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Lethbridge, AB

Estate planning and compliance has become a significant amount of the work I prepare. Being a manager at Avail LLP I have had the opportunity to learn and grow within our estate group. My goals are to assist clients with estate planning to ensure their… Read more »

Area serviced: Lethbridge, AB; Fort Macleod, AB

403-553-0602

https://www.availcpa.com/team/lynn-kenler/

Dawn Kennedy, CEA
Ms

Mildmay, ON

Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON

226-840-3295

www.dawnkg.com

Mark Kent, CEA
agent/president

Halifax, NS

I provide educational seminars and personal consultation to families and individuals to properly prepare their Estate/ Executor and final arrangements.
I Have a BSc, M.A., and CPC ( certified preplanning consultant)
I support local community… Read more »

Area serviced: Halifax, NS

9022370149

William Kerr, CEA
Investment Advisor, Office Manager

Bracebridge, ON

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

7056467111

Sukhi Khinda, Candidate
Sukhi

Brampton, ON

Area serviced: Brampton, ON

6472842446

JIM KIBBLE, CEA
Financial Planning Manager

Kitchener, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

2266002984

https://www.eventbrite.ca/e/the-6-buckets-of-estate-planning-dual-will-workshop-tickets-56446350554

Heather Kiley, Candidate
Executive Assistant

Brockville, ON

Heather Kiley is the dynamic front line Executive Assistant, to Timothy Ross Family Advisor ® , CEO, Founder of Brock Shores Financial
Client care specialist, and in house specialist for estate planning, implementation, disability tax matters… Read more »

Area serviced: Brockville, ON; Ottawa-Carleton, ON; Addison, ON; Deep River, ON; Cornwall, ON; Kingston, ON; Smiths Falls, ON

6133450016

www.BrockShoresFinancial.ca

Wai-Ke Kim, CEA
VP, Practice Management

Burnaby, BC

Area serviced: Burnaby, BC

4167276538

Hwan Young Kim, CEA
Financial Advisor

Burnaby, BC

Life transition specialist. Partner with and help for those in life changes.
CFP®, CIWM®, CIM®, CEPA®, CEA®, DFSA®, FCSI®
Read more »

Area serviced: Burnaby, BC

6042246555

https://www.edwardjones.ca/ca-en/financial-advisor/hwanyoung-kim

Heidi Foshay Kimball, CEA
BA, LLB, CEA

Wolfville, NS

Area serviced: Wolfville, NS

www.kimballbrogan.ca

Tom Kimpel, CEA
Certified Financial Planner

Cambridge, ON

Area serviced: Cambridge, ON

519-622-2745

www.ifsplanning.ca

Bruce Kindrat, CEA
CFP

Fort St John, BC

Area serviced: Fort St John, BC

250 785 7575

Susan King, CEA
Director

Lac La Biche, AB

Area serviced: Lac La Biche, AB; Edmonton, AB; Fort McMurray, AB; Cold Lake, AB; Bonnyville, AB; St. Paul, AB; Sherwood Park, AB; Spruce Grove, AB; Stony Plain, AB

780-977-3674

Tanya King, CEA
Advisor

Ajax, ON

Area serviced: Ajax, ON; Courtice, ON; Bowmanville, ON; Oshawa, ON; Whitby, ON; Peterborough, ON

9054289996 ext 2238

Desiree King, Lifestyle 55+ Affiliate, RENE, CEA
Broker of Record/Founder

Mississauga, ON

Area serviced: Mississauga, ON; Toronto, ON; Brampton, ON; Burlington, ON; Oakville, ON; Milton, ON; Ajax, ON; Pickering, ON; Whitby, ON; Oshawa, ON; Halton Hills, ON; Hamilton, ON; Richmond Hill, ON; Markham, ON

888-834-8520

https://kingsdownsizing.com/

Area serviced: Mildmay, ON; Durham, ON; Hanover, ON; Listowel, ON; Kincardine, ON; Owen Sound, ON; Walkerton, ON; Wingham, ON; Port Elgin, ON

CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future. I care more about you, than anyone who doesn't share your last name! I help set a path for clarity and purpose, and put you on a road that you never want to stop travelling. Live your purpose and honour your dreams! I'm committed. Are you?

Area serviced: Halifax, NS

I provide educational seminars and personal consultation to families and individuals to properly prepare their Estate/ Executor and final arrangements.

I Have a BSc, M.A., and CPC ( certified preplanning consultant)

I support local community groups, churches and other non-profit organizations with fundraiser sponsorships.

Area serviced: Bracebridge, ON; Gravenhurst, ON; Huntsville, ON; Orillia, ON; Barrie, ON

Area serviced: Brampton, ON

Area serviced: Kitchener, ON; Waterloo (Region), ON; Cambridge, ON; Guelph, ON; Hamilton-Wentworth, ON; London, ON

I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of the Waterloo Wellington Estate Planning Council and am also the resident estate planner affiliated with the Henry Walser Funeral Home in Kitchener.

Area serviced: Brockville, ON; Ottawa-Carleton, ON; Addison, ON; Deep River, ON; Cornwall, ON; Kingston, ON; Smiths Falls, ON

Heather Kiley is the dynamic front line Executive Assistant, to Timothy Ross Family Advisor ® , CEO, Founder of Brock Shores Financial

Client care specialist, and in house specialist for estate planning, implementation, disability tax matters and trouble shooting with government departments.

Family Office providing Omega Stewardship ®

* One Stop Process Driven Approach for Retirement & Income Planning

* Personalized Tax Management Solutions for Individuals & Business Owners

* Confidential Wealth Management Solutions

"Helping Families Achieve ... Life's Major Goals" ®

Tax Smart Planning & Investing
Worry Free Retirement
Education of Our Children & Grandchildren
Quality Care For Our Parents
Meaningful Financial Help For Our Loved Ones
Meaningful Legacy

#ImprovingFutures

“The time to repair the roof is when the sun is shining. [State of the Union Address January 11 1962] ” ― John F. Kennedy

Area serviced: Burnaby, BC

Life transition specialist. Partner with and help for those in life changes.

CFP®, CIWM®, CIM®, CEPA®, CEA®, DFSA®, FCSI®

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: Cambridge, ON

Area serviced: Fort St John, BC

Area serviced: Lac La Biche, AB; Edmonton, AB; Fort McMurray, AB; Cold Lake, AB; Bonnyville, AB; St. Paul, AB; Sherwood Park, AB; Spruce Grove, AB; Stony Plain, AB

Losing a loved one is never easy, and managing their estate during a time of grief can feel overwhelming. Having experienced this firsthand, I understand the need for compassionate, expert support. This personal experience inspired me to found TeamUp Executor Services, a resource designed to simplify estate administration and document organization through clear guidance and practical assistance. With 25 years of business and process management experience, combined with my certification as a Certified Executor Advisor, I bring a unique blend of empathy and expertise to every client. My commitment is to help you confidently navigate the complexities of estate settlement, ensuring your loved one's legacy is honored while minimizing stress on you and your family.

Area serviced: Ajax, ON; Courtice, ON; Bowmanville, ON; Oshawa, ON; Whitby, ON; Peterborough, ON

As the REALTOR® & Broker of Record of King's Downsizing & Estate Services Brokerage, I am the founder and visionary expert, combining a unique blend of knowledge, compassion, and foresight that sets me apart in the real estate field. My goal is to empower families with the expertise and tools they need to make life-changing decisions throughout the downsizing and estate settlement processes.