Find a CEA

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.

I have been a Financial Advisor with Edward Jones for 26 years.

I built a business from zero into a thriving business providing peace of mind for successful people and families, helping many at this point achieive their goals and dreams.

I took the Canadian Securities Course many years ago as well as the PFP course which is now WME. 

Brian has been in the life insurance and financial services industry for over 55 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree in Actuarial Mathematics, a Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Executor Advisor. He may be contacted at:

Brian A. Harris, B.A., CFP, CLU, CH.F.C., CEA               

Harvest Insurance & Financial Services Inc.

446 Eastbridge Boulevard. Waterloo, ON, N2K 3Y3

Tel: 519-747-7447 or 1-800-353-8058

Fax: 519-747-7447  Email: hifsi@golden.net

Website: www.hifsi.ca                

I have served our clients in the Financial Services business for more than 35 years. The past 24 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.

With decades of high-level executive experience spanning multi-property hospitality ownership, large-scale corporate operations, and sports management, I bring a rare blend of strategic oversight, operational discipline, and deep empathy to the estate and executor advisory space. Having managed large teams—including overseeing hundreds of staff as a general manager for McDonald’s corporate operations—and successfully owned and operated four freehold hotels and a resort, I am exceptionally well-equipped to handle high-stakes environments, complex logistics, and sensitive family dynamics. Furthermore, my lifelong passion for legal studies underpins my rigorous approach to navigating estate administration challenges. Working closely in tandem with financial advisory practices, I help bridge the gap between technical planning and practical execution for families during major life transitions.

Proposed Services

• Executor readiness and advisory roadmap planning

• Coordinating multi-disciplinary estate tasks (working alongside accountants, lawyers, and financial professionals)

• Estate management guidance, organization, and timeline tracking

• Facilitating smooth administrative transitions and supporting families through complex estate responsibilities

Credentials & Professional Background

• Extensive background in Senior Business Ownership, Corporate Management, and Legal Studies

• Track and Field Manager, Okanagan Athletics Club

I am a Self-employed Financial advisor since 1990. Mutual  Funds and other investments through Sterling Mutuals Inc. Individual tax preparation experience since 1992. Life / Accident and Sickness Insurance licensed Level 2 since 1990.

I have Experience in over 100 estate settlements ranging from death claims on policies to terminal tax returns to will and trust consultations. Further I have also been an executor myself for multiple estates.

I have established contacts with legal professionals, mortgage brokers and am looking to build additional quality referal sources for my clients.