Find a CEA

I help people avoid losing money unknowingly and unnecessarily.

I help them to avoid places where they lose money and then accumulate this money to build their future to increase their current lifestyle. You can make your life more pleasent.

For example how we pay for our mortgage or how we fund our RRSP can be one of the worst financial decisions we ever make. I will show you a better option.

Designations / Credentials:

MFA-P, CEA, M.Ec., member of CALU, Advocis, MDRT CoT, CAGP and Estate Planning Council of Canada

I am currently employed at Access Credit Union. I have been with the Credit Union for ten years. I have held various positions, Member Service Representative, Payment Services Administrator and now I am in a Deposit Services Representative position. I open all new accounts at our Arborg location, help members with their Investments, and meet with members about Estates. I have completed several CUIC courses, Products & Services, Credit Union System and Fundamentals of Financial Planning.

Since 1956, Gordon’s has worked closely with professionals like you to solve the daunting challenge of downsizing and estate settlement for mutual clients. 

Our role is to streamline the estate settlement and downsizing process for professionals and their clients as it relates to the real estate and personal property (to whatever degree our clients wish). Gordon’s replaces the need for the client and supporting professionals to source and manage a: property manager, realtor, appraiser, personal property seller, mover, shipper, and other contractors likely to be involved in the process to maintain, repair, and/or clean up the property. 

In addition, Gordon’s interim funds all the expenses related to the activities under our care, until the client has the proceeds from the real estate sale, thereby alleviating cashflow requirements.

The market real estate commission covers the project planning and management in addition to the real estate sale.  Other direct costs are charged with no markup.

We get paid when the client gets paid.  

My name is Anthony Gordon, I hold a Law degree, a Master of Taxation Law, and I practiced Corporate and Commercial law for several years before becoming a Financial Advisor. As a financial advisor, I have offered hundreds of families  financial strategies that brought clarity to their financial decisions and helped them proactively build wealth.

Maxine practices in the areas of estates & wills, real estate and business law. She is licensed to practice in Ontario and Jamaica.

She
provides counsel on elder law; drafting of Wills, Trusts, and Powers of Attorney for Property and Personal
Care. A key component of this is the ability to advise on various strategies to
help clients distribute their estate and achieve their planning objectives while
avoiding some common pitfalls. Maxine’s clients include
executors, attorneys for property and personal care, who need help and guidance
on their duties and obligations; seniors who wish to put measures in place to protect them and their assets; beneficiaries who are not satisfied with how an
executor is administering an estate or who are unable to find a Will and need
to know what options they have; persons who wish to enter into estate planning
strategies; the terminally ill who wish to place their estate planning
objectives in place.

With a strong academic background and extensive professional experience, Craig Gorham brings a unique blend of expertise to the SUMMIT LEGAL GROUP's Estate team.

Craig's academic journey commenced at the Haskayne School of Business at the University of Calgary, where he earned his Bachelor of Commerce degree, majoring in Finance. Upon graduation, he ventured into Investment Banking, specializing in capital raising for Junior E&P companies. Subsequently, he transitioned to a Mergers and Acquisitions team, where he honed his financial acumen by calculating Net Present Values (NPV) and Internal Rates of Return (IRR) for acquisitions worth over a billion dollars.

A lifelong learner, Craig continually expands his knowledge and skills. He holds several prestigious certifications, including Financial Modeling & Valuation Analyst (FMVA), Advanced Financial Modeler (AFM), and Chartered Financial Analyst (CFA) designations.

Shifting gears from a successful finance career, Craig was drawn to a role that combined his expertise with a more customer-centric focus. At SUMMIT LEGAL GROUP, he provides corporate structure, financial modeling, and forecasting solutions to our small business clients. He leads our estate team, skillfully guiding executors through the intricacies of the probate and estate administration process. Most recently, Craig has earned the Certified Executor Advisor (CEA) designation, making him one of the few professionals in Calgary independently recognized for their expertise in this field.

Outside the professional sphere, Craig values quality time with his family and enjoys a range of hobbies. He's an avid gardener, a history enthusiast, a hiker, and a thrifter with an impressive shoe collection. Craig also maintains a small hobby farm on the outskirts of the city, a testament to his love for the outdoors.

With Craig's guidance, you can confidently navigate your estate administration responsibilities, knowing you are in competent and caring hands.

Licensed for life and health since March 1978.member of Advocis till 2005.

Financial advisor.  Interested in learning more about estate planning.

As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley.  I bring over 14 years experience in Financial Services to my role as an Estate and Trust Advisor in BC. 

My depth of experience, coupled with my professionalism and dedication to client service serves me well in my current role.  I understand that the role of an executor is a difficult one and will take time to make sure my clients are aware of the complete range of estate and trust resources that are offered by RBC.  As an expert focused executor services, I help executors to identify where RBC can help to life the burden of an executorship, wether in a simple administrative capacity helping with specific tasks or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.  A graduate of UFV with a diploma in Business Administration, I have continued to deepen my knowledge and expertise with key industry designations such as the IFIC and BCO. 

I presently hold the following designations

Chartered Life Underwriter

Chartered Financial Consultant

Elder Planning Counselor.

Certified Executor Advisor.

I help clients make smart choices about money.