Find a CEA

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.

I’m a Public Business Accountant (PBA), Certified Executor Advisor (CEA) and DMA, Personal Tax Services Specialist™ in Edmonton. I guide executors through the deadlines, the final returns and the clearance certificate, and help families plan ahead of life’s big events: a parent moving into care, a farm or business changing hands, retirement.

The practice also prepares personal and corporate tax returns and compiled financial statements, so the plan and the paperwork stay in one place. Legal documents are drawn by your lawyer. Start with a free 15-minute call: 825-977-7999.

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.

Certified Financial Planner (CFP) with additional designations as a Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS). Committed to delivering holistic financial advice with a focus on estate and insurance planning. Aspiring to expand my practice as an Executor Advisor, helping clients navigate wealth transfer with clarity and confidence.

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.