Find a CEA

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

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

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

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

Toronto, ON

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

Area serviced: Toronto, ON

416-242-7892

tyler monteyne, CEA
Financial Security Advisor

Regina, SK

Area serviced: Regina, SK

306-546-1387

Paula Montgomery, CEA
Financial Advisor

Mississauga, ON

Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON

19054646425

Richard Moore, CEA
Manager

Toronto, ON

I am currenlty working in a head office position and will be offering my services in the future to clients.

Read more »

Area serviced: Toronto, ON; East Gwillimbury, ON

647 471-7970

Danielle Morin, CEA
Senior Trust Advisor, TEP, CEA

Ottawa, ON Ottawa, ON

Dedicated Estate and Trust professional at RBC Royal Trust assisting professionals and families with Estate planning, wealth transfer and trust administration. I assist our clients with their estate planning needs, often working in collaboration with… Read more »

Area serviced: Ottawa, ON

6137610235

Trever Morris, CEA
President

Smithers, BC

I hold my Certified Financial PlannerTM designation, Chartered Life UnderwriterTM designation, as well as a Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business… Read more »

Area serviced: Smithers, BC; Prince George, BC

250-847-0250

patches morrisseau-pearson, CEA
Estate Specialist

Brandon, MB

I have been with Westoba Credit Union for over 17.5 years in many roles but in my current role as Estate specialist since April 28th, 2020.
I have the designations of CEA (Certified Executor Advisor), FCUIC (Fellow of the Credit Union… Read more »

Area serviced: Brandon, MB

1-877-937-8622 ext 8043

Area serviced: St. Catharines, ON

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

Account Executive for Empire Life

Area serviced: Newmarket, ON

My estate planning business specializes in helping clients create personalized plans to protect their wealth, ensure tax efficient wealth transfer and provide security for future generations. With a focus on charitable giving, asset structuring and strategies tailored to Canadian estate laws, I guide individuals, families and business owners through the complexities of estate planning with clarity and care.

Serving York region and surrounding areas.

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: 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

Area serviced: Mississauga, ON; Burlington, ON; Oakville, ON; Hamilton, ON

I had almost 20 years of working as a Legal Assistant with Lawyers in the Burlington area until I made the move to being a Financial Advisor in 2013. I have joined Carte Wealth Management at the end of 2023 with other Mutual Fund advisors and Life Insurance agents. The CEA Program is a great addition to my credentials to help our clients and their family members during their crisis situations. I enjoy helping people with their financial journey.

Area serviced: Toronto, ON; East Gwillimbury, ON

I am currenlty working in a head office position and will be offering my services in the future to clients.

Area serviced: Ottawa, ON

Area serviced: Smithers, BC; Prince George, BC

I hold my Certified Financial Planner^TM designation, Chartered Life Underwriter^TM designation, as well as a
Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business contracted with Sun Life Financial.

I provide full services financial planning, including but not limited to retirement planning, income planning, life insurance, critical illness insurance, disability insurance, mutual funds, RRSPs, and TFSAs.

My ability to provide an excellent level of service to clients is a result of the team of qualified individuals I am a part of.

Area serviced: Brandon, MB

I have been with Westoba Credit Union for over 17.5 years in many roles but in my current role as Estate specialist since April 28^th,
2020.

I have the designations of CEA (Certified Executor Advisor), FCUIC (Fellow of the Credit Union Institute of Canada) and ACRML (Accredited Comsumer and Residential Mortgage Lender) within our organization.

The Estate Specialist
position was created to ensure a consistent member experience when assisting
members with estates, while still providing compassion in a time of need. This
role is responsible for ensuring that the estate process is handled seamlessly,
which in turn supports the branches in retaining funds of deceased members.
This position looks for ways to do things easier, better, and faster,
contributing to building our Nimble organization.

Building strong trustworthy relationships and
connection with our members and them having confidence and trust in me and
showing that I care about them and listening and seeing them and providing
guidance to help them through their difficult loss of a loved one that they are
not alone in this that I am here for them.