Find a CEA

Search Filters

Clear Search
1395 Results Found
 I work with individuals, families, and business owners.  The clients’ needs, goals and financial well being are always first and foremost. This helps attain my clients’ best interests by creating a financial security plan to meet their… Read more »
Area serviced: Pickering, ON
As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple:… Read more »
Area serviced: Kelowna, BC
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.
Fluent in english mandarin and cantonese.
- Financial Planning
- Retirement… Read more »
Area serviced: Richmond, BC
Adriann received a diploma in Hotel & Restaurant Administration in 1998 and spent the next ten years working in the hospitality industry throughout Alberta and Saskatchewan. In 2009, she became a certified bookkeeper and has many business clients throughout… Read more »
Area serviced: Prince Albert, SK
Alexa Loo has been providing trustee services since 2015, specializing in trusts for disabled beneficiaries.  Ensuring client centred, proper care and careful management, Alexa treats all of her clients like family.
Read more »
Area serviced: Richmond, BC
Your business. Your future. My speciality.
You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with… Read more »
Area serviced: Vancouver, BC; Burnaby, BC; Coquitlam, BC; Delta, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; Surrey, BC; West Vancouver, BC; White Rock, BC; Abbotsford, BC
604 418 8454

Elaine Lozinski is a Final Affair consultant, speaker and author who strives to bring clarity to the overwhelming world of final affairs.  Her company, Just in Case: Final Affair Arrangements uses a practical approach for getting affairs in order,… Read more »
Area serviced: Saskatoon, SK; Regina, SK; Prince Albert, SK; Yorkton, SK; Kindersley, SK; Calgary, AB; Edmonton, AB
Jonathan Luesby B Com, CFP®, CIM®, FCSI®, CEA®,
is a trusted Independent Wealth Manager.  He holds a B.Com from U Ottawa and has the Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Certified… Read more »
Area serviced: Ottawa, ON
Building net worth:I know how important it is to build your wealth soyou can enjoy life’s priorities and achieve your visionfor the future. Working together we can developinnovative strategies to help grow your net worth byidentifying which credit… Read more »
Area serviced: Windsor, ON
I'm a retired public service manager with a business background (MBA). Being an executor myself I wanted to educate myself on this tedious process and found that it can get complicated very quickly. My goal is to help others through this process at various… Read more »
Area serviced: Merrickville, ON; Kemptville, ON; Smiths Falls, ON