Find a CEA

Agent for co-operators insurance - sell P&C products as well as life and seg funds. Also a member of CFIS and licensed to sell mutual funds. 

I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors.  I have been working with my clients since 1992 to provide investment advice that helps them realize their goals and create lasting legacies.

Rob has been a senior advisor with Barnett Wealth Management Inc. since 1996. Previous to this, Rob attended Brock University and graduated with a Bachelor’s degree in Business and Economics which set an ideal foundation for his work as a financial planner. Attention to detail, accuracy under pressure and conservative behavior in complex situations are hallmarks of his current popularity with clients in the practice. He is capably supported by a team of administration, technical and underwriting specialists whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships with the expanding client base.

I have been a licensed funeral director for over 40 years. I'm also a Certified Financial Planner, Certified Grief Coach, Death Doula and a founding member of Executor Advocacy Canada. 

My book/message stresses the benefits of being prepared. I firmly believe that aside from leaving loved ones with financial security, leaving our final affairs in order is the ultimate gift of love.

Although my message is not new, it is certainly resonating. Since publishing my book, I have been strategically reaching out to other allied professionals. I've surpassed 16,000 connections on LinkedIn as a result. Some of the content I've created within this theme has gone viral.

This does not come from a place of clinical distance, but from a genuine desire to help others avoid the pitfalls I've witnessed over my career. I thought I'd seen it all, but a large brain tumour diagnosis just after publishing proved me wrong. Dead wrong.

Pattie Lovett-Reid puts it exactly right: "Greg’s message is not about fear...It’s about real-life stories, humour and straightforward advice."

Our society needs a paradigm shift, and I'm trying hard to help others lean into estate planning while minds are clear and with appropriate advice.

This is where Certified Executor Advisors shine.

With over 30 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.  I hold a Bachelor of Commerce and Economics degree from the University of Toronto.  My commitment to continuous education has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council. 

I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Working with people for the last 27 years, I understand the importance of planning!  Both my parents lived into their 90's.  My Dad had lymphoma and ended up living with us in the last days of his life.  My mother had Alzheimer's and had to be put into a nursing home.

It is my passion to help people with their estate, to pass it down exactly as they wish and as tax efficient as possible.   

My extensive business experience serves me well for the challenges facing today's executors.  I have worked in accounting, negotiation, real estate financing, property management, and real estate dispersal.

My skills, certifications, and licensing include: 

Certified Executor Advisor (CEA)

Personal Fiduciary Certification (PFSI)

Commissioner of Oaths for the Province of Alberta

Canadian Securities Course
(CSC)

Partners, Directors, and Senior Officers Course (PDO)

ASC registrant in the Exempt
Market category as Exempt Market Dealer (EMD) and Compliance (CCO)

RECA licensed Mortgage
Associate and Mortgage Broker, including proficiency in land titles and property registration

Accounting, tax, payroll, and financial statement preparation, including QuickBooks and Excel

Business administration and HR management

Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 8 Wealth Advisors, 16 Private Bankers and a amazing team of 4 Private Trust  officers.  We cover from Hwy 27 to Oshawa and Finch to Hwy 9 of the Greater Toronto Area. I am a CFP, RRC, CIFP and CEA.

Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation). He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.

A Paralegal for 30 years.  I now also teach Paralegals at the University and College level who are working towards their Diplomas.  

A Certified Legal Coach who is able to assist unrepresented parties in their access to justice pursuits.