Find a CEA

I am a Real Estate Broker and I own the Burlington Branch of Davenport Realty.  We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington, I have just published my first book 'Selling your Inherited Home'.

My agents and I love working with Buyers and Sellers in our community, guiding them through the Real Estate process.  

My company, True North Executor Solutions is committed to providing trustees and executors with a comprehensive array of services created to assist in the management, valuation and security of property and any physical assets and documents included within an estate. We coordinate and supervise everything from the ongoing maintenance and security of property and possessions, to detailed inventories, appraisals, and when directed, the emptying and dispersement of contents as well as  any other tasks needed for the preparation of the property for sale. Trustees and executors can have confidence that the estate is in excellent hands with the highest standard of thoroughness, reliability, and efficiency.

As True North's president, I am committed to bringing real value to everything I do. I am motivated by my desire to honour the lives of testators and their legacies, while providing support to those who remain. My studies and understanding of grief and bereavement are an integral part of the support I provide as an extension of the services that trustees require in the course of their estate work and dealing with beneficiaries and families. In creating the business, I remain steadfast in my commitment to dealing with all parties involved in a meaningful way. I believe that how we deal with the life and death of a person should reflect that it is both a privilege and an opportunity to understand and connect with what it means to be human. This belief is driven by my intuitive empathy and an ongoing dedication to excellence and respect for those who are navigating the most challenging of circumstances.

Dana Mitchell is the Principal of Basis Wealth Inc.
and in her 16^th year in the wealth planning industry.

Basis Wealth Inc., located in Toronto Canada, creates
comprehensive financial plans for their clients that include insurance as well
as wealth accumulation planning. In addition to her Bachelor of Commerce, Dana
is a Certified Financial Planner and Chartered Life Underwriter. She is a proud
member of The Conference for Advanced Life Underwriting (CALU) and The Million Dollar Round Table.

Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter has a strong background in working with other estate planning professionals to find the best possible result for their clients. Peter is an organized and efficient client focused advisor who can help simplify the complicated. Peter has been appointed as the Regional Director for Atlantic Canada for the Certified Executor Advisor Network and is currently working on starting a Chapter(s)for CEAN so please contact Peter if you are interested at pmorrison@cean.ca or 902-449-4055.

I have 8 years in business as an advisor. I run a successful multi advisor corporation with 6 advisors and 3 assistants. I am also a Certified Divorce Financial Analyst.

Velma Noble brings a warm, compassionate, and hopeful therapeutic stance to her private counselling practice established in 2004. She employs a holistic approach (mind, body, and soul) that is equally balanced with a practical, strength-based approach. By forming safe therapeutic relationships with her clients, Velma helps facilitates a healing process that brings relief or resolution to distressing emotions or life situations.Primary areas of clinical focus include depression and anxiety, grief and loss, major life transitions, stress management, marital enrichment, divorce care, family communication, spiritual care, empowerment and assertiveness training. Velma also offers individual, couple, family counseling services as well as a number of unique group programs such as: phototherapy and CALM: a unique program for individuals recovering from marital separation.Velma has a Master of Arts degree in Pastoral Psychology and Counselling. She is a Canadian Certified Counsellor (CCC) through the Canadian Counselling and Psychotherapy Association. In addition, she is a Pastoral Psychotherapist (# 477AB11) with the Professional Association of Canadian Christian Counsellors. She completed a BA in Sociology and Economics from Acadia University, and Supportive Counselling diploma from Mount Royal University. Velma brings twenty years of experience as a financial advisor and life coach.

I graduated from École Technique et Professional (University St. Boniface) in 2002; I joined Talbot & Associates shortly after that.
In 2012, I obtained a bachelor of commerce degree from Laurentian University, and a Certified General Accountant (now Chartered Professional Accountant) designation later that year.

After obtaining my CGA designation, I became one of T&A’s partners, then also, St. Boniface Office Manager.

I provide accounting and tax services, as well as consulting services to personal and corporate clients. I also manage our Trusts and Estates tax department.

Edward C. Northwood is the resident U.S. attorney in the Toronto Office of the Firm and heads the private client group. He concentrates his practice in U.S. domestic and international tax matters involving estate planning, family business planning, charitable planned giving, trust and estate administration, and executive compensation. Mr. Northwood is a frequent lecturer and has presented papers relating to cross border planning issues for the Canadian Chapter of the Society of Trust and Estate Practitioners (“STEP”), the American College of Trust & Estate Counsel (“ACTEC”), the Canadian Bar Association (“CBA”), the American Law Institute – American Bar Association (“ALI-ABA”), the New York State Bar Association (“NYSBA”), and The Canadian Tax Foundation. He is a Fellow of ACTEC, a member of the Executive Council of The International Academy of Estate and Trust Law, a member of the Toronto Estate Planning Council, and a member of the Toronto branch of the STEP, where he serves on the Board of Directors. Mr. Northwood was named as the 2010 Volunteer of the Year of STEP Canada.Mr. Northwood received his J.D. degree, cum laude, from the Law School of the State University of New York at Buffalo, an MA degree from the State University of New York at Albany, and his undergraduate degree from Brown University.Mr. Northwood’s practice is limited to U.S. law.

Mark is president of the Canadian Institute of Certified Executor Advisors (and also of Strategic Edge Chartered Financial Consulting Inc, which provides integrated tax strategies for Canadians through their professional advisors). His career includes senior management positions with national wealth and insurance companies, where he developed innovative business strategies and provided training, marketing materials and case consultation to financial advisors across the country.

A graduate of Ashbury College in Ottawa and Western University in London, Mark is a Chartered Life Underwriter, Chartered Financial Consultant, registered Trust and Estates Practitioner and Certified Executor Advisor.  He is licensed to conduct business in every province and territory in Canada.

In addition to CICEA, he is a member of Advocis (the Financial Advisors Association of Canada), the Canadian Association of Gift Planners (CAGP), the Conference for Advanced Life Underwriting (CALU) and the Society of Trust and Estate Practitioners (STEP).  

Mark has given hundreds of seminars across Canada, to the public, professional associations, study groups, Canadian businesses, industry symposia and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.

Owner of Carmquin Property Appraisals in Nova Scotia.Carmel conducts appraisals of commercial, industrial, agricultural and residential properties. She is experienced in other functions in the appraisal of properties such as consultancy, research work, compiling comparable data banks for commercial and residential appraisals, market analysis, computer programming and data entry.Carmel has provided appraisals of large commercial office buildings, retail stores, industrial buildings, nursing homes, motels, hotels, and agricultural properties, as well as fish plants, commercial wharves and vacant land. She has also prepared Valuation Day valuations for capital gains tax, replacement costs and “actual cash value” for insurance purposes, appraisals for mortgage, financing for sales and refinancing, estate sales, assessment appeals, and settling of estates.
Carmel is a member of the Appraisal Institute of Canada, Ottawa and has testified before the Supreme Court of Canada as an expert witness.