Find a CEA

Search Filters


Clear Search
1530 Results Found

As a partner at The Steele Group we apply a time tested approach to financial planning with a combined work experience of 35+ years between our 3 partners. Financial planning is a broad, comprehensive process. It’s this big picture approach that… Read more »
Area serviced: Cambridge, ON
15196223740
Area serviced: Elora, ON; Fergus, ON; Guelph, ON; Orangeville, ON; Barrie, ON; Peterborough, ON
866-384-4890

I began my career as a High School teacher in 1990 but I soon realized I could make significant differences in a family’s life when I started marketing Registered Education Savings Plans in 1992.
Now, 33 years later, I provide a full range of family… Read more »
Area serviced: Halifax, NS; Beaver Bank, NS; Dartmouth, NS; Prospect Bay, NS; Stephenville, NL
9022211495
I've been in the business since 2007.  I use a comprehensive approach when helping my clients plan.  Some prominent areas I help are wealth accumulation, protection, insurance, generational transfers.  I'm not much of a salesperson, I educate you… Read more »
Area serviced: Halifax, NS
9024025477
I started my investment career in 1982 working with Investors Group. In 2014, and with over 30 years of wealth management experience, my desire to provide unbiased advice for my clients; coupled with the opportunity to develop an enhanced and healthier… Read more »
Area serviced: Thunder Bay, ON; Vancouver, BC
8074754900
Area serviced: Burlington, ON; Oakville, ON; Mississauga, ON; Milton, ON
416.616.6100
I am a salaried Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning.  As a provider of both a well rounded full financial plan or using a modular approach,… Read more »
Area serviced: Brandon, MB
2049011210

I've been a Financial Advisor working with Canadian Incorporated Professionals and Business Families since 2009. 
I walk clients and their families through 3 seasons of finance : Accumulation, Protection and Succession. 
Read more »
Area serviced: Delta, BC; Vancouver, BC; Calgary, AB
6046033103
We are a 45 personal accounting firm servicing small business, agriculture and service industries. We provide assurance, tax, estate and financial planning services to our clients. I have been in public accounting since 1990, articled with Ernst &… Read more »
Area serviced: Tillsonburg, ON
519-842-4263

25 yrs | Women | Managing Life Changes | Family | Estates | Volunteering | TravelBeing a trusted financial advisor isn't my job -- it's my passion.  I earned my CFP® designation in 2006 and I aim to educate individuals and families on securing… Read more »
Area serviced: Sault Ste. Marie, ON; Wawa, ON; Sault Ste Maire and surrounding Areas, ON
7052537799