Find a CEA

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

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. 

CFP, R.F.P.,CEA

  Certified / Registered Financial Planner

I have over 20 years in financial services, including working as a business analyst for a leading Canadian life insurer and dealing with clients directly as an insurance broker. I joined Financial Concierge in 2025 to help others navigate the nuances of estate planning, administration, and money management. Kindly contact me at 613.868.5883 for a no-cost, no obligation appointment.     

Nadia is currently a gift officer with The Neighbourhood Group Community Services in Toronto, a social services agency serving people at all stages of their lives from the very young to the very old. With our community, we're building a vibrant, inclusive Toronto.

Nadia is becoming a CEA to improve her skills and knowledge to guide donors towards making their best gifts by wholistically considering their life situation and legacy plans.

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 and Certified Executor Advisor.  My mission is to help you make smart decisions with your money.

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

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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.

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. 

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 the challenges and changes throughout our lives can be difficult; my aim is to help my clients realize the goals and milestones that reflect their values and priorities while working through the obstacles.

I partner with business owners, professionals, and their families who want to work with us for the long-term. We have an established process to build personalized plans for our clients to help them achieve their financial goals and I partner with them throughout their life to help them stay on track through life's changes.

I started with Edward Jones in 2015 after obtaining my Bachelor of Commerce from the University of Alberta. I am passionate about training and coaching within our firm. Currently I am the Diversity, Equity, and Inclusion Leader for the Northern Albertan region as well as a member of the Client Solutions Team where we're responsible for supporting and training branch teams to provide an ideal client experience. I was made a limited partner in the firm in 2022.

ABOUT ME ... (OK, Put ME on the SPOT!)

Almost 60 Years on the PLANET!

Over 40 Years in SALES & MARKETING!

Almost 20 Years in REAL ESTATE!

and for almost 5 Years NOW I get the SENIORS DISCOUNT!

I moved to Britsh Columbia in 1993 from Leamington, Ontario.  A smalll Farming Community that at the time had HEINZ as the Major Employer.  Located about 40 minutes from Windsor, Ontario and accross the RIver from Detroit and about 4 hour Drive from Toronto, it was a Great Place to Grow Up along the Shores of Lake Erie.

In 2006 I was having my 3rd Child at age 37ish and selling Cars for a FORD Dealership in Surrey, BC., I was doing well, BUT the Industry  was changing and I needed something NEW.  JAY HOLLAND, REALTOR came to be.  Now, approaching 20 years later, the Journey Continues ... 

A few Milestones in 20 years ... 

- Manufactured and Modular Home EXPERT.  In 2018 I achieved Medallion Status and was One of the TOP 10% of Producing Realtors in the Fraser Valley.  My niche Market was  resale of Manufactured Homes in Parks in the Fraser Valley

- Fast Foreward to 2020 and I have SOLD my 1st Manufactured Home Park about 20 Homes and 55 Acres in the Town of Lytton.   Yes LYTTON.  The town that Burnt tot he Ground a Year Later.  The Manufactured Home Park made it through the Fire and subsequent landslide season with Minor Issues.  BUT we wow the things we Learned working in the Mountains.

- 2025 - Man Alive ... We MADE IT!  I am NOW working at EXP Realty with the FORTUNE Real EStatet TEAM (Leader Deepak Kumar) in Downtown Langley.  I am still a FULL Service Realtor, and SO MUCH MORE!  We have some small developments around the Fraser Valley. and a Full 34 Lots Sub-Division just North of Vernon, in a small Farming Community called Enderby.

The Story Continues ... Check Back in November 2025 for an UPDATE

JAY

Rick Honeyford is a Certified Financial Planning Professional specializing in estate planning with over twenty years of industry experience. He is also a mortgage agent who works with reverse mortgages to allow his clients to give an early inheritance.

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 and benefits.  Brenda currently holds her CEA, along with her Chartered Life Underwriter designation, Certified Health  Specialist designation and is also a  Registered Insurance Broker.