Find a CEA

I am a Chartered Accountant and Manager with Avail LLP in Taber, Alberta. I work with our estate group to assist families with their final return and estate tax preparation needs as well as estate planning. I seek to help clients navigate their duties as executor during what can be an emotional and stressful time and help mitigate that stress by being a resource in an area that most people are unfamiliar with.

https://www.availcpa.com/team/heather-mccoy/

McCrie & Mundy Professional Services

My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd.  I began my career in estate administration working with my father who practised law for over 50 years!  Although my Law Clerk Certification provided a great basis for estate administration, the lessons learned through processing thousands of Probate/Certificate of Appointment applications, or acting as a professional Executor, have been invaluable. With over ten years of experience in this field, I have not only honed my practical skills to work efficiently, but also the communication skills necessary to deal with the sensitive and confidential  matters relating to estates.  I truly enjoy getting to know my clients and using my expertise to help them navigate through this difficult process.

For more about my services please visit my website at www.mcdonaldestateservices.ca  

Sole proprietorship offering tax and financial planning service

Financial advisor.  

Dual licensed investment/insurance advisor. I hold myself out through the financial planning subsiduary of our local credit union.

Early in my career as a financial security advisor, I
learned a very valuable lesson; the work I do when one of my clients passes
away is some of the most important work that I can do.

Becoming a CEA has increased the support I can offer my
clients. My ideal client wants to make the executor’s job as easy as
possible. They understand by reviewing what they want to happen when
they die will help their executor perform their required duties. Being an
executor is a job no one wants; a friend or loved one must pass away for it to
start. There is no training for the role and often minimal support. My process
helps the client identify ways to make the executor’s job easier. We also
involve the future executor to help them prepare and understand the magnitude
of their role.

Founder & CEO of Viive Planning - a collaborative aging & end-of-life planning company. 

A female entrepreneur who strives to unite families, create open & honest conversation amongst loved ones and change a societal mindset about aging & end-of-life planning. An empathetic listener with a trustworthy ear who excels at problem solving. A dynamic leader of her generation who understands the road ahead and wants to positively impact it, not only for her own generation, but also the generations before her and after her. A collaborative planner who welcomes input from others.

As the financial advisor to my client families, I am often called upon to discuss estate planning and administration issues.  With direct connections to the financial institutions handling client accounts and experience in dealing with them, I can help greatly reduce the stress and save time and money for clients dealing with estate planning and settlement issues. With almost three decades of tax preparation work I also understand the personal tax return very well. Since I consider this work to be part of my holistic value to clients, there is no additional fee for these services.