Find a CEA

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.

Raj Pandher CPA Inc. is a boutique CPA firm based in British Columbia (BC) that specializes in following services: 

• US Canada Cross Border Tax Returns 
• Non-Resident Tax Returns
• Services for Professionals such as Lawyers, Realtors, Dentists, Physicians, Pharmacists, Optometrists and Veterinarians
• Corporate Tax Returns & Financial Statementsk 
• Bookkeeping & Personal Tax Returns
  
• Trust & Estate Planning 

David Pankiewich, CPA, CA, CEA  works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.  As an accountant with over 25 years experience assisting clients in a variety of industries and income levels, he seeks to understand the goals and objectives of each client and provides thoughtful advice, in a team approach.  David has completed both the Canadian Institute of Chartered Professional Accountants Indepth Tax Program and the Advanced Tax Program for Owner Manager Businesses and is knowledgeable in the planning areas of wills, trusts, estates, business succession, and insurance.  He is a member of both the Canadian and Ontario Institutes of Chartered Professional Accountants and a member of the Canadian Tax Foundation.  He also volunteers as an Area Leader for the Chartered Professional Accountants of Canada Community Connect Program, to coordinate and provide the "Financial Decisions Matter" series of seminars to improve financial literacy in the community.