Find a CEA

Area serviced: Woodstock, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Vancouver, BC; Calgary, AB; St. Catharines, ON; St. Thomas, ON; Halifax, NS; Tillsonburg, ON; Strathroy, ON

519-532-8133

https://www.tracymheath.com/

Suzanne Hecht, Candidate
Insurance Business Development Specialist

Toronto, ON

Area serviced: Toronto, ON

647-282-2864

Karin Heckbert-Krech, Candidate
Assistant Location Manager and Funeral Director

North York, ON

Area serviced: North York, ON

4162236050

SHASHANK HEDAO, CEA
Financial Planner

Langley, BC

Area serviced: Langley, BC

6047292170

www.truevaluefinancial.ca

Jonathan Heeringa, Candidate
Owner

Hamilton, ON

I am currently working with executors to maximize estates through disposing of personal items and real estate renovations. I have been working in financing, commercial credit and construction projects for 30+ years. Finance degree, mortgage broker licensed,… Read more »

Area serviced: Hamilton, ON

4168368015

Anahita Heidari, CEA
Estate Administrator

Toronto, ON

Area serviced: Toronto, ON

4168876721

Rheanna Height, CEA
Financial Organization & Insurance Specialist

Edmonton, AB

Area serviced: Edmonton, AB

7802673322

www.fpadvisors.ca

Marlene Heise, CEA
Director of Wealth & Insurance Services

Brandon, MB

Area serviced: Brandon, MB; Birtle, MB

204 571 3877

Tracy Henderson, CEA
Branch Manager

Moncton, NB

Area serviced: Moncton, NB

506-853-8919 ext 2850

www.brunswickcu.com

Catherine Herdman, CEA
Certified Executor Advisor, Licensed Funeral Pre-Planner & Cemetery Specialist

London, ON St. Thomas, ON

Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON

519-642-1879

https://www.arbormemorial.ca/en/memorial?utm_source=G&utm_medium=lpm&utm_campaign=Arbor_Mem

Roberta Herod, Candidate
VP Corporate Services

Peterborough, ON Lakefield, ON

Area serviced: Peterborough, ON; Ajax, ON; Barrie, ON; Belleville, ON; Clarington, ON; Cobourg, ON; Lindsay, ON; Metro Toronto, ON; Oshawa, ON; Pickering, ON; Port Hope, ON; Trenton, ON; Uxbridge, ON; Whitby, ON; Lakefield, ON

7057415287
705-652-7777

www.herodfinancial.com

Area serviced: Winnipeg, MB

Area serviced: Toronto, ON

Area serviced: Clinton, ON

I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.

With over 30 years of experience in the investment industry, specializing in estate planning and generational wealth transfer, Tracy Heath, a multiple award-winning professional in her field, has become a beacon of wisdom for those facing the emotional, physical, and financial challenges that accompany a loved one’s serious illness. Her expertise transcends mere numbers, drawing from a profound well of personal experiences that have shaped her compassionate approach.

A respected speaker and educator, Tracy has dedicated her career to empowering financial advisors and their clients with the knowledge and tools to plan ahead, ensuring a legacy of love and security for future generations. Her qualifications extend far beyond the realm of finance, encompassing diplomas in acupuncture and orthomolecular nutrition, as well as certifications in coaching, positive psychology, meditation and mindfulness. Tracy’s journey has been marked by profound loss, having lost her parents to cancer in her twenties, three siblings-in-law to ALS, and her brother to cancer at the tender age of 47. These experiences have forged her into a resilient and empathetic guide, uniquely equipped to navigate the turbulent waters of serious illness with grace and wisdom. With a deep understanding of the intricate interplay between emotional, physical, and financial well-being, she offers a holistic approach to supporting individuals, families, and professionals alike. Whether you’re a financial advisor, medical professional, or someone navigating the uncharted territory of a loved one’s illness, Tracy can help guide you with the tools you need, including her book Before Goodbye: Your Emotional, Physical, and Financial Guide when a Loved One is Diagnosed with a Serious Illness.

Area serviced: Toronto, ON

Area serviced: North York, ON

Area serviced: Langley, BC

"Certified Financial Planner (CFP) with a passion and reputation for helping everyday people improve their lives by making small, yet meaningful financial improvements. I believe that everyone deserves a sound and practical financial advice. Our effectiveness is due to our excellence in building personal relationships, which can be attributed to our interest in learning about your purpose, your values and your goals. We take no shortcuts when it comes to tax, retirement and estate planning. After due analysis of your situation, we provide advise and products. Some of the products we sell are mutual fund investments, RRSP, TFSA, RESP, annuities, life, disability and critical illness insurance, business and group insurance"

Area serviced: Hamilton, ON

Area serviced: Toronto, ON

Area serviced: Edmonton, AB

Area serviced: Brandon, MB; Birtle, MB

Area serviced: Moncton, NB

Area serviced: London, ON; Brantford, ON; Goderich, ON; St. Thomas, ON

Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to offer more. In her search for greater knowledge, she has earned the designation of Licensed Funeral Pre-Planner and Certified Executor Advisor.