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1565 Results Found

Darren McClelland, CEA
Regional Insurance Estate Specialist

Kelowna, BC

Area serviced: Kelowna, BC

3067172928

Heather McCoy, CEA
Manager

Taber, AB

Area serviced: Taber, AB

4032237523

availcpa.com

Sean McDermid, CEA
Financial Advisor

Winnipeg, MB

Area serviced: Winnipeg, MB

2049557326

www.Yourstylefinancial.ca

Al McDonald, CEA
Managing Partner

Oakville, ON

Area serviced: Oakville, ON

905-277-1234

www.lifeandlegacy.ca

Rachel McDonald, CEA
President, Law Clerk

Toronto, ON

Area serviced: Toronto, ON

416-427-6418

www.mcdonaldestateservices.ca

Patrick McDonald, CEA
CPA CFP

Victoria, BC

# Read more »

Area serviced: Victoria, BC; Ottawa, ON

6135585752yow

Dennis McDonald, CEA
Financial Advisor

Kingsville, ON

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Area serviced: Kingsville, ON

5197336186

https://www.edwardjones.ca/ca-en/financial-advisor/dennis-mcdonald

Damon McDonald, CEA
Partner

Oakville, ON Toronto, ON

Area serviced: Oakville, ON; Mississauga, ON; Milton, ON; Burlington, ON; Toronto, ON

4165153845
4165961711

mnp.ca

Ryan McEachen, CEA
Advisor

Prince George, BC

Update required
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Area serviced: Prince George, BC

2502773969

www.sunlife.ca/ryan.mceachen

Craig McFadden, CEA
CFP

Castlegar, BC

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Area serviced: Castlegar, BC

2503659953

Bob McGaraughty, CEA
Independent Financial Security Advisor

Ottawa, ON

Early in my career as a financial security advisor, I learned a very valuable lesson; the work I do when one of my clients passes away is some of the most important work that I can do.
Becoming a CEA has increased the support I can offer my clients.… Read more »

Area serviced: Ottawa, ON; Arnprior, ON; Carleton Place, ON; Manotick, ON; Merrickville, ON; Nepean, ON; Perth, ON; West Carleton, ON; Larnark, ON; Mississippi Mills/ Almonte, ON

613-291-7001

Tina-Marie McGee, CEA
EPC

Verner, ON Sudbury, ON

Area serviced: Verner, ON; Sudbury, ON

705 919-4337

www.junkala.ca

Bonnie McGinnis, CEA
Certified Executor Advisor

Calgary, AB

Professional Background Bonnie McGinnis is an accomplished executive administrator with extensive experience supporting Boards, CEO/Chairs, and other high-level executives. Her career spans diverse organizations across the public, private, and non-profit… Read more »

Area serviced: Calgary, AB

403-669-1290

https://financial-concierge.ca/

Joyce McGlinchey, CEA
CRA Vice President

Ottawa, ON

Area serviced: Ottawa, ON

613-226-7115

www.ableappraisers.ca

Mallory McGrath, CEA
Founder & CEO

Toronto, ON

Founder & CEO of Viive Planning - a collaborative aging & end-of-life planning company.
A female entrepreneur who strives to unite families, create open & honest conversation amongst loved ones and change a societal mindset about aging & end-of-life… Read more »

Area serviced: Toronto, ON; Mississauga, ON; Brampton, ON; Whitby, ON; Oshawa, ON; Vaughan, ON; Aurora, ON; Newmarket, ON; North York, ON

647-938-4483

www.viiveplanning.ca

Area serviced: Taber, AB

I am a Chartered Accountant and Manager with Avail LLP in Taber, Alberta. I work with our estate group to assist families with their final return and estate tax preparation needs as well as estate planning. I seek to help clients navigate their duties as executor during what can be an emotional and stressful time and help mitigate that stress by being a resource in an area that most people are unfamiliar with.

