Find a CEA

I work for one of the largest Credit Unions in Manitoba 

I have over 20 years of experience in the financial services industry and have been helping individuals and families with their insurance, investment, retirement and estate planning needs.

Justin has been in the financial services industry since 2004 and during that time has held many different positions all the way from working in the mail room Financial Horizons (a life insurance brokerage) to owning and operating a successful financial planning practice, Hamilton Financial Inc. Justin successfully sold Hamilton Financial in 2017 but continued to practice financial planning in addition to holding the position of Sales Director for all Southwestern Ontario for Financial Horizons.

Justin is a Certified Financial Planner and looks to offer clients sound financial planning advice with a goal of providing peace-of-mind to his clients with a strong focus on risk management, retirement and estate planning needs. Justin graduated from the University of Western Ontario with a degree in Sociology. Justin has a post-graduate certificate in Professional Financial Services from Fanshawe College. Along with having his life insurance licence and full securities licence, Justin has earned his Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC) designations.

Justin is an avid sports fan who loves to attend, watch and play many different sports throughout the year including hockey, skiing and golf to name a few. If you do not find Justin in the gym by 7am he is more than likely at the family cottage on Georgian Bay.

• Friendly Executor Coaching: Simple, one-on-one virtual guidance to help local or long-distance executors navigate their next steps.
• Hands-On Home Inventory: Patient, on-site help in York Region/GTA to sort spaces, locate critical paperwork, and catalog assets.
• Legal & Tax Organizing: Tidying up receipts and financial files so executors feel completely prepared for meetings with their lawyers or CPAs.

• Candidate for the Certified Executor Advisor (CEA) Designation (CICEA).
• Professional background in customer relations, adult training, and territory management.
• My Edge: I don't look at estates through cold legal jargon. I approach them as someone who has sat in your exact chair, dealt with the cross-provincial grief, and knows how to listen first and guide patiently.

Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner. 

Anne is a financial
advisor with RGF Integrated Wealth Management, and has been with the firm since
1997. She specializes in wealth accumulation and retirement planning, with a
focus on generating – or preparing to generate – a comfortable level of income
in retirement by integrating the use of various pension entitlements and
investment assets.



Estate planning issues are an intrinsic part of wealth accumulation and
retirement planning, and can be addressed either as a matter of course or separately,
depending on the requirements for each individual client.

Jane Handforth, Life Licensed Broker, CEA

I help families keep more of what they’ve spent a lifetime building — and make life easier for the people they’ll eventually leave behind.

As a Life Licensed Broker and Certified Executor Advisor, I help clients understand the financial side of estate and legacy planning: what happens to their money and assets when they die, and what they can do ahead of time to make things easier for their families and executors.

My approach is education first. I simplify the complex so people can make informed decisions about insurance, investments, retirement and leaving a legacy.

Tim Hansen, B.Comm.,
CFP® is a recognized
financial educator, author, speaker, a co-creator of the Abundant
Retirement Process TM, and a wealth advisor at Sutton Wealth Planning, whom you may have seen in Thrive magazine and at speaking
engagements for Family Business Association Saskatoon, Praxis School of
Entrepreneurship and the national Advocis conference. For the past
several years, Tim has been a mentor in the Raj Manek Mentorship Program, which
pairs experienced business mentors with young entrepreneurs.

Tim
has been helping successful families and business owners with their retirement
planning to preserve, protect and pass on their wealth for over 15 years. In
addition to his role as a partner and wealth advisor with Sutton Wealth
Planning Tim
is also a Pension Advisor Sutton Benefits & Pension Inc. working alongside
his wife Andrea to help businesses build toward their total rewards business
strategies.

Tim’s believes that
when your wealth is in control of you, the experience of confusion, fear and
worry is something you have the power to take that control over to fulfill your
dreams.  And he is passionate about
helping his clients achieve a unique impact, while enjoying lifestyle freedom
and peace of mind about their wealth.

Originally from
Theodore, Saskatchewan, Tim graduated from the University of Saskatchewan in
2001 with a Bachelor of Commerce. Tim is a member of Advocis, as
well as the NSBA, Chamber of Commerce, and Benefits Alliance.

Tim and Andrea have
two children, Victoria and Broderick. Tim enjoys being involved in
his children’s activities and has coached both of them in minor
hockey. As an avid sports fan, Tim’s favorite teams are the
Vancouver Canucks, and the Saskatchewan Roughriders, where he is a season
ticket holder, and he enjoys taking in as many games as possible. He
also plays hockey recreationally, and he is known for his powerful skating
stride and soft hands around the net.

In his spare time, Tim
enjoys many outdoor activities, from hunting, fishing, boating, hiking and
skiing, many of which they enjoy together as a family at their cabin at Fishing
Lake. Tim also enjoys the arts, collecting coins, drawing, painting
and dabbling in photography, as well as reading personal development
books. Tim tries to keep everything light through his keen sense of
humour, and he puts those around him at ease through his easy-going and
fun-loving nature.

Van Hansen is a leading real estate broker with Right At Home Realty, Brokerage serving Halton, Hamilton & GTA. Say hello... move forward with more™

Situated as my clients' Chief Wealth Officer, I focus on creating independence and building legacy for  individuals and families. As a financial planner, insurance advisor and investment advisor, I am able to blend different areas of expertise to serve my clients through four segments - Wealth Maximization, Risk Mitigation (insurance), Investment Management, and Estate Counsel. Alongside the CEA designation, I have also achieved and maintained my Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of CSI (FCSI) credentials. I strive to differentiate myself by working with "non UHNW" clients, and instead engaging with mass affluent individuals and families, as I consider this segment's wealth interests to be severely underrepresented.