Find a CEA

I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is… Read more »

Area serviced: Waterloo, ON

519-886-4445 x 224

David Leman, CEA
President

Surrey, BC Contact

Area serviced: Surrey, BC

6045422595

Joel Lemieux, EPC, CEA
Financial Security Advisor

Embrun, ON Contact

Area serviced: Embrun, ON; Gatineau, QC; Ottawa, ON; Orleans, ON; Russell, ON; Gloucester, ON; Cumberland, ON; Winchester, ON

6138633278

David LeNeveu, CEA
CIM, FCSI, PFP, CEA

Nanaimo, BC Contact

Area serviced: Nanaimo, BC; Calgary, AB; Vancouver, BC; Fernie, BC; Colwood, BC; Chemainus, BC; Coquitlam, BC; Abbotsford, BC; Chilliwack, BC; Courtenay, BC; Cranbrook, BC; Duncan, BC; Delta, BC; Maple Ridge, BC; North Cowichan, BC; North Vancouver, BC; New Westminster, BC; Parksville, BC; Port Alberni, BC; Richmond, BC; Saanich, BC; Surrey, BC; Victoria, BC; White Rock, BC; West Vancouver, BC; West Kelowna, BC

250-618-0386

Tracy Lennon, CEA
Owner

Flamborough, ON Contact

# Read more »

Area serviced: Flamborough, ON; London, ON

(519) 474-1783

Gianni Leonetti, CEA
President

Stoney Creek, ON Contact

Area serviced: Stoney Creek, ON

416-575-5330

Mathieu Lepage, CEA
Partner

Edmonton, AB Contact

Bergeron & Co. Chartered Professional Accountant is a bilingual accounting firm who's mission is to provide excellent bilingual accounting services & products to small and medium-sized businesses, not-for-profit organizations and individuals… Read more »

Area serviced: Edmonton, AB

780-4681667

Kitty Leung, CEA
BA(Hons.), CFP, CEA, RRC

North York, ON Contact

Area serviced: North York, ON; Toronto, ON; Markham, ON; Richmond Hill, ON

(416) 303-3166

Paul Lewis, CEA
President & Senior Financial Advisor

Halifax, NS Contact

Paul is a Certified Financial Planner professional with over 30 years experience in Wealth Management, Insurance, Tax & Estate Planning. with the following designations: CFP, RHU, CHS, BBA and CEA.
Paul is a member of ADVOCIS / Financial Advisors Association… Read more »

Area serviced: Halifax, NS; Montreal, QC; Toronto, ON; St. John's, LB; Calgary, AB

902-425-3934

Area serviced: Winnipeg, MB

Area serviced: Scarborough, ON

Area serviced: Markham, ON

With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates & trust, charitable and business organizations.

I have earned the professional designations of Fellowship of the Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®). A resident of Toronto, I am actively involved in the community by participating Million Dollar Smiles and Juvenile Ride for Diabetes. And, in my spare moment I enjoy fitness and personal wellness.

I will work with you each step of the way to help you progress towards achieving the goals and dreams you and your family share.

Area serviced: Mississauga, ON

Area serviced: Cornwall, ON

Over
thirty five years of progressive experience in proactive public and private sector organizations.
Fluently bilingual senior executive having advanced strategic, leadership and
visionary prowess with extensive experience in shaping culture, managing
change, interpreting and defining strategic priorities, and pursuing evolving
opportunities with a view to building personal and corporate wealth, enduring relationships, and sustainable
organizations.

Area serviced: Waterloo, ON

My investment dealer is Manulife Securities Incorporated.

Area serviced: Surrey, BC

Area serviced: Embrun, ON; Gatineau, QC; Ottawa, ON; Orleans, ON; Russell, ON; Gloucester, ON; Cumberland, ON; Winchester, ON

I am a Financial Security Advisor
living in the Ottawa region. Since 2008, I was fortunate to help many families
and business protect their assets, estates, and income. In
2019 I completed the Canadian Initiative for Elder Planning Studies (EPC) &
in 2022 the Canadian Institute of Certified Executor Advisors (CEA). These Designations provide me with a much better comprehension of issues that may arise for Elders & Executors.

As a family man with three beautiful
& healthy children living in the suburbs, I can especially relate to young
families. I understand that the cost of living, mortgage payments, daycare and
many other expenditures can greatly affect the financial plan. This is where I
come in; by preparing a family needs analysis, I can provide options and advice
to meet your current and future needs all within a set budget.

Benefits of working with a financial
security advisor: choice, trust, and
peace of mind.

David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities Institute (FCSI)®, a Personal Financial Planner (PFP)® and a Certified Executor Advisor (CEA)®. David is also an active member with the Independent Financial Brokers of Canada (IFB) and the Million Dollar Round Table (MDRT).

David's educational background includes attending Ivy League Institution, Cornell University, in upstate New York. While at Cornell, David majored in Applied Economics and Management, maintained a 3.9 GPA, was a member of the National Society of Collegiate Scholars and was an Academic and Athletic All-American.

Before entering the financial industry, David played as a professional goaltender for 12 seasons. His last NHL stop was with the NY Rangers in the 2014 Stanley Cup Finals. Other NHL teams that David played for include the Phoenix Coyotes, Anaheim Ducks and Columbus Jackets.

In his spare time, David is a volunteer firefighter (Deputy Chief) and certified First Responder with the East Wellington Fire Department. David currently lives in Nanaimo, BC, with his wife, April, and their 4 children.

Area serviced: Flamborough, ON; London, ON

Area serviced: Stoney Creek, ON

Area serviced: Edmonton, AB

I am a Chartered Professional Accountant focusing on not-for-profit auditing, personal, corporate and trust tax preparation and consulting. Being bilingual allows me to offer these services in both French and English.

Area serviced: North York, ON; Toronto, ON; Markham, ON; Richmond Hill, ON

Area serviced: Halifax, NS; Montreal, QC; Toronto, ON; St. John's, LB; Calgary, AB

Paul is a Certified Financial Planner professional with over 30 years experience in Wealth Management, Insurance, Tax & Estate Planning. with the following designations: CFP, RHU, CHS, BBA and CEA.

Paul is a member of ADVOCIS / Financial Advisors Association of Canada, FP Canada, and Halifax Estate Planning Council.

His practice takes a comprehensive approach covering areas of Retirement Planning, Portfolio Management, Tax minimization strategies for both families and business owners.

Paul's firm also provides insurance solutions, such as: include: Life, Disability & Critical Illness protection, as well as Employee Group Heath & Pension Benefits.