Find a CEA

Serving as Life and Living Benefits Director with iA Financial Group for over 7 years, I have gained extensive work experience in all
aspects of insurance planning.  My most recent role at iA Financial Group is Director of Sales for the Life Insurance division. The Life Director oversees the activities
of all divisions – Life, Living Benefits and Investments – for the accounts/MGAs that fall under my mandate. This position allows me to
take a more holistic approach to coaching and supporting my advisors and MGA partners. I meet with my top advisors on a monthly
basis to set personal goals with them. We discuss successes and failures that they have experienced and we work together to create
an action plan to persevere and move forward with an upward trajectory. My experience has shown me that I work best in results- driven environments and that I hold exceptional project management and organizational skills. I can work with my organization and
partners to manage timelines and regional budgets.
I have completed my CLU, CHS and CFP designations that have been a cornerstone to my credibility and expertise when working with
advisors. I often draw on my knowledge from these courses to help support my advisors in achieving their goals.

Estate Risk Protection Plan Inc. is the provider of Executor Error and Omissions Insurance for professionals and more importantly, for your clients under the brand ERAssure. Every executor needs the support of a CEA and the professional network to facilitate a smooth estate administration and they should be protected against the risk of personal liability and financial loss with ERAssure insurance now available through Advocis Broker Services.

Employed with Access Credit Union for 13+ years. We provide financial services to more than 200,000 members. With being the largest Credit Union in Manitoba the CEA program will assist in providing excellent extended service to our membership. My additional credentials include Accredited Financial Service Rep, Accredited Consumer Residential Mortgage Lender and Fellow of the Credit Union Institute (FUIC).

My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children, my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I understand a client's goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.

I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.

From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a financial advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.

Inside Sales Representative for an Asset Management Company Specializing in Mutual Funds, Hedge Funds and ETFs.

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation.  At Caledon Hills Private Wealth, we pride ourselves on our client service record and genuinely helping clients achieve their financial goals.

Our business, in conjunction with our partners, offers:

-Estate Planning

- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals

-Tax Efficient Retirement Planning 

-In depth Financial Planning

-Insurance (Life, Disability, Critical Illness, and  Group Benefits)

I have been a licensed funeral director for 30 years, working in the funeral industry for 32 years literally across the Province of Ontario. I began my career in Rainy River, almost 20 years in Thunder Bay, 4 years in Toronto and now the past 6 years in Ottawa, with Cole Funeral Services.  

I have served on the Board of Funeral Services Education Advisory Committee with the creation of our new legislation. I was also honoured to serve on the Executive with the Ontario Funeral Service Association for two years. 

I feel that having the ability to assist families with all aspects of the funeral arrangements, whether it be in advance of the death, at the time of the death or with the aftercare program is a huge asset to the families we serve.