Find a CEA

We are a professional financial advisory firm specializing in retirement and estate planning.

We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent, objective planning firm, we have the ability to provide our clients with the advice and financial solutions most suited to their individual needs.

As a Certified Financial Planning Professional, a Chartered Life Underwriter and Certified Health Specialist, I am committed to life-long learning and the ongoing professional development needed to meet the changing needs of my clients.

We are regularly involved in assisting clients who have lost a loved one and are overwhelmed with the duties and responsibilities they face as an executor or executrix. The changing landscape within the estate administration process for people in Ontario has created newer and greater challenges than ever before and I have made the commitment to become a Certified Estate Advisor in or to be of even greater assistance to my clients.

Ken Park owned & managed a financial planning, estate & risk management franchise for over a decade before joining the clergy as pastor. Technically minded, he enjoy the efficiencies of a well managed and executed plan that ultimately enhances donor intent & family harmony.  He currently serves as Executive Director at Link Charity, linking donors to charities to beneficiaries.   

Adding value is what we do for our clients. Your life is not a one size fits all and your financial and investment strategies should reflect your unique situation. Our practice is here to help you navigate your specific needs and goals. Once we have identified and prioritized your goals, we'll work together to create a tailored personalized strategy to help you achieve them, and we'll revisit your strategy regularly to help make sure that you stay on track through all life's ups and downs.

Business owners and Executors need a professional who will work collaboratively with their accountants, lawyers and consultants to create a seamless and holistic financial strategy. This collaborative approach enables us to deal with complex situations such as wealth transfers and asset consolidation, as well as trusts and estates.

I completed my Bachelor of Sciences Degree and also have my Certified Exit Planning Advisor (CEPA®) and Certified Executor Advisor designations (CEA®). I am registered with the Investment Industry Regulatory Organization of Canada (IIROC®) and the Alberta Insurance Council (aic®). My experience in financial services, combined with the knowledge and support of my branch office administrator, allows us to to work well with professionals and business owners who are preparing for retirement or may have more complex needs such as estate planning or tax-efficient wealth transfer strategies to loved ones. But we're not alone. Thousands of professionals in our home office support us every day to help ensure you receive the most current and comprehensive investment guidance.

Parr Business Law Corporate and Estate Planning Lawyers work with owner-managed businesses throughout the entire lifecycle of their business.

We assist with incorporation, partnership and shareholders' agreements, all manner of business agreements, buying and selling of businesses, and succession planning. We assist with a broad range of estate planning matters, including wills, corporate wills, representation agreements, power of attorneys and all manner of trusts, including family trusts, joint partner and alter ego trusts. 

I use a comprehensive holistic approach, developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique objectives . Once you have set your goals and have your “financial roadmap” in place, I then check in with you regularly to help you keep your plans on track.

Through twenty years in the industry, I have successfully guided my clients through some of the most challenging financial markets in decades, and supported them through crucial life events. My clients benefit from my high standard of care and expertise, through proactive planning and management.

With over 20 years in the financial services industry, I have been actively engaged in fostering strong client relationships while helping clients, and their families, achieve their personal financial goals.

My name is Paul Peios, I'm a CERTIFIED FINANCIAL PLANNER. I hold the Chartered Investment Manager (CIM®), Designated Financial Services Advisor (DFSA™) designation, Certified Executor (CEA®), and Certified Financial Planner, (CFP®) designations.

Our family is proud to be raising four beautiful daughters in Vaughan, a city just north of Toronto. Food is a passion of ours, we love expressing our culinary skills. I'm an aspiring grill master, enjoy golfing, espresso, winery/museum tours, and family adventures.

Professionally, I believe in taking a holistic approach to financial well-being, this considers family dynamics and the complexities of interdependent financial goals. Focusing on the person and their family is what we call human-centred complete wealth strategies.

I provide a personal approach to:
• Investments, RRSP, RRIF, TFSA, RESP, RDSP
• Trusts & corporate accounts
• Inheritance/succession strategies
• Insurance & protection planning
• Planning for & living in retirement
• Intergenerational, estate, & legacy considerations
• Individual Pension Plans (IPPs) & other business owner considerations

I am a lawyer practicing 20 years in general practice but with a strong focus on wills, estates, and estate administration.  My team and I obtain grants of probate and manage all aspects of  many estates every year.

My decision to become a financial advisor was shaped by both personal experience and a desire to serve families in a meaningful way. An unexpected life event early in my life reinforced the importance of preparing for the unforeseen. That experience continues to guide how I work with clients today — by listening carefully, understanding what matters most to them, and building thoughtful strategies designed to support their long-term goals.

Before joining Edward Jones, I spent seven years as an advisor with Sun Life Financial. I bring over a decade of experience in financial services to my practice. At Edward Jones, we focus on developing deep, long-term relationships and providing personalized strategies based on each client’s unique circumstances.

As a Financial Advisor and Financial Planner, I hold the CERTIFIED FINANCIAL PLANNER® certification, Certified Executor Advisor (CEA®), Elder Planning Counselor (EPC™), Chartered Professional Consultant on Aging (CPCA®), and Certified Divorce Specialist (CDS®) designations, which support the guidance I provide in areas such as:

Retirement income planning
Estate and legacy considerations
Intergenerational wealth transfer strategies
Divorce financial planning support
Aging and later-life planning
Tax-efficient investment strategies
Risk management and insurance planning

My goal is to explain complex financial concepts in a clear and straightforward manner so clients feel confident and informed when making decisions about their future.

I was born in Russia, raised in Germany, and moved to Canada in 2009. I proudly became a Canadian citizen in 2019 and now call this country home. I speak Russian and German and hold a Latin degree. Outside of the office, I enjoy spending time outdoors — hunting, fishing, hiking, and staying active. I believe maintaining your health is just as important as building and protecting your wealth.

Community involvement has always been important to me. I previously volunteered with the Rotary Club and serve on the local museum board. I currently also serve with the Denare Beach Volunteer Fire Department, supporting the safety and well-being of our community.
I believe financial strategies should be personalized — reflecting your values, priorities, and long-term objectives — rather than relying on a one-size-fits-all approach.