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Rheanna Height, CEA
Certified Executor Advisor

Edmonton, AB

Rheanna Height is a Certified Executor Advisor with FP Advisors Inc., helping executors and families navigate the practical realities of estate administration.
After experiencing the process firsthand when her father passed away, Rheanna understands… Read more »

Area serviced: Edmonton, AB; Ardrossan, AB; Beaumont, AB; Camrose, AB; Ft. Saskatchewan, AB; Leduc, AB; Morinville, AB; Sherwood Park, AB; Spruce Grove, AB; St. Albert, AB; Stony Plain, AB; Strathcona County, AB; Sturgeon County, AB

780 267 3322

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

Brian Henley, Candidate
President

St. John's, NL

Area serviced: St. John's, NL

7097537350

Alecghenleygroup.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

Kevan Herod, Candidate
CFP, CEO

Peterborough, ON Lakefield, ON

Area serviced: Peterborough, ON; Lakefield, ON

7057415287
8882507777

www.herodfinancial.com

Nadia Heyd, CEA
Director of Community Engagement and Major GIfts

Toronto, ON

Area serviced: Toronto, ON

14165260413

www.tngcommunityto.org

Sylke Hickey, CEA
Financial Adviser

Goderich, ON

We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning. I am a Certified Financial Planner, Chartered Life Underwriter… Read more »

Area serviced: Goderich, ON

5195245591

Dana Hicks, CEA
Financial Advisor

Delhi, ON

Dana is a Certified Financial Planner® with 26 years of financial industry experience. She partners with her clients in all aspects of Wealth Management.
The CEA designation allows Dana to provide clients advice based on her broad practical knowledge… Read more »

Area serviced: Delhi, ON

5195824159

https://www.edwardjones.ca/ca-en/financial-advisor/dana-hicks

Wayne Hill, CEA
Senior Wealth Management Advisor, CPCA,CEA

Calgary, AB

We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.
We have a team of tax accountants; corporate and personal service lawyers;… Read more »

Area serviced: Calgary, AB

(403) 252-5148

hillwealth.ca

Jim Hingley CPA CEA, CEA
Heritage Estate Services

Toronto, ON

From proactive planning to immediate need situations, we offer experience, guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate settlement, Executor advisory, financial planning, taxes, valuations… Read more »

Area serviced: Toronto, ON

416-423-6386

www.HeritageES.ca

Paul Ho, Candidate
VP Wealth Management

Vancouver, BC

Area serviced: Vancouver, BC

604-647-0648

Angel Ho, Candidate
Qualified Associate Financial Planner

Richmond, BC

Area serviced: Richmond, BC

7788292712

www.bestcarefinancial.ca

Chris Hoegy, CEA
Advisor

Innisfil, ON

Area serviced: Innisfil, ON

7058964634

Area serviced: Brandon, MB; Birtle, MB

Area serviced: Moncton, NB

Area serviced: St. John's, NL

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.

Area serviced: Peterborough, ON; Lakefield, ON

Herod Financial Services is a cutting edge financial firm
that specializes in providing personalized financial solutions to individuals
and business. With a team of skilled professionals and advanced
technology, we offer a range of services including wealth management, estate,
retirement and multi generational planning, tax strategy and investment
advice. Our approach is tailored to the unique needs and goals of each
client, with a focus of maximizing returns and minimizing risk. At Herod
Financial Services we pride ourselves on our superior customer service,
attention to detail and commitment to helping our client achieve financial
success.

Area serviced: Toronto, ON

Nadia is currently a gift officer with The Neighbourhood Group Community Services in Toronto, a social services agency serving people at all stages of their lives from the very young to the very old. With our community, we're building a vibrant, inclusive Toronto.

Nadia is becoming a CEA to improve her skills and knowledge to guide donors towards making their best gifts by wholistically considering their life situation and legacy plans.

Area serviced: Goderich, ON

Area serviced: Delhi, ON

Dana is a Certified Financial Planner® with 26 years of financial industry experience. She partners with her clients in all aspects of Wealth Management.

The CEA designation allows Dana to provide clients advice based on her broad practical knowledge in all of the 17 disciplines required to advice the executor /executrix. She wants to help her clients as estate planning becomes a goal in each of their journeys

Area serviced: Calgary, AB

We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.

We have a team of tax accountants; corporate and personal service lawyers; estate planning lawyers; tax specialists; certified financial planners; investment councillors that help us in the management of our clients wealth.

Our team has over 30 years experience in managing clients wealth.

Area serviced: Toronto, ON

From
proactive planning to immediate need situations, we offer experience,
guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate
settlement, Executor advisory, financial planning, taxes, valuations and real
estate needs all supported by our network of trusted professionals.

Area serviced: Vancouver, BC

Area serviced: Richmond, BC

My main area of practice is to provide guidance and solutions to retirement and estate planning, as well as protecting clients' assets in the event outside their control. I am a Qualified Associate Financial Planner and an Elder Planner Counsellor. With more than 25 years of investment experience in the financial industry and previously worked with seasoned fund managers in securities firms, I enjoyed very much working with my clients in which the majority group is people over 60+. I am licensed to offer life and health coverages with main focus on asset transfer strategies to beneficiaries / next generation.

Area serviced: Innisfil, ON

Chris has been an advisor since 2011. What Chris enjoys most about being an advisor is being able to help ensure people have things properly structured both now and in the future for their next of kin. When he is not working, Prior to being an advisor, he was an Engineer, having spent 16 years working in Project Management in the automotive sector. Chris enjoys spending time with his family. He enjoys golfing, fishing, curling and travelling.