Find a CEA

CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future.  I care more about you, than anyone who doesn't share your last name!  I help set a path for clarity and purpose, and put you on a road that you never want to stop travelling.  Live your purpose and honour your dreams! I'm committed.  Are you?

I provide educational seminars and personal consultation to families and individuals to properly prepare their Estate/ Executor and final arrangements.

I Have a BSc, M.A., and  CPC ( certified preplanning consultant)

I support local community groups, churches and other non-profit organizations with fundraiser sponsorships.  

I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of the Waterloo Wellington Estate Planning Council and am also the resident estate planner affiliated with the Henry Walser Funeral Home in Kitchener.

Life transition specialist. Partner with and help for those in life changes.

CIM®, CEPA®, CEA®, DFSA®, FCSI®

My name is Susan King at King Executor Services.  I am a Certified Executor Advisor.  I support Testator’s in preparing their estate to be settled and Executor’s in settling a loved one’s estate.  I support those who will be, or are currently managing Power of Attorney responsibilities to ensure they maintain appropriate records in a transparent and be auditable form. 

I hold a Bachelor of Commerce degree with 25 years experience in accounting, auditing, contracting and governance.  My  business sensibility and a process oriented mindset have been key to my career’s success.  In achieving the goal of any process, I understand the importance of activities undertaken to be informed by business, legal, financial and regulatory requirements.  I understand the important need to liaise with legal, accounting and financial professionals - and the role that adequate preparation for these meetings plays in making the best use of everyone’s time.  I bring this knowledge, experience and skills to support the success of my clients.

I chose to focus my efforts in this area as a result of supporting the legal and financial affairs of my parents as they aged.  Over  time, it became a full time commitment.  As the Enduring Power of Attorney, Executor and Agent for both my parents, I began to appreciate how overwhelming just one of these roles could be to an individual who may not have the opportunity to become as prepared as I had over the years.  I wanted to take my business and personal experience to help Testators, Executors and those with Power of Attorney to execute their roles with confidence and support.

I possess over 20 years of experience in the IT field specializing in executive support for members of the accounting, government, legal and pharmaceutical sectors.

My transition into Real Estate was a natural progression, as I have traveled to many destinations worldwide developing an appreciation for fine architecture and interior décor. While taking my first few Real Estate courses I knew that I had to specialize to make an impact in the highly competitive Toronto market. So, I etched out a niche that allowed me to continue working closely with seniors.

I found a passion in working with the elderly, from my early years watching my mother who was a Geriatric Nurse for over 40 years’ work with her elderly patients within the community, to working as a Candy Striper and Dietary Aide in several Toronto area hospitals, to owning a company that delivered prescription medication to primarily seniors. My desire to service the aging marketplace compelled me to secure several designations including the Certified Executor Advisor (CEA).

My goals remain steadfast; to be your complete solution for all your downsizing & real estate settlement needs by using my Signature C.R.A.F.T. system.

www.upfinancial.ca

B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including  business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts, insurance proceeds, and inheritances.

He has been ranked as one of Calgary's Best Financial Advisors.

With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council of Canada, the Fellow of the CSI (FCSI) designation conferred by the Canadian Securities Institute and the Certified Executor Advisor (CEA) designation conferred by the Canadian Institute of Certified Executor Advisors.

I look forward to exploring investment strategies and solutions with you as we work together towards achieving your uniqwue financial goals.