Find a CEA

 I work with individuals, families, and business owners.  The clients’ needs, goals and financial well being are always first and foremost. This helps attain my clients’ best interests by creating a financial security plan to meet their changing needs throughout their lifetime.  Their financial security plan will be tailored to their needs, risk tolerance and the goals my clients would want to achieve.

Building long term relationships based on trust, integrity and transparency, which I feel is integral in ensuring the success of my clients’ goals and dreams.

I have volunteered for over four years with Junior Achievement Central Ontario, an organization that believes in the power of education to positively impact the future of students and youth in our community through practical, hands on learning in the field of financial literacy at schools, colleges and universities.

Matthew Lewis, CEA

Licensed Funeral Pre-Planner & Cemetery Sales Representative | Funeral Director’s Assistant

I am a Certified Executor Advisor (CEA) with a practical, hands-on background in funeral home operations, pre-need planning, and cemetery services. My work in a family-owned funeral home — combined with my MBBA training in bereavement-sector management — gives me a well-rounded understanding of both the care-focused and administrative sides of the profession. This blend allows me to guide executors and families through complex decisions with clarity, calm, and confidence.

In my day-to-day role, I support at-need and pre-need families, assist with documentation and coordination, and help ensure seamless preparation, transfer, and service workflows. These experiences give me a front-line perspective on the challenges executors face, the timelines they must meet, and the information they often lack.

As a CEA, I focus on:

• Helping executors understand their responsibilities, documents, and deadlines


• Streamlining communication between funeral homes, cemeteries, insurers, lawyers, and financial professionals


• Offering clear, empathetic guidance during periods of stress and uncertainty


• Ensuring practical, compliant, and family-centered solutions

My goal is to serve as a steady, knowledgeable resource — bridging the space between professional advice and real-world support — so executors can fulfill their duties with confidence rather than overwhelm.

Rebecca Li is a Financial Planner and Registered Retirement Consultant (RRC®) serving individuals, families, and business owners with disciplined, strategy driven financial guidance. Her practice focuses on long-term wealth planning, integrated retirement strategies, tax minimization and insurance based risk management.

With a structured approach, Rebecca works with clients to clarify financial priorities, organize assets, and translate goals into executable plans. She emphasizes tax efficiency, sustainable retirement income, and intergenerational wealth transfer. Rebecca’s advisory process is transparent, values driven, and built on measurable outcomes rather than short term speculation.

Her business is built on ongoing relationships. Clients receive customized financial roadmaps, consistent review meetings, and proactive strategy adjustments as life circumstances change. Rebecca collaborates closely with accountants, legal professionals, and private banking partners to ensure plans are fully coordinated.

Rebecca’s mission is to help clients make confident financial decisions, protect their families, and create long-term security with clarity and purpose.

Samuel Li started his financial advisory practice in 2005, assisting Canadians in growing their long-term wealth while protecting their assets.

One area he specializes in is servicing families with disabilities.

Financial transitioning

Structured settlements

Wealth Planning and Family Services

I am a life insurance broker, I would like to learn more about taxation, estate planning.

Irene Lis, founder
of Your Life
Commemorated Inc.™,
is a licensed Funeral Director with an MBA and a Certified Human Resources
Leader (CHRL) designation.  Irene enjoys
working as both a personal funeral planning consultant and as a Human Resources
consultant and.  While two seemingly
different roles, both require a passion for making a difference in clients’
lives.

While pursuing her funeral director license,
Irene came to appreciate how so few people understand the “funeral” options
available to us all and the enormous opportunity that we each have to own and
design a commemorative funeral event that truly reflects us as individuals. Your Life Commemorated Inc.™ is an independent Personal Funeral Pre-Planning
Advisory Services Firm whose
“raison d’être” is to educate and promote the personal ownership and
creation of meaningful funeral plans that truly commemorate the unique life of
each individual. 

Taking
the time to ensure our plans fully represent how we want our life commemorated
- to reflect our
personal values, interests, experiences, special qualities, passions, hobbies,
cherished memories – is a great gift that we provide loved ones ensuring a legacy that they will remember
forever and will help them grieve in a positive way and with peace of mind.

We plan for all of the important events in
our life such as birthdays, graduations, religious celebrations, anniversaries,
weddings, retirements.  Why should the final important event of our
life - our “funeral” - be any different?

As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple: take care of others and they will take care of you. Be a trusted counsel and source of value information and insight. The rest takes care of itself.