Find a CEA

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Our mission is to be a sought-after partner, key resource and essential stakeholder at the decision-making table for family-operated businesses in providing the design and structure of legally sound, tax efficient, community-centric, financially healthy practises.

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. 

Getting Your Affairs In Order is a funeral pre-planning service, created to help people and their families prepare for end-of-life and ensure their final wishes are carried out. Services include will preparation, funeral arrangements, repatriation travel insurance, and final document service/executer assistance.

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. 

Sunrise Estate Services in Alberta is here to help lessen the stress that comes with personal loss. Let us handle the estate, while you focus on your family.

Sunrise Estate Services was launched In 2015 when Becky and Clare noticed that there was a void in our community that they could fill—compassionate estate services that take the time and care needed to preserve the value of your estate properly.

Estate clearance doesn’t have to be stressful or expensive. Whether it’s a sentimental keepsake or an entire estate for sale through online auctions, we strive to provide high-quality care for peace of mind and a brighter tomorrow. 

We are your family-first estate sale services. You focus on your family—we’ll do the rest.

From being a Community Peace Officer to a licensed auctioneer, Becky brings her decades of experience in engaging the public with compassion to your unique situation. Having dealt with the personal loss of her mother and other family members, Becky is motivated to provide assistance and assurance to those who have suffered a loss. To her, the business represents a chance for families everywhere to focus on their healing by sharing the burden of estate management.

Private wealth management, estate and financial planning.