Find a CEA

At Your Money Financial we believe in a holistic approach to financial planning.  When building financial plans for our clients we cover investments, retirement planning, taxation and estate planning, insurance and mortgages as an entire package so that all areas of your financial picture work together to grow and protect your money.

Branch Manager at Integris Credit Union

As a Certified Executor Advisor and financial professional with more than 40 years of experience, I can help individuals and families through this complex journey of estate planning. 

I believe estate planning is a critical component to every financial plan. We provide clarity, structure, and compassionate guidance every step of the way.

Let's meet and talk about how we can make this easier for you. You will have access to the tools, insights, and strategies we have accumulated over the years. 

RBC Royal Trust has been serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity solutions tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions.

I have been in the business since 2003 serving trust and estate clients initially in the area of income tax and later in the administration of trusts including testamentary and inter vivos, as well as charities.

Chelley L. Kortenbach Inc. 

Chelley Kortenbach, CPA, CGA

Sole Practitioner 

Bookkeeping,  Compilations, Personal and Corporate Tax 

I believe accounting and tax is not only about numbers, but providing support and guidance to individuals and business owners so they have the clarity and confidence in their decision making. 

I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates.