Find a CEA

I believe in a holistic approach to clients’ finances, helping create the right balance. For over 20 years, I’ve enjoyed getting to know my clients and helping them make sense of their goals and objectives. And, as life changes, so does our journey together.

My passion to help people protect their finances is what drove me to become a financial advisor! From an early age I sought opportunities to help others, through volunteering and work. My interest in finances took me on a journey working in banking, life insurance, health and out-of-country medical coverage, and to being a financial advisor.

I take pride in keeping my practice up to date in an ever-changing industry, including learning what government programs, employee benefit programs, pension benefits and other new opportunities are available. I began volunteering with Advocis (The Financial Advisors Association of Canada) early in my career and am currently the Bay of Quinte Chapter president. Membership in the Canadian Institute of Certified Executive Advisors helps keep me up to date on issues concerning executors of wills and estates.

Being actively involved in the financial and business community is important to me. Through my role as a member of the Manulife Bank Advisory Council, I help close gaps between the company’s offerings and clients’ needs. As a director of the Belleville Chamber of Commerce, I stay current with important community and political issues, and can help refer clients to other professionals in the community.

During my personal time, I enjoy reading and making crafts such greeting cards, scrapbooks, and wood projects. I love spending time with our grandchildren. My husband, Norm, and I also like to travel and walk on beaches we discover. And whenever possible, I volunteer, do charity work, and help with local schools.

Estate planning and compliance has become a significant amount of the work I prepare. Being a manager at Avail LLP I have had the opportunity to learn and grow within our estate group. My goals are to assist clients with estate planning to ensure their wishes are met with the least amount of tax liabilities and help executors and families through a challenging time. 

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®

Losing a loved one is never easy, and managing their estate during a time of grief can feel overwhelming. Having experienced this firsthand, I understand the need for compassionate, expert support. This personal experience inspired me to found TeamUp Executor Services, a resource designed to simplify estate administration and document organization through clear guidance and practical assistance. With 25 years of business and process management experience, combined with my certification as a Certified Executor Advisor, I bring a unique blend of empathy and expertise to every client. My commitment is to help you confidently navigate the complexities of estate settlement, ensuring your loved one's legacy is honored while minimizing stress on you and your family.

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.

I am a Certified Financial Planner assisting professionals and families with their estate and retirement planning.