Find a CEA

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.

As a principal at Avail LLP in
Lethbridge, Alberta, I have over 25 years’ experience in public practice,
focusing on Estate Planning as well as personal and estate income tax.  The Estate team at Avail assists clients in
developing an Estate Plan that preserves their wealth and protects their loved
ones.  Client service is our highest priority.

 I am honoured to introduce to you another way I can serve your family.  

Specifically I can:

• "Assist the Testator before the death occurs to organize important papers and ensure that primary and secondary beneficiaries are named on life insurances, segregated funds, registered and non-registered assets where applicable.
• Advise the Testator on the valuation, protection or liquidation of property and other physical assets.

After the death occurs I can:

• Advise and assist the Executor through the arduous and lengthy process of closing an estate, or
• Act on their behalf for portions of closing the estate if required." (CICEA website)

An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions. Using a Whole Person Holistic Approach with each person to meet their unique goals.

45 years providing life insurance solutions for family and business.  Helping clients achieve retirement goals and providing estate planning assistance.

Brenda has worked in the financial industry for 38 years.  The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry.  Her focus is on bringing her clients Peace of Mind as they navigate through the potential complications of dealing with estate issues.  She also has the personal experience of dealing with a complicated estate due to the death of a loved one and knows firsthand the issues those left behind face.  Her skills also extend to assist those wanting to organize their affairs in one location, to make it easier for their Executor and loved ones. She has created the "Estate in One Place Program" and invites you to visit her website:  www.estateinoneplaceprogram.ca

With 25 years of experience in personal financial planning, I'm an advice-only CFP with Money Coaches Canada. I also hold the EPC and CPCA designations. Many of my clients are retirees (or soon to be) and  they are curious about estate and legacy concerns for elderly family members and for themselves. I am the founding Chair of the Ottawa chapter of CARP which is a national membership group for retirees who advocates for Canada's retirees on many issues.  

Regional Manager, TD Wealth Financial Planning.  Manage team of Financial Planning Professionals in Mississauga, Ontario who work closely with their clients to create custom Financial Plans.

Green and Company’s Professional Accountants offer a comprehensive
range of services to help you manage your finances with ease. In
addition to Accounting, Bookkeeping, and Income Tax, we provide Executor Advisory Services and Estate and Trust Planning. Our experienced and detail-oriented team will ensure
that all your financial affairs are managed effectively, from handling
complex tax matters to providing guidance on managing your estate. You
can rely on us to help make your accounting-life stress-free and to help
you achieve greater success.