Find a CEA

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a… Read more »

Area serviced: Thunder Bay, ON

8076834588

Todd Noble, CEA
President

St. Thomas, ON Contact

Our business, in conjuction with our partners, offers:
- Bookkeeping and planning for small/Medium businesses and individuals
-Tax efficient Retirement Planning

-In depth Financial Planning
-Estate Planning
-Insurance (Life, Disability, Critical… Read more »

Area serviced: St. Thomas, ON; London, ON; Delhi, ON; Windsor, ON; Brantford, ON; Guelph, ON; Sarnia, ON; Mississauga, ON; Chatham-Kent, ON; Kitchener, ON; Leamington, ON; Komoka, ON; Fergus, ON; Collingwood, ON; Elgin, ON; Grand Bend, ON; Ingersoll, ON; Kincardine, ON; Niagara-on-the-Lake, ON; Muskoka (Region), ON; Port Dover, ON; Richmond Hill, ON; Stratford, ON; Union, ON; Vaughan, ON; Simcoe, ON; Strathroy, ON; Clinton, ON; Iona Station, ON; Most of Ontario, ON; Mount Brydges, ON; Port Bruce, ON; Port Burwell, ON; Port Colborne, ON; Port Elgin, ON; Ridgetown, ON; Sauble Beach, ON; St. Marys, ON; Tillsonburg, ON; Wasaga Beach, ON; Woodstock, ON

519-631-4551

Fred Noonan, CEA
Representative

Perth, ON Perth, ON Contact

Area serviced: Perth, ON

613-264-8267

Myrna Norquay, CEA
Advisor, CFP, CLU

Edson, AB Contact

Area serviced: Edson, AB

780-725-4460

Mario Nunnaro, CEA
Senior Investment Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

416-651-2600

Brendan O'Brien, CEA
Senior Investment Advisior

Burnaby, BC Contact

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Area serviced: Burnaby, BC; Coquitlam, BC; Delta, BC; Kelowna, BC; Abbotsford, BC; Lake Country, BC; Maple Ridge, BC; Langley, BC; New Westminster, BC; North Vancouver, BC; Port Coquitlam, BC; Vancouver, BC; West Vancouver, BC

604 637 2021

Paula O'Brien, CEA
Wealth Advisor, Portfolio Manager, Investment Advisor

Ottawa, ON Contact

We help professionals, business owners and their families build wealth, so they can live life on their own terms, by wrapping tax and financial planning around investment advice. Hall O’Brien – Planning for Wealth is a SMART approach to help clients… Read more »

Area serviced: Ottawa, ON

613-788-8006

Liz O'Farrell, CEA

Whitby, ON Contact

Area serviced: Whitby, ON

905-425-2340

Steven Oen, CFP, CLU, CEA
Estate Planning Specialist

Toronto, ON Mississauga, ON Contact

Area serviced: Toronto, ON; Bowmanville, ON; Whitby, ON; Pickering, ON; East Gwillimbury, ON; Newmarket, ON; Burlington, ON; Guelph, ON; Orangeville, ON; Mississauga, ON

416-570-9610
4165709610

Gayle Ohlenroth, CEA
Office Manager

Waterloo, ON Contact

Area serviced: Waterloo, ON

519-498-8326 ext 108

Keith Oickle, CEA
President

Halifax, NS Contact

I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.

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Area serviced: Halifax, NS

902-225-4733

Area serviced: New Westminster, BC

Area serviced: Guelph, ON

Area serviced: North Bay, ON

Area serviced: Thunder Bay, ON

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

Our business, in conjuction with our partners, offers:

- Bookkeeping and planning for small/Medium businesses and individuals

-Tax efficient Retirement Planning

-In depth Financial Planning

-Estate Planning

-Insurance (Life, Disability, Critical Illness, and Group Benefits)

Area serviced: Perth, ON

Area serviced: Edson, AB

Area serviced: Toronto, ON

Area serviced: Ottawa, ON

We help professionals, business owners and their families build wealth, so they can live life on their own terms, by wrapping
tax and financial planning around investment advice.
Hall O’Brien – Planning for Wealth is a SMART approach to help clients maximize their wealth and live the life they want.

• Sound - risk adjusted, backed by a financial plan

• Meaningful - achieves your goals for your money

• Accountable - as discretionary Portfolio Managers we have fiduciary duty to act in your best interest

• Results-Oriented - measured against a personal targeted rate of return

• Tax-Efficient – minimize your lifetime tax burden and ensure more of your money stays in your pocket

We can help you find the answers to questions like: • Will I have enough to have the lifestyle I want?
• Will my money last as long as I need it to?
• Am I doing everything I can to grow and protect my money?
• Will my family be OK if something happens to me? • What will the transition out of my business look like?

Area serviced: Whitby, ON

Area serviced: Toronto, ON; Bowmanville, ON; Whitby, ON; Pickering, ON; East Gwillimbury, ON; Newmarket, ON; Burlington, ON; Guelph, ON; Orangeville, ON; Mississauga, ON

I understand that good financial advice is more important
than ever. As such, I take a long-term
approach to planning. I believe that a
detailed plan, reviewed and updated regularly, will ensure that you have access
to the financial resources necessary to realize your goals and stay on
track. I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.

I've been helping pre-retirees, retirees and small business owners with:

- Estate Preservation/Transfer

- Business transitioning

- Risk Management

Area serviced: Waterloo, ON

Area serviced: Halifax, NS

I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.