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Bonita Jane Kee, CEA
Investment Fund Advisor & Life Insurance Broker

Vancouver, BC Vancouver, BC

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… Read more »

Area serviced: Vancouver, BC; Richmond, BC

6048898741

https://customplanfinancialservices.com/

Jeffery Keill, CEA
Portfolio Manager and Senior Wealth Advisor

Carleton Place, ON

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

Read more »

Area serviced: Carleton Place, ON; Brockville, ON; Kanata, ON; Kemptville, ON; Nepean, ON; Smiths Falls, ON; Perth, ON; Ottawa-Carleton, ON; Arnprior, ON

6132538934

www.keillandassociates.ca

Wendy Kellar, CEA
CLU, CHS, CEA

Trenton, ON

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… Read more »

Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON

613-398-1394

https://kellarfinancial.com/

Lynn Kenler, ACIA, CEA
Manager

Lethbridge, AB

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… Read more »

Area serviced: Lethbridge, AB; Fort Macleod, AB

403-553-0602

https://www.availcpa.com/team/lynn-kenler/

Dawn Kennedy, CEA
Ms

Mildmay, ON

Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON

226-840-3295

www.dawnkg.com

Mark Kent, CEA
agent/president

Halifax, NS

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… Read more »

Area serviced: Halifax, NS

9022370149

William Kerr, CEA
Investment Advisor, Office Manager

Bracebridge, ON

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

7056467111

JIM KIBBLE, CEA
Financial Planning Manager

Kitchener, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

2266002984

https://www.eventbrite.ca/e/the-6-buckets-of-estate-planning-dual-will-workshop-tickets-56446350554

Wai-Ke Kim, CEA
VP, Practice Management

Burnaby, BC

Area serviced: Burnaby, BC

4167276538

Hwan Young Kim, CEA
Financial Advisor

Burnaby, BC

Life transition specialist. Partner with and help for those in life changes.
CIM®, CEPA®, CEA®, DFSA®, FCSI®
Read more »

Area serviced: Burnaby, BC

6042246555

https://www.edwardjones.ca/ca-en/financial-advisor/hwanyoung-kim

Bruce Kindrat, CEA
CFP

Fort St John, BC

Area serviced: Fort St John, BC

250 785 7575

Susan King, CEA
Director

Lac La Biche, AB

Area serviced: Lac La Biche, AB; Edmonton, AB; Fort McMurray, AB; Cold Lake, AB; Bonnyville, AB; St. Paul, AB; Sherwood Park, AB; Spruce Grove, AB; Stony Plain, AB

780-977-3674

Desiree King, Lifestyle 55+ Affiliate, RENE, CEA
Broker of Record/Founder

Mississauga, ON

Area serviced: Mississauga, ON; Toronto, ON; Brampton, ON; Burlington, ON; Oakville, ON; Milton, ON; Ajax, ON; Pickering, ON; Whitby, ON; Oshawa, ON; Halton Hills, ON; Hamilton, ON; Richmond Hill, ON; Markham, ON

888-834-8520

https://kingsdownsizing.com/

Elijah Kirchmaier B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA, CEA
Director & Private Wealth Consultant

Calgary, AB

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,… Read more »

Area serviced: Calgary, AB

5873164070

www.upfinancial.ca

Marie Kirouac, CEA
Financial Advisor

Lorette, MB

Area serviced: Lorette, MB

(866) 565-6319

Area serviced: Carleton Place, ON; Brockville, ON; Kanata, ON; Kemptville, ON; Nepean, ON; Smiths Falls, ON; Perth, ON; Ottawa-Carleton, ON; Arnprior, ON

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

Area serviced: Trenton, ON; Ottawa, ON; Cobourg, ON; Brighton, ON

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.

Area serviced: Lethbridge, AB; Fort Macleod, AB

Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON

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?

Area serviced: Halifax, NS

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.

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

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.

Area serviced: Burnaby, BC

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

CIM®, CEPA®, CEA®, DFSA®, FCSI®

Area serviced: Fort St John, BC

Area serviced: Lac La Biche, AB; Edmonton, AB; Fort McMurray, AB; Cold Lake, AB; Bonnyville, AB; St. Paul, AB; Sherwood Park, AB; Spruce Grove, AB; Stony Plain, AB

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.

As the REALTOR® & Broker of Record of King's Downsizing & Estate Services Brokerage, I am the founder and visionary expert, combining a unique blend of knowledge, compassion, and foresight that sets me apart in the real estate field. My goal is to empower families with the expertise and tools they need to make life-changing decisions throughout the downsizing and estate settlement processes.

Area serviced: Calgary, AB

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.

Area serviced: Lorette, MB