Find a CEA

With 33 years in the financial planning industry I operate a business in downtown Campbellford, ON.  I specialize in retirement income planning, estate planning and prepare full financial plans.  We offer GIC's and tax preparation as well.

Rachel Memory - Inside Sales Western Canada 
(Life/Living Benefits and Wealth) 

CHS, CEA, AIAA, ACS - (LLQP)

With a shared commitment to integrity, expertise in investment management and financial planning, and personalized guidance, our team is dedicated to helping you achieve your financial goals. We believe in a collaborative approach, combining our diverse backgrounds and skills to provide you with comprehensive wealth management solutions tailored to your unique needs.

We embrace a holistic approach to wealth management. We believe in cultivating a true partnership with you, gaining a thorough understanding of your financial goals and objectives.

Our primary responsibility is to develop a comprehensive understanding of your short, medium, and long-term financial goals. We translate these aspirations into tangible dollar figures required at various future stages of life. By creating a critical path to achieving your goals, we lay the foundation for your long-term financial success.

In addition to our core competencies, we harness the collective professional know-how from across the industry. This enables us to provide you with a comprehensive wealth plan, crafted to align specifically with your unique goals and objectives.

Angela Mercier  is owner of Mediation and Financial Services, which is a unique business that
combines
mediation training and financial expertise with helping couples,
families, and business partners’ work through difficult conversations leading
to a settlement agreed to by all parties.  Mediation is designed to defuse conflict and
promote communication with all parties.

.Angela
has over 20 years of business experience which include automotive, financial
and alternative dispute resolution (ADR).  Angela faced the challenges of restructuring
her entire life after experiencing a particularly challenging divorce.  By shifting her professional focus from the
automotive industry to the financial industry, Angela’s goal was to understand
how the experience of divorce could be made less emotionally frustrating,
stressful, and financially problematic. She has been an advocate for a new
approach ever since. Angela realized that communication and co-operation
between a handful of key people during the separation process greatly improved
the experience for all involved and created better outcomes.

  In the last 10 years Angela has had extensive
training and experience dealing with both family and business conflicts and/or
disputes.  In 2016 she became a Qualified
Mediator with ADR Atlantic Institute and a member with Family Mediation Canada.  In 2019 Angela began her training as a
Certified Conflict Management specialist and was completed in early 2020 as well
completed her CEA (Certified Executor Advisor) designation in February 2020. Angela plans
to finish her CLU (Chartered Life Underwriter) in 2020. 

Angela believes that conflicts and/or disputes is an
industry that is not going away in fact her practice has shifted in recent years
from 100 % of her mediation files dealing with divorce to now 30% dealing with
Business disputes and 30% dealing with family disputes over wills and estates
with the balance of  40 %  dealing with parenting plan issues and
divorce mediation.

Angela is passionate
about helping clients keep their dispute out of the court where there is one
winner and one loser.  In an ADR process
such as mediation and conflict management it promotes a win- win outcome.

Taking the time to listen and learn about
your personal goals and dreams is the approach I take to financial
planning before any solutions are recommended.  I strive to build long
term, tax efficient financial strategies that are unique to your
economic life, always putting your best interests first.

I recognize that everyone’s situation is
different and your financial plan must reflect that. Together we will
build a plan that will help you reach your financial destination on
time, while managing unforeseen risk along the way, ensuring you
permanent financial security.

A Certified Financial Planner with an
accounting background, I have over nineteen years in the financial
services industry.  I have served on the local chapter of the Financial
Advisor’s Society of Canada (Advocis), helping other advisors adhere to a
high standard of professionalism by providing advanced education
opportunities and regular updates.  I spend my spare time volunteering
in the community or golfing, hiking, and spending time with our family
horses.

I am also an Elder Planning Counselor (EPC).

Moving confidently toward the future you imagine begins with that first step: Deciding who you would like to walk alongside you; as a partner in your life's journey.

So, on top of making sure the advisor you choose is knowledgeable, trustworthy and experienced, it is important to feel like you can connect with them. You'll want to find someone you can communicate with, easily and candidly.

I encourage you to call the office for a quick 15-minute introduction so that we can decide whether we are a good fit to partner together.

Meeting with a financial advisor can often be intimidating, but my approach is designed to set you at ease. What's important is that you walk away feeling like you're working with someone who listens to you, understands your individual needs and goals, and can help you build a strategy to achieve those goals - by creating personalized savings strategies for your short- and long-term goals, selecting the right investment products for you, working through estate considerations and setting up insurance protection for you and your loved ones. I continuously monitor your progress to make sure you stay on track for achieving your goals, and determine if adjustments need to be made. Then I celebrate with you when those goals have been achieved.

A little about me:

I have been in the financial services industry, working with Edward Jones for over 15 years.

I have pursued additional professional industry certifications to help better serve my clients:
- Designated Financial Services Advisor, and
- Certified Executor Advisor® - specializing in estate planning and insurance services.

I was born and raised in Saskatoon. In my spare time I enjoy coaching my kids' sports teams, coffee with friends and family, running along the river trails, travelling and giving back to my community.

If my process resonates with you, call me today.
I look forward to partnering together on your life's journey.

Kayla Michalenko
306-242-6625
kayla.michalenko@edwardjones.com

Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance,  Estate Planning, Large Case Consulting and Advisor training and development. 2022 marks her 40th year in the life insurance industry!

She is currently Manager Tax Retirement & Estate Planning with Empire Life

Designations CLU, RHU, CEA

I am a Tax Manager in the Domestic Tax Team at Doane Grant Thornton LLP, London, with 12 years of experience in public accounting.  My areas of expertise consists of compliance and planning services to owner-managed enterprises, Trusts and Estates.  My colleagues and I assist individuals in meeting their goals through effective tax planning strategies.

As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.  

I service High Net Worth clients and business owners, managing their holistic financial plan.  

I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs. 

I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.