Find a CEA

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. 

I am a Tax supervisor and payroll compliance professional. I have been preparing Terminal, estate and trust returns for 23 years. I am taking this course because it sounded interesting and i am an executor in the future.

I have been a financial advisor with Edward Jones since 2017, and provide comprehensive financial guidance for both business owners and individuals with complex financial needs. With a Bachelor of Commerce degree from MacEwan University, I bring a strong academic foundation and a deep understanding of financial dynamics to my clients.

I hold the Certified Financial Planner® designation, underscoring my knowledge in guiding clients through complex financial landscapes.

My approach is rooted in personalized service and tailored strategies that align with each client's unique goals. My focus is on helping clients build, manage, and protect their wealth, ensuring they are well-prepared for both opportunities and challenges. Whether you're a business owner planning for succession, or an individual seeking to secure your financial future, I can help you achieve your objectives.

Connect with me today to explore how we can create a tailored financial strategy to help support your financial success.

Email: bryan.krawchuk@edwardjones.com
Office: 780-463-3443