Find a CEA

With over 15 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council. 

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

I am an independent, IIROC licensed investment advisor  with Aligned Capital Partners. I am a  certified financial planner and trained as a chartered accountant which has been changed to Chartered Professional Accountant. I am knowledgeable about final taxation and taxation of estates.

I have earned the following designations: Certified Financial Planner (CFP), Chartered Professional Accountant (CPA), formerly CA, Certified Executor Advisor (CEA).  I attended U of T and have a BA in Economics. 

I understand how financial pieces fit together and how priorities change through a person's life. I can look at  your situations and help identify, prioritize and implement needed improvements. I prepare personal financial statements that you can maintain to better understand your whole situation.

I earn income from investment advisory and trailer fees. I also earn commissions from selling life insurance and preparing personal tax returns (including final returns).  

I am an advisor to the board of the JCCC Foundation and former treasurer & board member of the Japanese Canadian Cultural Centre.  This has helped me gain familiarity with foundations and charitable giving.

The Certified Executor Advisor (CEA) is a designation that shows clients that I can help them if they find themselves looking after an estate.  

I have a home office in north Oshawa, just south of Port Perry, but serve clients within the GTA (or a couple hours drive).  I am relatively low key, everything I do is confidential, I work by myself and hopefully easy to work with. 

Thank you for your time!

I LIVE IN THE WINDSOR ESSEX COUNTY AREA. I HAVE BEEN A FINANCIAL ADVISOR FOR 30 YRS I FOCUS ON RETIREMENT AND ESTATE  PLANNING.

I LOVE HELPING PEOPLE  MAKE  WISE FINANCIAL DECISIONS

I LOVE WHAT I DO AND NO DESIRE TO EVER FULLY RETIRE

inside sales rep. We work as the distribution network between financial advisors and retail clients. 

I am a Registered Representative with IIROC including my options license. I currently hold my CIM designation and am also licensed with the Insurance Council of Saskatchewan for Life, Accident &Sickness insurance. As a life long learner I am constantly looking for ways to improve my personal and professional skill set.

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.

Beginning a career in consumer finance in 1974 Ian's first 7
years learning why many people struggle with money. In 1987 Ian joined a
life insurance firm to learn more about estate planning and
investments. Later mutual funds were added. In 1994 Ian became
an independent broker and remains so to this day.

Ian enjoys teaching people
why it's crucial to eliminate non-deductible debt as quickly as possible. This
has become a key to his work. Reducing personal
consumption while building a solid portfolio of income producing
investments can help to create a stress free, and sustainable financial
future.

Alternative Investments can offer unique opportunities
for some investors and Ian has become very skilled in finding suitable
investments for most investors, from the most aggressive, to the most
conservative.

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.

I have been an advisor in the financial Service industry since 1997. I am a Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executors Advisor (CEA).

My firm, To Educate And Mentor Financial Solutions, or T.E.A.M. Financial Solutions, has a mission to educate and mentor clients through the ever changing world of financial planning concepts and solutions. At T.E.A.M. Financial Solutions, our goal is to balance our client’s need for education on financial planning without losing focus on the objective of providing the right financial solutions to help them achieve lifetime financial security. With clients I focus on breaking down the sometimes complex issues in a manner that people can better understand. I believe that education is the key to success.  

My main business focus is Estate and Financial planning, that is my specialty. Delivering these financial concepts in a seminar format has proven very successful. Although I have been providing financial advice since 1997, I've been presenting to groups and educating since 1992. 

Outside of the office, I am very active with the Kin Club of Woolwich which my wife, Brenda and I chartered in 2010. I currently hold the role of 2nd VP and I am also the Chairman of the Pamper Yourself for a Year Raffle that raises money for local Educational, sporting teams and Charities. I sit on the Grand River Amazing Race planning committee and serve as the sponsorship Coordinator and Marketing Director. I enjoy camping with my family and can be found exploring Ontario most weekends or at a ball diamond coaching Girls minor Softball for the Waterloo Ghosts. In the winter, I can be found in a hockey arena with one of my two children, Brandon or Maddy.

I have been a member of Advocis (The Financial Advisors Association of Canada) for 40 years. When I was a trust officer in the 1980s, I took tax and estate administration courses offered by the Trust Company Institute to get my MTI designation. I have also taken Knowledge Bureau courses on preparing tax returns for deceased persons and estates, that led to my DFA designation. I am a Certified Financial Planner and a Chartered Life Underwriter.