Find a CEA

I have been a General Agent with the Knights of Columbus for the past eleven years. I manage a Team of seven Life Insurance Agents serving exclusively the families of the members of the Knights of Columbus members in British Columbia and the Yukon.

We are a Fraternal Benefit Society in existence since 1882 offering our services to members in the USA and Canada,

I hold the EPC, CPCA and CLU designations.

Hello/Bonjour:

I have been in the Financial Security Business since 1994 and enjoyed the interactions with my clients and prospects helping them plan and make smarter decisions about their money.

Being bilingual (French and English) has provided me with insights and perspectives that are unique.

As I am approaching my next major transitions in life, the CEA designation is a natural progression to continue helping clients and prospects alike.

Sincerely,

Jean-Marc Leger, EPC (Elder Planning Counselor)

I am a Financial Security Advisor
living in the Ottawa region. Since 2008, I was fortunate to help many families
and business protect their assets, estates, and income.  In
2019 I completed the Canadian Initiative for Elder Planning Studies (EPC) &
in 2022 the Canadian Institute of Certified Executor Advisors (CEA).  These Designations provide me with a much better comprehension of issues that may arise for Elders & Executors.

As a family man with three beautiful
& healthy children living in the suburbs, I can especially relate to young
families. I understand that the cost of living, mortgage payments, daycare and
many other expenditures can greatly affect the financial plan. This is where I
come in; by preparing a family needs analysis, I can provide options and advice
to meet your current and future needs all within a set budget.

Benefits of working with a financial
security advisor:  choice, trust, and
peace of mind.

David is the Founding Partner & CEO of Rockmoor Wealth Management. Rockmoor Wealth Management specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities Institute (FCSI)®, a Personal Financial Planner (PFP)® and a Certified Executor Advisor (CEA)®. David is also an active member with the Independent Financial Brokers of Canada (IFB) and the Million Dollar Round Table (MDRT).

David's educational background includes attending Ivy League Institution, Cornell University, in upstate New York. While at Cornell, David majored in Applied Economics and Management, maintained a 3.9 GPA, was a member of the National Society of Collegiate Scholars and was an Academic and Athletic All-American.

Before entering the financial industry, David played as a professional goaltender for 12 seasons. His last NHL stop was with the NY Rangers in the 2014 Stanley Cup Finals. Other NHL teams that David played for include the Phoenix Coyotes, Anaheim Ducks and Columbus Jackets.

In his spare time, David is a volunteer firefighter (Deputy Chief) and certified First Responder with the East Wellington Fire Department. David currently lives in Nanaimo, BC, with his wife, April, and their 4 children.

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Experienced CPA, CA, assisting clients build wealth as a tax and estate planner.

Bergeron & Co. Chartered Professional Accountant is a bilingual accounting firm who's mission is to provide excellent bilingual accounting services & products to small and medium-sized businesses, not-for-profit organizations and individuals through a competent and efficient team.

I am a Chartered Professional Accountant focusing on not-for-profit auditing, personal, corporate and trust tax preparation and consulting. Being bilingual allows me to offer these services in both French and English.

I have been practicing in the Wills and Estates areas of law for over 20 years.  I have recently opened my own boutique style law firm to focus on areas of wills, estates and trust planning for corporations and high net worth individuals.  My practice is unique in that I have persons in house that hold varying designations including certified financial planning and life licenses.  I am comfortable handling related areas of law including general corporate law, real estate conveyancing, domestic contracts and estate administrations.  

I have been involved in the Financial Industry since 1982 and thoroughly enjoy assisting with the individuals and families with their financial plans.  Currently, I hold the life license and am working towards the financial planner's designation.  I have been preparing income taxes since 1960 and there are many questions that I do not have answers to concerning final returns and estates.  This designation will help.  I am with Spectre Financial in Windsor providing insurance and investment needs for clients helping them make their financial worlds a little more secure.

Paul is a Certified Financial Planner professional with over 30 years experience in Wealth Management, Insurance, Tax & Estate Planning. with the following designations: CFP, RHU, CHS, BBA and CEA.

Paul is a member of ADVOCIS / Financial Advisors Association of Canada, FP Canada, and Halifax Estate Planning Council.

His practice takes a comprehensive approach covering areas of Retirement Planning, Portfolio Management, Tax minimization strategies for both families and business owners. 

Paul's firm also provides insurance solutions, such as:  include: Life, Disability & Critical Illness protection, as well as Employee Group Heath & Pension Benefits.