Find a CEA

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.

I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates. 

I have been a financial advisor with Edward Jones since 2017, and provide comprehensive financial guidance for both business owners and individuals with complex financial needs. With a Bachelor of Commerce degree from MacEwan University, I bring a strong academic foundation and a deep understanding of financial dynamics to my clients.

I hold the Certified Financial Planner® designation, underscoring my knowledge in guiding clients through complex financial landscapes.

My approach is rooted in personalized service and tailored strategies that align with each client's unique goals. My focus is on helping clients build, manage, and protect their wealth, ensuring they are well-prepared for both opportunities and challenges. Whether you're a business owner planning for succession, or an individual seeking to secure your financial future, I can help you achieve your objectives.

Connect with me today to explore how we can create a tailored financial strategy to help support your financial success.

Email: bryan.krawchuk@edwardjones.com
Office: 780-463-3443

I am a passionate Family Business Advisor and Mediator.  An estate transforms into a Family Business when the last surviving parent passes and now we have a business with partners who need the guidance and advice to execute the final wishes of their parent.  It doesn't always go smooth and being able to manage individual expectations and efforts is a key strength I possess and as such can guide the family through the process and maintain harmony! 

As an award winning Certified Financial Planner, I help clients get more out of their finances, so they can get more out of life. I provide customized financial guidance in the following six key areas: Estate Planning, Tax Planning, Insurance Planning, Retirement Planning, Mortgage Planning and Investment Planning. 

Donald Kuepfer is an investment fund advisor & insurance broker and is part of the Investia Financial Services Inc. out of Milverton Ontario. He has achieved his Life License (LLQP) and completed the Canadian Securities Course. In addition he has CEA and RIS designations.

Areas of Interest

• Investment Planning
• Tax Savings
• Retirement Income & Savings Plans
• Estate Planning
• Group Savings & Benefits
• Life Insurance
• Disability/Critical Illness & Long Term Insurance

Donald enjoys getting involved through volunteer opportunities within his community, in particular through his local Lions Club.