https://www.availcpa.com/team/heather-mccoy/

Area serviced: Winnipeg, MB

Area serviced: Oakville, ON

Area serviced: Toronto, ON

My name is Rachel McDonald, President & Owner of McDonald Estate Services Ltd. I began my career in estate administration working with my father who practised law for over 50 years! Although my Law Clerk Certification provided a great basis for estate administration, the lessons learned through processing thousands of Probate/Certificate of Appointment applications, or acting as a professional Executor, have been invaluable. With over ten years of experience in this field, I have not only honed my practical skills to work efficiently, but also the communication skills necessary to deal with the sensitive and confidential matters relating to estates. I truly enjoy getting to know my clients and using my expertise to help them navigate through this difficult process.

For more about my services please visit my website at www.mcdonaldestateservices.ca

Area serviced: Victoria, BC; Ottawa, ON

Sole proprietorship offering tax and financial planning service

Area serviced: Kingsville, ON

Area serviced: Oakville, ON; Mississauga, ON; Milton, ON; Burlington, ON; Toronto, ON

Area serviced: Prince George, BC

Area serviced: Castlegar, BC

Area serviced: Ottawa, ON; Arnprior, ON; Carleton Place, ON; Manotick, ON; Merrickville, ON; Nepean, ON; Perth, ON; West Carleton, ON; Larnark, ON; Mississippi Mills/ Almonte, ON

Early in my career as a financial security advisor, I
learned a very valuable lesson; the work I do when one of my clients passes
away is some of the most important work that I can do.

Becoming a CEA has increased the support I can offer my
clients. My ideal client wants to make the executor’s job as easy as
possible. They understand by reviewing what they want to happen when
they die will help their executor perform their required duties. Being an
executor is a job no one wants; a friend or loved one must pass away for it to
start. There is no training for the role and often minimal support. My process
helps the client identify ways to make the executor’s job easier. We also
involve the future executor to help them prepare and understand the magnitude
of their role.

Area serviced: Verner, ON; Sudbury, ON

Area serviced: Calgary, AB

Professional Background
Bonnie McGinnis is an accomplished executive administrator with extensive experience
supporting Boards, CEO/Chairs, and other high-level executives. Her career
spans diverse organizations across the public, private, and non-profit sectors,
where she has held both management and non-management positions. Bonnie’s broad
knowledge and adaptability have enabled her to thrive in a variety of
professional environments.

Key Strengths and Approach
Widely recognized as a trusted and respected partner, Bonnie is known for her
diplomacy and discretion in the workplace. She is deeply committed to enhancing
the image and effectiveness of the teams she works with, always striving to
contribute positively. Bonnie welcomes change, excels in planning and
organizing, and is meticulous in her work, ensuring thoroughness in every task
she undertakes.

As a Certified Executor Advisor, Bonnie brings her strong interpersonal skills and a
host of well-regarded qualities to every role she takes on. Her professionalism and expertise make her a valuable asset, and she is
dedicated to maintaining the highest standards in her contributions. Her interests
lie in the areas of estate administration services as executor and agent for executor,
power of attorney services, estate planning and administration support, and
document organization.

Area serviced: Ottawa, ON

I am a real estate appraiser preparing appraisals for many purposes such as estate settling, divorce, government seizures, relocations, capital gains, dispute resolutions, presale consultations, MPAC challenges, Power of Sale and financial mortgaging. I have been in the Financial Services Industry holding various positions since 1974, and bring a broad range of experience to the table.

Area serviced: Toronto, ON; Mississauga, ON; Brampton, ON; Whitby, ON; Oshawa, ON; Vaughan, ON; Aurora, ON; Newmarket, ON; North York, ON

Founder & CEO of Viive Planning - a collaborative aging & end-of-life planning company.

A female entrepreneur who strives to unite families, create open & honest conversation amongst loved ones and change a societal mindset about aging & end-of-life planning. An empathetic listener with a trustworthy ear who excels at problem solving. A dynamic leader of her generation who understands the road ahead and wants to positively impact it, not only for her own generation, but also the generations before her and after her. A collaborative planner who welcomes input from others.