Find a CEA

I have been in the financial industry for over 30 years in various roles from service, management and now as an Advisor with Empire Life.  I am very customer-centric with a strong focus on service and communication.

My clients will always be treated with respect and have full transparency and confidentiality in all aspects of working with me.

I am a CPA, CA, TEP with over 35 years experience assisting clients with tax and estate planning and financial matters.  

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Our mission is to be a sought-after partner, key resource and essential stakeholder at the decision-making table for family-operated businesses in providing the design and structure of legally sound, tax efficient, community-centric, financially healthy practises.

Cadence Final Document Services provides software to automate estate settlement tasks and advisory services to assist families and executors with the various administrative tasks after a death. 

We believe that grief is hard enough. We are dedicated to making estate settlement simple. 

Call us today to get started. 

306-500-9625 or toll-free at 1-800-500-2135

Pius is a lawyer with more than a decade of experience in multiple jurisdictions. In the course of his career he has assisted clients on a wide range of legal matters but he specializes
in estate planning and estate administration. When he is not at work he enjoys walking, cycling, hiking and swimming.

A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers.  That responsibility extends to the beneficiaries of their life long work.  For both them and their families, having someone at their right hand with a personal, comprehensive and confidential connection to all of their financial affairs, can be the best gift of all.  What needs to be done, by whom, and when.  And the best time to arrange all of that, is now.

I have worked as a Financial Security Advisor since 1997 and owner of Money Advisors since 2005.  I have my EPC and CFP designations and recently completed my CEA. I am passionate about serving my clients and helping them along their financial journey through life so they can fulfill their true potential.

I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships while utilizing a Holistic Planning model which helps people accumulate, grow, and preserve their wealth.  As an independent adviser my solutions are unbiased. I use a wide range of products and services that are specifically suitable to my clients situation. 

Rosie Owens, CFP, TEP, CEA

Director, Financial Services 

Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered products, estate and taxation. 

Private wealth management, estate and financial planning.