Find a CEA

This is all on my website...

I have been working for public CPA firms since 1999.  My work has been primarily in small business and taxation.  As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates.  I have recognized the need for a consultant to advise and pull together all the necessary steps for grieving executors.  I now manage the Estates department within James & McIntyre CPAs.

365 Financial is renowned for its strong tax planning and insurance solutions. We have recruited people from all walks of life, which provide professional knowledge for our customers. Besides, our customer services are highly praised by our customers because “people-oriented” is our philosophy. 365 财富规划公司致力于为有缘朋友提供财富安全，财富增值以及财富传承的金融工具。不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要保障，养老及传承的尽早规划。

I am an advisor with  Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer is " Legacy Now!" which promotes intergenerational communication regarding transferring family values, traditions , folklore and wealth. 

Henry Katz  P.ADM, CFP, RFP, FCIS, CEA

Henry Katz has over 35 years experience between accounting and the financial services sector.

Henry also devoted over 26 years to teaching at an Ontario College where he was a Professor, curriculum designer and the Program Coordinator of the highly successful and industry - Certified Financial Planning, Graduate Certificate program.

Henry was nominated for TV Ontario's Best Lecturer 2010 Competition and is a recipient of the international 2008 Award for Teaching Excellence.

His professional designations include: Fellow of the Chartered Secretaries and Administrators (FCIS); Certified Financial Planner (CFP),Certifed Executor Advisor (CEA) and Registered Financial Planner (RFP). In Canada, the Registered Financial Planner (RFP) designation is administered by The Institute of Advanced Financial Planners.

Henry has authored and co-authored finance texts and has been a public speaker.

His experience includes management in a public accounting firm; business auditor with Canada Revenue Taxation; director of finance for a number of privately owned businesses and teaching.

Henry's desire is to work closely with clients to achieve their goals motivated him to move into the financial services industry.

Henry's passion is to work closely with individuals applying key principles to all areas of their life: Time, wealth wisdom, relationships and reputation. These are all important facets of life that lead to financial success.

I love people. In fact, my greatest motivation as a financial advisor is using my knowledge to help others succeed.

Getting to know the people I work with and staying connected to them is not only a great joy for me but also a benefit for my clients because, in order to develop customized financial strategies, I need to understand what is most important to them. Close personal relationships help me do that.

In both our branch and behind the scenes at Edward Jones, we are truly focused on you. Thousands of associates and advanced technologies support my branch office so that we can help you, alongside our firm’s seven million clients, reach your long-term financial goals, protect your family and transfer your investments to the next generation in the most tax-efficient way. My Branch Office Administrator, Lisa Seeley, helps ensure you receive the highest level of service.

I have worked in several roles at Edward Jones since I started in 1999, including product development, in-depth retirement planning advice, and coaching and training to help teams deliver an ideal client experience. In 2017, I became a financial advisor to share my knowledge and expertise with others.

I obtained my Bachelor of Arts in Economics and I am a Certified Financial Planner® professional and Life Insurance Agent. With over 28 years in financial services, I am equipped to help you navigate through decisions to prepare for the future.

Raised in Toronto, I am thrilled to be living in my husband’s hometown of Port Elgin with our two daughters. We moved here in 2017 and have been welcomed to Saugeen Shores with open arms. I love spending time with my family and enjoy my work with the School Community Council and serving on the Board of Directors for the Saugeen Shores Chamber of Commerce. I am also active with the Chantry Island Cham-bettes (fun group of ladies).

I joined financial and insurance industry in 2014. I also provide strategic leadership
to the advisory team at my business with a focus on best
practices for wealth management, insurance protection and estate planning.
I am also actively involved in the investment and insurance management business where I personally serves the needs of my diverse
clientele. I specializes in providing unique tax and estate planning
solutions to professionals and business owners. I believe that financial fulfillment
begins with envisioning your goals. As a Financial advisor, my goal
is to help you experience financial fulfillment by assisting you in discovering
what is most important to you. With your priorities as a foundation, I am to
provide personalized, quality advice; tailored specifically with your goals in
mind. As a professional in the financial and insurance services
industry, I have had the pleasure of assisting many individuals over the past
8 years and counting. Throughout this time, I have spent much time educating
myself on how to best help clients achieve financial fulfillment through attending
many industry conferences and by taking relevant courses. I approach all
relationships with integrity, honesty and good values and have adopted this golden rule: “Treat others the same way that you want to be treated". My goal is to simplify your financial and insurance experience by listening to what you want and then working with you to select
options best suited to your  personality. I also beleive in self growth and continue learning. I came across the CEA and I become quickly interested as I found lots of useful information that is beneficial to my clients and I. My goal is to help you, so let me to do it.

I'm just a helpful software engineer. 

With a strong background in financial services and operations, Bonita
brings a proactive and client-centered approach. She ensures that
clients receive timely, efficient service and solutions tailored to
their needs. Licensed in both insurance and mutual funds, Bonita is
committed to helping clients make informed financial decisions. She is
also an active member of Advocis, staying up to date with industry best
practices to better serve her clients

Full service family focused wealth management team providing personalized financial solutions to busy families.  Visit our website at www.keillandassociates.ca

For over 20 years, I’ve had the privilege of guiding clients toward financial confidence, helping them create a balanced approach that evolves alongside life’s changes. My philosophy is simple: finances should be clear, empowering, and tailored to the unique journey of each individual.

My passion for financial security sparked early on. Always drawn to helping others, I immersed myself in volunteer work and career opportunities that let me make a difference. From banking to life insurance, health coverage, and out-of-country medical protection, each step in my journey sharpened my ability to safeguard people’s financial futures—leading me to my true calling as a financial advisor.

In an ever-evolving industry, staying ahead is key. I dedicate myself to learning about new government programs, employee benefits, pension plans, and financial strategies that create opportunities for my clients. My commitment extends to leadership roles as the Bay of Quinte Chapter president of Advocis (The Financial Advisors Association of Canada), ensuring financial advisors remain informed and connected. Additionally, my membership in the Canadian Institute of Certified Executive Advisors keeps me at the forefront of estate and executor-related issues.

Beyond my practice, I stay actively involved in organizations that matter to me. I am honored to serve as Treasurer for The Bridge Hospice, a tranquil end-of-life care facility dedicated to providing compassionate support during life’s final journey.

Outside of work, I find joy in the creative process—whether crafting greeting cards, scrapbooks, or woodworking projects. My greatest happiness comes from spending time with my grandchildren, exploring new beaches with my husband, Norm, and finding ways to give back through volunteering and charity work.

Because financial success isn’t just about numbers—it’s about confidence, clarity, and a strategy that truly supports life’s journey.