Find a CEA

Personal profile

“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”

So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.

I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.

A good relationship with an advisor can help take the complexity out investing.

Services

Investment Process

 -understanding your financial goals, obstacles and interests

Investment Beliefs

 -maintain objectivity, manage risks, and tax-smart investing

DFP

Dementia  Friendly Professional

We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease

I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.

At Professional Investments

"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."
   

With over eight years of experience in the financial services industry, Grace is a dedicated and knowledgeable Financial Advisor committed to helping clients achieve their financial goals with confidence and clarity. She hold the Qualified Associate Financial Planner™ (QAFP), Chartered Life Underwriter® (CLU), and Certified Executor Advisor (CEA) designations, demonstrating a well-rounded expertise in financial planning, insurance, and estate advisory services.

By integrating advanced planning strategies with a client-focused approach, Grace provides personalized, comprehensive financial advice tailored to each individual’s unique needs and goals. With a strong commitment to ongoing education and excellence, Grace is well-positioned to support clients through all stages of their financial journey.

I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.

My investment dealer is Assante Wealth Management.

I am a Financial Security Advisor
living in the Ottawa region. Since 2008, I was fortunate to help many families
and business protect their assets, estates, and income.  In
2019 I completed the Canadian Initiative for Elder Planning Studies (EPC) &
in 2022 the Canadian Institute of Certified Executor Advisors (CEA).  These Designations provide me with a much better comprehension of issues that may arise for Elders & Executors.

As a family man with three beautiful
& healthy children living in the suburbs, I can especially relate to young
families. I understand that the cost of living, mortgage payments, daycare and
many other expenditures can greatly affect the financial plan. This is where I
come in; by preparing a family needs analysis, I can provide options and advice
to meet your current and future needs all within a set budget.

Benefits of working with a financial
security advisor:  choice, trust, and
peace of mind.

David is the Founding Partner & CEO of Rockmoor Wealth Management. Rockmoor Wealth Management specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities Institute (FCSI)®, a Personal Financial Planner (PFP)® and a Certified Executor Advisor (CEA)®. David is also an active member with the Independent Financial Brokers of Canada (IFB) and the Million Dollar Round Table (MDRT).

David's educational background includes attending Ivy League Institution, Cornell University, in upstate New York. While at Cornell, David majored in Applied Economics and Management, maintained a 3.9 GPA, was a member of the National Society of Collegiate Scholars and was an Academic and Athletic All-American.

Before entering the financial industry, David played as a professional goaltender for 12 seasons. His last NHL stop was with the NY Rangers in the 2014 Stanley Cup Finals. Other NHL teams that David played for include the Phoenix Coyotes, Anaheim Ducks and Columbus Jackets.

In his spare time, David is a volunteer firefighter (Deputy Chief) and certified First Responder with the East Wellington Fire Department. David currently lives in Nanaimo, BC, with his wife, April, and their 4 children.

Experienced CPA, CA, assisting clients build wealth as a tax and estate planner.

Bergeron & Co. Chartered Professional Accountant is a bilingual accounting firm who's mission is to provide excellent bilingual accounting services & products to small and medium-sized businesses, not-for-profit organizations and individuals through a competent and efficient team.

I am a Chartered Professional Accountant focusing on not-for-profit auditing, personal, corporate and trust tax preparation and consulting. Being bilingual allows me to offer these services in both French and English.

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.