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 was intrigued by death from an early age. My childhood neighbour, the renowned Dr. Dorothy Ley (a pioneer of the hospice movement), was a considerable influence on me as a young adult. Shortly thereafter, at the age of twenty-one (1985), I became a licensed funeral director.
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Since then, I have worked for large and small funeral homes, also as an examination proctor for a funeral industry regulator, and have arranged hundreds of at need, as well as pre-need funerals. I've helped funeral homes build better relationships with financial advisors and lawyers. I have worked as a life insurance specialist and taught financial advisors across Canada about the funeral industry to help them be a greater resource to their aging clients.

Having obtained the Certificate in Estate & Trust Administration with STEP Canada and worked as a supervisor at one of the largest mortuaries in the country, I have grown increasingly compelled to share my insights. I have witnessed what most people have not, and I have an important message.

I took the advice of a Dragon and recruited over 25 people from my target market to provide feedback as I created a compelling book stressing the importance of having one's final affairs in order. The result is a pretty solid book which has been on my publisher's Best-Seller List twice now.

I stress that the planning process helps reduce the stress of aging and leaves survivors more financially/emotionally resilient and more likely to get along. More meaningful legacies naturally result, social capital increases and the judicial system is relieved from dealing with so many unorganized estates. Ultimately, this helps the economy. 

Can it get any better? Yes. Confronting the reality of death helps us to live more fully. 

I'm surprised there is not some political push behind this significant message. All these estate planning benefits have existed for decades.

Check out my book while there is still time.

'Do Not Ignore Your Mortality - Practical Advice From A Funeral & Financial Insider'

https://www.donotignoreyourmortality.com/

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.