Find a CEA

We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property- empowering them with knowledge and know-how.  We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value.   We work with your chosen current professional advisors and supplement them with our professional team, if necessary.  Alternatively, if needed, we can be appointed as the executor or attorney. We also do estate accounting and prepare the court appointed books in passing form.

Gordon is a Certified Financial Planner (1999) with extensive knowledge and progressive experience who is entrusted with providing financial services for his clients. Gordon's primary goal is to assist you to achieve peace of mind through the development of your comprehensive plan. Together as a team, through understanding your unique needs, identifying your goals, and addressing your questions, the process of building the foundation of your customized financial plan is set in motion.

As a respected professional with more than 30 years' experience in the financial services industry, Gordon's advisory expertise and customized planning for his clients have created the cornerstone of his success. Gordon is recognized by his clients as an individual who possesses exceptional listening skills, presents all options, builds on facts, is realistic, family oriented, and demonstrates a high degree of integrity. He is a life long learner and continues his education through seminars, conferences, print media, internet resources, money manager symposia, personal development, professional development, and collaboration with his colleagues.

Most people are not aware of the responsibilities they face
when somebody dies.  With unsurpassed
technology, a complex list of tasks is accurately processed and securely
transmitted.  We make this as simple as
it should have been in the first place.

Rob Gawthrop - President, CFP, CLU, CEA 

Rob is a certified financial planner, CEAN.ca chapter board member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Gawthrop Financial, and with over 30 years of experience in finance, Rob is dedicated to helping his clients answer their most important financial questions. As a believer in lifelong learning, he speaks to groups and individuals about how to accomplish their financial dreams. Rob is a qualifying & life member of the Million Dollar Round Table, and a professional musician, (he's currently in a David Bowie tribute band) a husband of 36 years and the father of four grown daughters. 

A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters.

Harold has a unique perspective, in that he represents both advisors and their clients. On the one hand, he advises stockbrokers, mutual fund representatives, insurance agents and financial planners (and their respective corporate entities) on liability, compliance, regulatory, errors and omissions insurance and commercial issues. On the other hand, he sues stockbrokers, mutual fund representatives, insurance agents and financial planners to recoup client losses arising from advisor negligence or to recover life insurance, annuities and disability benefits when insurers fail to pay claims.

Harold is a well-known financial industry commentator, a continuing education provider for various insurers, investment and mutual fund dealers, and financial industry licensing organizations. He is a co-administrator of www.foradivsorsonly.com. He is a member of the Financial Planners Standards Council's committee reviewing FPSC's Standards and Ethics. He has been a consultant to the Advocis Best Practices Committee, is a member of the Best Practices Committee for Advocis's Ottawa Chapter and sits on the OSC Investor Advisory Panel.

Harold is also a member of Conference of Advanced Life Underwriting Associate Member and a member of the Financial Planning Standards Council. He is an elected council member of the Canadian Bar Association Ontario and the Regional Representative on the Ontario Bar Association's Class Action Section Executive Committee. He is a member numerous legal associations, including the County of Carleton Law Association.

Harold obtained his Bachelor of Arts from Queen's University, and his law degree from Dalhousie Law School. He was called to the Ontario Bar in 1993.

Servicing Kamloops BC and area.  A Sun Life Financial Advisor since 2007.  Designations, CLU, CFP, CHS, CPCA.  Providing holistic financial planning advice. 

Susan has been involved in the investment industry for over
10 years and has been a Branch Manager with DW Good Investment Co Ltd since
2011. 

Susan is also a certified life coach and public speaker.

Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process and a personal financial plan that touches on all their financial needs. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.

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 boards in Canada and the USA. He is a founder of MaxSold, an event based online auction company that caters to the needs of seniors downsizing and estate trustees. In 1991, he co-wrote and taught “Certified Estate Specialist”, the first course in the area of estate transitions. Gordon’s Downsizing and Estate Services Ltd. Brokerage’s has an exclusive contract to teach the Certified Relocation & Transition Specialist (CRTS™) course in Canada.

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 

Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and individual clients with all of their financial, tax, & protection planning. Over the years he has continued to expand, learn, and develop more efficient and effective ways to help his clients understand the complex financial world we all live in today. In early 2017 he started his quest to find better solutions for his clients in this ever changing complex investment world, in 2018 Steve joined with a PM (Portfolio Manager) and together they created SWP (SAFE Wealth Planners Inc.) he still maintains ownership in saf where he maintains his Life Insurance licenses. All of the planning and private wealth business is maintained through SWP as a fee for service offering. Steve continues to work with other producers and accounting firms to help structure the more complex corporate and succession plans for clients. Steve gets fired up when he can help find  solutions that are simple and understandable to his and others clients.