Find a CEA

"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"

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, Merger and Acquisition Advisor, and have worked with clients including the Whirlpool Family Trust and multiple other family offices. 

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. 

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.

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.

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 and Certified Executor Advisor.  My mission is to help you make smart decisions with your money.

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

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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.