Find a CEA

I help my clients plan for today and also for the future

C-Suite executive with a thorough understanding of the financial service and funeral industry.  Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales, funeral planning, and marketing.  Active in industry associations and frequent public speaker.  Professional designations include CPA, CA, CMA, CPC, and CEA.

I am the CEO/President of Team iTech.  We help people make tech make sense.  I am also a licensed life agent and accredited CEA.  I live in Kingston with my wonderful wife, Jenna, am a volunteer with the Kingston Walk for ALS and Past President of the Ottawa and District Funeral Service Association.  I also sit on the board of the Kingston Chapter of Certified Executor Advisors.  

I've been in the Financial Services industry since 1998, and have advanced my education to acquire CFP, (Certified Financial Planner) CLU (Chartered Life Underwriter), CHS (Certified Health Specialist), CFDS  (Certified Financial Divorce Specialist) and CEA (Certified Executor Advisor) designations. 

My strength lies in explaining complex elements of financial planning in plain language that brings clarity to your options. 

Heidi Foshay Kimball holds a Bachelor of Arts (B.A.) from St. Mary’s University and graduated from Dalhousie Law School in 1989. She articled and practiced with Derrick J. Kimball in Wolfville and was appointed by Public Prosecution Service of Nova Scotia as Per Diem – Prosecutor in 1992. She was the solicitor for the Village of New Minas from 1990 to 2005 and has been counsel to the Wolfville Children’s Centre, Wolfville since 1990.Heidi is Member of the Nova Scotia Bar and the Canadian Bar Association, the Kings County Barristers’ Society, and is currently the Secretary/Treasurer for the Kings –County Barristers’ Society. In addition, she is the solicitor for the Red Door, was director of the Wolfville Children’s Centre from 1990 to 1992, and is a past member at large of the Nova Scotia Barristers’ Society Bar Council.Certified in Collaborative Family Law, Heidi is also a Family Law Information Program Facilitator. She was also Board of Director/Executive Member of the Wolfville Business Development Corporation (WBDC) from 1997 to 2002.
Politically active, Heidi is a member of the Kings-Hants Liberal Association and a recognized agent for Scott Brison, MP. She is currently an Executive member of Kings South Women’s Progressive Conservative Association.

Over Heidi’s extensive career, she has practiced before the Small Claims Court of Nova Scotia, Family Court, the Provincial Court of Nova Scotia, the Supreme Court of Nova Scotia, the Nova Scotia Court of Appeal, the Federal Court of Canada and the Supreme Court of Canada

A unique career path led Chantal to discover her true passion: helping clients and their loved ones plan for, and deal with, disabilities, incapacity, illness and death. Being a true ‘people person’, she found herself drawn to the areas of wills, estates and trusts where she can serve clients and their families on a personal level and develop lasting relationships.

Chantal grew up in an entrepreneurial family in a small community in northern Ontario. She studied at the University of Ottawa obtaining a Bachelor of Social Science degree with a major in Political Science and a minor in Women’s Studies.  She then continued her studies at the University of Ottawa successfully completing her law degree in French. She articled with a mid-size boutique labour and employment law firm in Ottawa and was called to the Ontario Bar in 2004.

Chantal gained valuable experience working for the Canadian Bar Association and running a successful business before joining a busy northern Ontario law firm.  While working at this firm, she developed a keen interest in the areas of wills, estates and trusts and knew that this was where she wanted to focus her career.

Upon returning to the Ottawa area and working briefly as a consultant, Chantal is now thrilled to be an integral part of Neff Lafreniere Estate Law Professional Corporation, a boutique wills, estates and trusts law firm.

Chantal draws on her broad experience to provide legal advice tailored to each client’s needs while exceeding client expectations by delivering exceptional, caring service. She is bilingual and able to communicate with clients in both English and French.

Chantal is a Certified Executor Advisor.

I'm a CPA and CFP with over 20 years experience in financial services.

I currently manage a client base of 450 families, acting in an advisory and consultancy role.

My name is Zoë MacKenzie and my position for work was Associate Director, Planned Giving with the University Hospitals Kingston Foundation. I now am an I dependent Consultant. 

I helped my donors determine what they want to plan with their Estate at the end of life to give an Estate planned gift / legacy gift or call it a future gift in their Will.  Family is first as always, but many donors feel strong about giving back to the community they live in after they have provided for their heirs. I help those who have determined they would like to give to one or all three of the Kingston Hospitals.

I find it's like a puzzle - finding the right pieces to fit that is a win-win for the donor wishes and another key piece of the puzzle for what works for the charities.

In my search to be knowledgeable I have completed the CPCA course (Certified Professional Consultant on Aging) and found it very helpful in my work and my current interests.

I also have completed the CEA (Certified Executor Advisor) to further my knowledge and to assist my donors.

My purpose and passion is to make sure that I do the best possible job for my donors and to add a benefit of knowledge and advise to Executors of Estates

I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has the knowledge and the tools to ensure the successful transition of an estate.  It is through the process of Executor engagement before the client passes that can facilitate success.

On behalf of advisors, I conduct compelling client-centric seminars that get clients motivated to get organized and complete their planning process. It deepens relationships for advisors and opens them up to whole new world of referral business.

 

PROFESSIONAL
ASSOCIATIONS

Ontario Bar Association, Trusts & Estates
Section Chair 2015-16, member at large of Elder Law and Alternative Dispute
Resolutions Sections, member at large OBA governing council;

Canadian Bar Association

Ontario Association of Family Mediators

Toronto Lawyers Association

ADR Institute of Ontario & Canada

EDUCATION AND YEAR OF CALL

Called to the Bar of Ontario, 2004

B.A. University of Toronto, 1993

LL.B. Osgoode Hall Law School, 2003

Executive Certificate in Conflict
Management, University of Windsor Faculty of Law, 2015

Certificate, Negotiation and Leadership
Program, Harvard Law School, 2015.

Certificate, Mediating Disputes,
Harvard Law School, 2016.

ABOUT JANE



Jane is an estate specialist, offering mediation, litigation, estate planning
and administration services. 

Jane’s practice is focused on many
aspects of elder- and age-related law, including:

- 
Facilitating difficult conversations for families related to estate
planning, planning for the future of a family business, power of attorney and
guardianship disputes, estate administration disputes;

- 
Estate, succession, and substitute decision (power of attorney)
planning;

- 
Power of attorney and guardianship questions and dispute resolution;

- 
End of life decision making;

- 
Navigating the complexities of blended families and intergenerational
relationships;

- 
Protecting against - and finding remedies for - financial abuse or
mismanagement;

- 
Administration of estates;

- 
Advocacy in court proceedings;

- 
Neutral Estate Trustee and Estate Trustee During Litigation services; and

- 
Mediation and settlement of estate, power of attorney, elder- and
age-related disputes.

Jane applies insight and compassion to her legal services and mediation
practice, using her training in age-related issues to facilitate resolution,
and reduce the harm of conflict upon the families she serves. Jane is committed
to promoting the independence and well being of older adults through advocacy and mediation.  She is a frequent speaker and writer for
public legal education events and professional programs.

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.

Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill a deeper understanding of estate and trust solutions so clients and advisors across the country feel better-prepared to make critical decisions on planning the preservation and transfer of wealth, or undertaking the role of executor. Concentra Trust is a national trust company and has been providing estate and trust expertise to Canadians for over 65 years. They partner with investment firms, law firms, credit unions and co-operatives from coast to coast. They offer estate and trust solutions for all ages and all asset values and complexities.