Find a CEA

Insurance subject matter expert providing ongoing wealth transfer advice on complex insurance strategies to Branches in Western Canada and their high-net-worth and ultra-high-net-worth clients.

Offering strategic insurance solutions for high-net-worth clients in a variety of planning areas including intergenerational wealth transfer, equalization of estate interests, philanthropic planning, corporate wealth transfer and domestic tax planning.

The role of Executor is often thought
of as a position of “honour".  Most
people who accept the role of Executor do so without fully comprehending what
will be required of them.  Being appointed as an Executor of a Will has a
great deal of responsibility.  It is a fiduciary duty and there is
considerable personal liability associated with it.  As a Certified Executor Advisor, my job is to
set the Executor up for success by providing them with a roadmap for their
future role, as well as, working with the Testator to make sure his/her wishes
are understood.  By working together, the
Executor has the direction and the information required to fulfill the final
wishes of the Testator and will significantly reduce the time and risk associated with performing these duties. 
No one wants their Executor to fail.  Working together and planning
ahead goes a long way in setting up the Executor to succeed.  That is best
way to ensure that this role is truly an "honour".

At Affinity Capital, we specialize in providing comprehensive financial planning services, as well as expert accounting and tax filing for individuals, families, and small business owners. Our mission is to simplify the complexities of finance and empower our clients with clarity, confidence, and control over their financial futures.

With a strong foundation in both financial planning and tax strategy, we bring a well-rounded approach to helping clients achieve their personal and business goals. Our services include:

• Holistic financial planning


• Investment and retirement planning


• Tax planning and preparation


• Business accounting and bookkeeping


• Cash flow and budgeting support


• Strategic advisory for entrepreneurs and incorporated professionals

Credentials

We are led by a team of Certified Financial Planners (CFPs) and experienced tax professionals who are passionate about helping clients make informed decisions.

What Makes Us Unique

What sets Affinity Capital apart is our ability to bridge the gap between long-term financial planning and detailed day-to-day financial management. We don’t just look at the numbers — we look at the whole picture. Our personalized approach ensures that each client receives tailored strategies that align with their values, goals, and lifestyle. Whether you’re building wealth, managing a business, or planning for retirement, we’re here to support every step.

Rick is a life insurance and living benefits specialist.  In 30 years of business - interesting stuff has happened with his client's businesses, their family members and their employees as they face the life's events.

As a Certified Executor Advisor, Rick is honoured to hold the hand of the person, that his client has appointed as their Executor.  Most people do not do the activities of an Executor on a daily basis and they are called to duty at a highly emotional time.

Rick takes a unique approach in his practice.  When there is harmony in the family prior to a loss, he wants that harmony to continue when the unexpected happens, by facilitating family and business discussions about the inevitable, well before the Executor needs to act.

Rick's personal and company motto is "Live Large Now" but take some time to make sure all of your ducks are in a row.

Your Senior’s Concierge is the go-to for all things around
your home that you no longer want to or are unable to manage solo. Our
mission? Assist our clients to replace overwhelm due to limited mobility,
digital hurdles and isolation with an experience
of increased sense of well-being, independence and trusted
connection.

Our approach? Simplicity. - ensure Each client’s
project completion exceeds their expectations, leaving them feeling supported. We
deliver the following exceptionally well:

· 
Home + Estate Clear Out– from decluttering to sell-ready and everything in
between

· 
Home Relocation – we manage every detail, item like it’s our own so you can relax

· 
Around -Your-House/Home Projects - orchestrate
solutions to keep life running smoothly.

“We
recognize that every task is connected to a lifetime of memories. Our role is
to listen with respect, guide with empathy, and keep stakeholders fully
informed so nothing feels rushed or overlooked. Our clients achieve their goals with confidence and peace
of mind.”

Lisa
Maragh, owner, Your Senior’s Concierge

I'm a Wills and Estates paralegal with more than 18 years of experience, and a Certified Executor Advisor on the team at WillWise, an Alberta law firm focused exclusively on wills, estates, and probate. I work alongside our principal lawyer, Megan Koper, JD, to guide executors and families through probate and estate administration, from the first phone call through to finalizing the estate. Most executors are stepping into the role for the first time, often during a period of grief, and my job is to make sure they don't have to navigate it alone.

As a CEA, I'm trained across the full scope of what executors actually face. That means not just the court application, but the practical realities of settling an estate. At WillWise, a Certified Executor Advisor is your main point of contact throughout the matter, so you always have someone who understands both the process and the pressure you're under.

What I help clients with:

• A complimentary initial call to understand the estate, including the will, the beneficiaries, the assets and debts, and any steps already taken
• Determining whether probate is required, and advising on the immediate first steps you need to take as executor
• Gathering the information needed to apply for a grant of probate or a grant of administration
• Preparing and submitting the application to the Surrogate Court on clients' behalf
• Keeping clients updated through the process and explaining your next steps once the grant is received
• Assisting with post-grant administration tasks upon request

Credentials & background:

• Certified Executor Advisor (CEA)
• 18+ years' experience as a paralegal across Wills and Estates, Corporate, and Real Estate law
• Bachelor of Arts, St. Francis Xavier University (Antigonish, Nova Scotia)
• Ongoing professional development through the Legal Education Society of Alberta, plus bookkeeping training

What's unique about working with us:

• No retainer and no upfront fees. WillWise typically invoices once the grant is received.
• Remote-first process. We act for executors in Edmonton, across Alberta, and out-of-province clients managing Alberta estates, and most matters are handled entirely from home.
• Transparent, published pricing. Clients receive a clear fee quote based on the estate's value before committing.
• A CEA as your guide. Formal executor-focused training paired with a supervising lawyer means you get both practical and legal support in one place.

Outside the office, I'm a busy parent of three and spend much of my free time at the rink and the dance studio.

Logan
Marchen is a Certified Financial Planner with IG Wealth Management who understands the unique challenges
and needs of people with disabilities and those that care about them. Our team
is dedicated to providing personalized, compassionate support to help you
navigate the complex financial landscape and create a secure and comfortable
future for you and your loved ones. With our expertise and support, you can
feel confident in your financial decision-making and focus on providing the
best possible care for your family. Let us help you take control of your
financial future and find peace of mind.