Find a CEA

I work on a dedicated legal team at Wyper Law. We help many clients with estate planning, applications for a grant of probate, and applications for estate administration. I've been in this field of work for several years and really enjoy being able to support people through what can often be a challenging process and difficult times. Our goal is to make the process as smooth and stress-free as possible, offering clear guidance and a friendly, understanding approach. 

My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children, my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I understand a client's goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.

I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.

From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a financial advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.

Locally owned boutique full service financial planning firm in the Annapolis Valley.  

Retirement Planning 

Estate Planning

Complete Financial Planning Process

Investments

Insurance

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation.  At Caledon Hills Private Wealth, we pride ourselves on our client service record and genuinely helping clients achieve their financial goals.

Victory Advantage Wealth & Asset Management Inc. is a dedicated financial services firm offering personalized expertise in estate planning, retirement planning, business incorporation, financial planning, and tax planning. With a focus on empowering individuals, families, and business owners, they guide clients through critical financial milestones using a collaborative and client-centered approach.

Our business, in conjunction with our partners, offers:

-Estate Planning

- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals

-Tax Efficient Retirement Planning 

-In depth Financial Planning

-Insurance (Life, Disability, Critical Illness, and  Group Benefits)

I have been a licensed funeral director for 30 years, working in the funeral industry for 32 years literally across the Province of Ontario. I began my career in Rainy River, almost 20 years in Thunder Bay, 4 years in Toronto and now the past 6 years in Ottawa, with Cole Funeral Services.  

I have served on the Board of Funeral Services Education Advisory Committee with the creation of our new legislation. I was also honoured to serve on the Executive with the Ontario Funeral Service Association for two years. 

I feel that having the ability to assist families with all aspects of the funeral arrangements, whether it be in advance of the death, at the time of the death or with the aftercare program is a huge asset to the families we serve.

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