Find a CEA

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.

 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 changing needs throughout their lifetime.  Their financial security plan will be tailored to their needs, risk tolerance and the goals my clients would want to achieve.

Building long term relationships based on trust, integrity and transparency, which I feel is integral in ensuring the success of my clients’ goals and dreams.

I have volunteered for over four years with Junior Achievement Central Ontario, an organization that believes in the power of education to positively impact the future of students and youth in our community through practical, hands on learning in the field of financial literacy at schools, colleges and universities.

Samuel Li started his financial advisory practice in 2005, assisting Canadians in growing their long-term wealth while protecting their assets.

One area he specializes in is servicing families with disabilities.

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: take care of others and they will take care of you. Be a trusted counsel and source of value information and insight. The rest takes care of itself. 

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 Planning

- Estate Planning

- Investment Fund

- Life Insurance

- RRSP

- RESP

- Mortgage

Stan Livingston is President and CEO of Moneyman Financial Inc. and has been in the financial services industry for more than 40 years.

Early in his career he proved his financial acumen as a partner in a Vancouver estate planning firm. With this solid foundation Stan founded his own firm in 1984, specializing in his particular interests - family business succession, investment planning and wealth management. To this day his clients include individual professionals, businesses and multiple generations of families.

Stan is a past president of the Life Underwriters Association of Canada and a standing member of the Independent Financial Brokers of Canada. He keeps current on market trends which enables him to best counsel his many business and individual clients, some whom have been with him for decades.

Stan's extensive experience in finance and family business succession planning makes him a valued advisor in both insurance and investments.