Find a CEA

I am a Founder of ZLC Financial Group in Vancouver. I have been in the life insurance business for 48 years! Our firm offers a full range of financial services. I am a Chartered Life Underwriter. I have many elder clients, many looking for estate planning advise. This course fits in very well with the ages of many of my clients.

45 years as a Licensed Insurance and financial services.  I have services clients with estate matters for many years.  I do Family and Estate Mediation as well as Senior Elder Planning.  Mediator and Arbitrator, CDFA, EPC and mutual funds sales.  Specialize in Estate Planning and family mediation.

I have been in the business since 1982, starting out with one of Canada’s largest Financial Planning companies. This holistic approach lead to obtaining the my CFP designation in 1987.

My practice today is made up of myself and oldest son Matthew, along with associates Debbie McCallum and Gina Robbins. Together we run our Lane Wealth Advisory Group under the TD Wealth, Private Investment  Advice channel.  We offer the full suite of investment products but our focus is taking that holistic view of ones situation with an emphasis on tax and estate planning.

Matt is active in our local sailing community and a member of the Sarnia Yacht Club’s board.  I am active in golf and curling and have been a board member of the Sarnia St. Joseph’s Hospice for the last 5 years.

I have recently acquired my CEA designation and as a Certified Financial Planner I will take the time to
understand your current situation, help you identify your future needs and I will work with you to customize a plan to help you meet them.  I am now better able to assist my clients with the many questions that arise if they are required to carry out the responsibilities as an Executor/Executrix.  I am also able to sit down with clients and their families to help them implement Estate Planning. Through hard work and persistence I am driven to provide strategies to assist my clients in developing a sound financial plan to help them make informed choices when faced with life’s inevitable changes. 

I can help you plan to live the life you want with the
resources you already have.  Whatever your needs, working with a CFP professional is a crucial step in helping you ensure your current and future financial well-being.

Being born and raised in Northwestern Ontario I understand
the challenges that people face living in a small rural community.  Having had 25 years of experience in the financial services industry provides me with even more opportunities to assist my clients with every aspect of their
financial planning.

I am a Life Insurance Broker working at Good Redden Klosler Wealth Management, a division of Good Redden Klosler LLP Accounting Firm. 

We specialize in Financial Planning and the integration of Accounting, Advisory and Wealth Management Services. 

I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.

I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.

My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.

In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.

In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.

In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.

In 2016, I completed the Canadian Securities Course with honours.

In July 2022, I completed a designation in investment management and was granted the Chartered Investment Manager® designation.

Manion & Associates as been providing award-winning full-service financial planning for over 20 years! Serving the communities of Maple Ridge, Pitt Meadows in person and clients throughout western Canada. Providing comprehensive financial planning, including Retirement Planning, Portfolio Planning, Tax Planning, Cash Flow Management, Estate Planning, Insurance and Extended Benefits. We believe independence is critically important and take pride in being completely independent.

CFP®, FCSI, FCUIC, RIS

Since 2003, we have dedicated ourselves to helping business
of all kinds elevate the quality of their service to their age 50+ clients and customers.  We
do this by translating current research about aging into best practices for
businesses, professionals, and communities in order to transform the customer experience, community engagement and ultimately,  their own business
success.

Thousands of professionals have completed our training programs and enjoy distinction in their communities and increased business revenues.  We currently offer the Certified Professional Consultant on Aging (CPCA) designation to professionals as well as Membership in the Age-Friendly Business Alliance.