Find a CEA

Eva-Christine is a member of Advocis, IFB - Independant Financial Brokers of Canada, Canadian Institute of Certified Executor Advisors, Canadian Association of Gift Planners and a member of STEP Canada.
I've been in the financial industry since 1988… Read more »

Area serviced: Newmarket, ON

9057581996

Danny Mitonides, CEA
CEO

Toronto, ON Contact

You can review the background of my company at www.olympianfinancial.com. I am an active Chartered Professional Accountant and Certified Financial Planner who specializes in helping higher net worth clients in the areas of investment and tax planning. I… Read more »

Area serviced: Toronto, ON

416-544-9791

Shelley Moch, PFP, FCUIC, RIS, CEA
Financial Planner

Camrose, AB Contact

I currently work as a Financial Planner with VCU Financial Ltd. and Aviso Wealth Providing tailored investment solutions and long-term strategies, is the focus of my business. Extensive knowledge in the accounting and taxation fields, as well as… Read more »

Area serviced: Camrose, AB

780-679-6201 780-678-7720

Sharon Moffat, CEA
Consultant

Red Deer, AB Contact

I am a retired Financial Planning Professional. I am embarking on a journey of advocacy for those who are looking for assistance in dealing with the loss of a loved one.
My goal is to provide assistance to those asking the question… Read more »

Area serviced: Red Deer, AB

4033186926

Paul Moffatt CFP,EPC,CPCA,RRC,CLU,RIS,CEA, CEA
Certified Financial Planner

Stratford, ON Contact

I have been in the business for almost 30 years. Specializing in financial planning, tax planning, insurance planning mortgage planning and estate planning.
Read more »

Area serviced: Stratford, ON

15192734779

Maroof Mohammed, MRICS, CCIM, AACI, P.App, CEA
Real Estate Broker

Toronto, ON Contact

Originally from the UK Maroof emigrated to Canada in 1999 Maroof is a dynamic multi-faceted individual with substantive knowledge and experience in real estate acquisitions and disposal, real estate investment analysis, valuation and appraisal, building… Read more »

Area serviced: Toronto, ON; Ajax, ON; Pickering, ON; Scarborough, ON; Whitby, ON; Oshawa, ON; Clarington, ON; Bowmanville, ON; Etobicoke, ON

647 388 0097

Francine Montaldi-Lubecki, CEA
Mutual Fund Representative, Registered Retirement Consultant

Toronto, ON Contact

Area serviced: Toronto, ON

416-242-7892

tyler monteyne, CEA
Financial Security Advisor

Regina, SK Contact

Area serviced: Regina, SK

306-546-1387

Area serviced: Brandon, MB

Area serviced: Guelph, ON

Area serviced: Kingston, ON

Area serviced: Toronto, ON; Burlington, ON

Area serviced: St. Catharines, ON

Area serviced: Waterloo, ON; London, ON; Windsor, ON

Account Executive for Empire Life

Area serviced: Newmarket, ON

I've been in the financial industry since 1988 helping clients (individuals, famillies, business owners) from debt consolidation to estate planning and business succession planning...

Servicing surrounding areas of Newmarket

www.strategiclegacy.ca

Area serviced: Toronto, ON

I started my career in 1989 as a taxation specialist with the largest C.A. firm (KPMG) in the world, later moving onto senior investment roles with TD, CIBC and Laurentian Bank. I co-founded Olympian Financial in 1993 specifically to cater to clients, this specialized level of service. I meet regularly with the world’s top money managers, enabling me to provide the most valuable and timely financial advice.

I am proud of the relationships that I’ve built with my clients and I have a strong sense of accomplishment in helping my clients achieve their financial goals. I look at every one of my clients with a view of creating a ‘life-long’ relationship that transcends just making investment decisions. I strive to be the first one my clients call when making any financial decision in their life.

An overview of how I can help you with all aspects of your financial planning is included on the following page. If you have any questions, or if you are interested in setting up a meeting, please call me directly at 416-544-9791.

Area serviced: Camrose, AB

Area serviced: Red Deer, AB

I am a retired Financial Planning Professional. I am embarking on a journey of advocacy for those who are looking for assistance in dealing with the loss of a loved one.

My goal is to provide assistance to those asking the question "What now" when the reality of becoming an executor hits home.

I have 20 years experience in the Financial Planning field, as well as Management, Marketing and Bookkeeping experience.

Area serviced: Stratford, ON

I have been in the business for almost 30 years. Specializing in financial planning, tax planning, insurance planning mortgage planning and estate planning.

Area serviced: Toronto, ON; Ajax, ON; Pickering, ON; Scarborough, ON; Whitby, ON; Oshawa, ON; Clarington, ON; Bowmanville, ON; Etobicoke, ON

Maroof holds globally recognized real estate specific designations including Accredited Appraiser Canadian Institute, Professional Appraiser (AACI, P.App) of the Appraisal Institute of Canada, Certified Commercial Investment Member (CCIM) of the CCIM Institute, Member of the Royal Institution of Chartered Surveyors (MRICS) qualified in Building Surveying holding two current charterships in Project Management and Valuation. He is a licensed Real Estate ‘Broker’ with the Real Estate Council of Ontario (RECO), presently fulfilling his second term on the Discipline and Appeals Committee. Maroof is also a licensed ‘Mortgage Broker’ with the Financial Services Regulatory Authority of Ontario (FSRA), and hold other relevant credentials not mentioned in this bio.

Professional experience and credentials described have required Maroof demonstrate a dynamic problem-solving and decision-making skill set whilst maintaining impartiality, good judgment, outstanding integrity, and the ability to screen information fairly to validate it's credibility. Maroof possess excellent relationship development skills, consistent willingness to communicate, superior analytical skills, and strong professional competence.

An avid mountain biker and snowboarder, Maroof likes watching UFC and boxing, obtained his motorcycle license in 2020 during the C19 pandemic, took up 4 wheel off-roading, and aspires to make time for hobbies like photography, barrier free design, and site seeing. He has a soft spot for old monuments and historic buildings.

Area serviced: Toronto, ON

Area serviced: Regina, SK