Find a CEA

Since 1998 I have been helping my clients' families turn their financial dreams into achievable financial goals.   I have a strong belief in continually upgrading my Financial Planning skills to better service my clients' needs. Over the years I have attained numerous Financial designations, to insure I  guide my clients through all of life's episodes (good or bad) so they can Maximize financial Gains, feel confident they are making the right decisions and supported through out.

My office is in Etobicoke at Burnamthorpe and HWY 427.

Ciara strives
to help clients navigate important life decisions with clarity and confidence.
Growing up in a blended family and having a lifelong interest in language,
culture, and society have shaped Ciara’s belief that understanding people and
their stories is key to building strong, lasting relationships. This
perspective naturally informs her approach to relationship building. Ciara
takes the time to understand each client’s unique circumstances and values, and
how these shape their goals.

Ciara has
practiced as a lawyer in Saskatchewan since 2016, after having completed her JD
at the University of Saskatchewan College of Law in 2015. Ciara has also
completed a BA (Hons) in International Studies at the University of
Saskatchewan and an MA in Political Science at the University of Regina. Her MA
thesis, “Canadian Approaches to Arctic Foreign Policy”, was nominated for a
Governor General’s Award in 2013.

As a Trust
and Estate Practitioner (TEP), Ciara has internationally recognized expertise
in estate planning and trust and estate administration. TEPs are members of the
Society of Trust and Estate Practitioners, the global organization that sets
the benchmark for excellence in the field of trusts and estates. TEPs have
proven qualifications and experience in trusts and estates and are required to
stay up to date through ongoing professional development.

As a
Certified Executor Advisor (CEA), Ciara has nationally recognized expertise in
estate administration. CEAs are drawn from as many as 17 different professions
in Canada and are committed to advising executors and working with other CEAs
to ensure executors are able to access the skills of a wide range of
professionals.

By
combining thoughtful legal guidance with a personal, client-focused
perspective, Ciara creates tailored solutions that provide peace of mind for
the future.

Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy planning is very important to my cleints.

For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com

Co-operators Financial Advisor specializing in working with families 

With 20+ years of experience in the Financial Services industry.  Cindy's role as a Vice President, Business Development Executive at Selectpath Benefits & Financial, allows her the opportunity to work directly with Financial Advisors, Insurance Brokers, and Group Benefits Advisors, providing Estate Planning and Risk Management advice for their clients.   She holds her CLU, RPA, CEA and EPC designations.

Are you looking for strategies to help save taxes while running your business and preparing for retirement? Are you searching for tax effective ways to move money from your company to your family? Are you suddenly in charge of your financial future due to divorce, being widowed or receiving an inheritance and are looking for advice and guidance?

My team and I partner with business owners (including farmers) and those who are suddenly in charge of their financial future, to reach their financial goals. Our office and process is designed to make you comfortable and feel peace of mind that you are going to be okay. I take the time to really listen and get to know you, and I use an established 5-step Process to learn about what is most important to you and why. Once we've identified your unique needs and goals, we'll work together to construct personalized strategies to help you reach those goals. Common strategies include retirement income strategies, making pension decisions, effective succession and tax strategies for business owners, and legacy planning.

I started working in the finance industry in 2001 and have gone through some of the biggest bull and bear markets. This experience helps me provide my clients with the guidance they need to protect their wealth. I chose to build a career at Edward Jones because their values and core beliefs align with my own – namely that we put the client first. If you would like to have a chat about your dreams, goals or worries please call my office.

I have a sports background and I am very active in the Leduc Community coaching both football and hockey. While coaching football at the University of Alberta with Tom Wilkinson, I was fortunate to have been influenced by both Clare Drake, Murray Smith and John Wooden who taught me valuable skills that transfer well into my role as a financial advisor. My whistle hangs in my office as a symbol that my job is to coach, advise and guide my clients towards attaining their goals.

I've been married to my wife Andrea for 21 years and we have 4 awesome children, as well as Hunny our dog. I love calling Leduc home and am proud to be member of this community.

With 39 years in the financial planning industry I operate a business in downtown Campbellford, ON.  I specialize in retirement income planning & estate planning.  We also offer GIC's from 35 different financial institutions 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.