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Kingston, ON Contact

Former Chairman of the Auction Marketing Institute, Barry Gordon is CEO of Gordon’s Downsizing and Estate Services. He has been a Transition Specialist for the past 20 years and a REALTOR® since 1978. He has been on several national and provincial… Read more »

Area serviced: Kingston, ON; Toronto, ON; Ottawa, ON

6135420963

John Guderyan, Candidate

partner

Calgary, AB Contact

I am a partner at a financial planning firm called SagiumWe have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services Read more »

Area serviced: Calgary, AB

4032324582

W JOHN HARRIS CFP, CLU, CHFC, Candidate

President

Peterborough, ON Contact

Area serviced: Peterborough, ON

705-760-9748

Debbie Hartzman, CEA

owner

Kingston, ON Contact

Debbie Hartzman, CFP.CLU.CDFA.TEP.RRC is a senior certified financial advisor, who leads a team of associates who specialize in Tax and Estate planning. Her many years of working and volunteering in the industry makes her one of the predominant advisors… Read more »

Area serviced: Kingston, ON

613-634-1323

Tracy Heath, CEA

Regional Investment Sales Manager

Waterloo, ON Contact

Area serviced: Waterloo, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Norwich, ON; Oxford, ON; St. Catharines, ON; St. Thomas, ON; Stratford, ON; Tillsonburg, ON; Strathroy, ON

519-532-6538

Tracy Henderson, CEA

Financial Services Officer

Moncton, NB Contact

Area serviced: Moncton, NB

506-853-8881

Jim Hingley CPA CEA, CEA

Heritage Estate Services

Toronto, ON Contact

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

Wanda Howlett, CEA

CFP1

Paradise, LB Contact

I help my clients plan for today and also for the future Read more »

Area serviced: Paradise, LB

709-757-4223

Herb Huck, CEA

President

Toronto, ON Contact

Area serviced: Toronto, ON

647 228-8820

Matthew Irvine, CEA

CEO/President

Kingston, ON Contact

Area serviced: Kingston, ON; London, ON; Ottawa, ON; Toronto, ON; Belleville, ON; Brockville, ON; Guelph, ON; Trenton, ON; Windsor, ON; Oshawa, ON; Ajax, ON

6138762500

Diljeet Jandu, Candidate

Portfolio risk specialist

Oakville, ON Contact

Work with private investors who have the desire to grow their portfolios and net worth through real estate . Graduated from the University of Toronto with a commerce undergraduate degree. Read more »

Area serviced: Oakville, ON

4165620333

Heidi Foshay Kimball, CEA

BA, LLB, CEA

Wolfville, NS Contact

Area serviced: Wolfville, NS

MIKE KRUPA, CEA

FINANCIAL ADVISOR

London, ON Contact

Area serviced: London, ON

1-866-568-4218

Billy Lam, CEA

Inside Sales Representative

Toronto, ON Contact

Area serviced: Toronto, ON

4168407970

Mich Landry, Candidate

President

Listowel, ON Contact

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. Read more »

Area serviced: Listowel, ON

519-291-4803

Area serviced: Calgary, AB

I am a partner at a financial planning firm called Sagium

We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services

Area serviced: Peterborough, ON

Area serviced: Kingston, ON

President of the Estate Planning Council for three terms, one of the first financial planners to achieve the Trust and Estate Planner designation and now, Certified Executor advisor.

Whether you're an executor who needs support in settling an estate or a settlor who wants their estate to move smoothly to the beneficiaries, her process and support is second to none.

Along with a chosen team of supporting professionals, the services offered combine a holistic planning process.

Support and education every step of the way with a proven process to make things incredibly smooth at t time or turmoil is the overwhelming achievement of her team.

Area serviced: Moncton, NB

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: Paradise, LB

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

Area serviced: Toronto, ON

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.

Area serviced: Kingston, ON; London, ON; Ottawa, ON; Toronto, ON; Belleville, ON; Brockville, ON; Guelph, ON; Trenton, ON; Windsor, ON; Oshawa, ON; Ajax, ON

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.

Area serviced: Oakville, ON

Work with private investors who have the desire to grow their portfolios and net worth through real estate . Graduated from the University of Toronto with a commerce undergraduate degree.

Area serviced: Wolfville, NS

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

Area serviced: London, ON

Area serviced: Toronto, ON

Area serviced: Listowel, ON

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.