor with over 25 years’ experience in the financial planning advisory area. He uses his extensive knowledge in the areas of Retirement, Tax and Estate Planning to develop comprehensive financial plans for clients that help them achieve their financial goals. Steve has a talent for taking complex financial planning concepts and explaining them in simple understandable terms.

Practicing since 1999, I’m a Public Business Accountant (PBA) and Certified Executor Advisor (CEA) helping individuals, small businesses, and corporations navigate taxes, finances, and estates with precision, compliance, and year‑round support. I craft strategies tailored to your goals and guide executors through wills, valuations, and tax obligations—bringing clarity, confidence, and peace of mind to every step.

Later

I have been a Financial Advisor since 2003.  I graduated from the University of Windsor where I majored in Finance and Accounting.  I prepare taxes for my clients so I can ensure that they are in the most tax-efficient insurance and investments on the market.  I work as a broker so I have over 20 companies that I am contracted with across Canada.  I am passionate about working with my clients to ensure they reach their financial goals and to keep their hard-earned money in their pockets.