Find a CEA

Believing in the guiding principle of collaboration, we have built a team of compassionate, knowledgeable and experienced business experts and financial specialists. Together with other outside collaborative partners, the team’s singular purpose is to find and deliver creative solutions to help Canadian incorporated business owners and their families to Live Well and Retire Better.

Mark Sampson CFP, CHS, CLU, CEA

I'm Serenial Life FR for almost more than 3 years now, but I have been in the industry for almost 2 decades.

My passion is to assist anyone to attain to goal of creating wealth & protecting their love ones. 

Likewise, I believe that education plays a vital role in a family and as a nation . I have helped lots of your generation reach their academic goals by providing RESP & other tools that create funds for their education.

As a family financial expert, I am passionate about helping families and business owners answer the tough questions and ensure they have the resources they need to retire comfortably. My diverse experience and education, including blended family dynamics, sets me apart when helping families develop comprehensive strategies that address retirement, education, estate planning and business succession needs. I strive to help clients protect what they have worked hard for and make sure their legacy can be passed efficiently to their loved ones.

Business owners and professionals alike appreciate his extra effort that goes into every detail of creating strategies to meet their long- and short-term financial goals. Partnering with families throughout their lives, I focus on what matters most to get you where you need to be!

A devoted husband, proud father (and stepfather) of three wonderful children, I am passionate about making the most of family time. In my free time, I like to take full advantage of the beautiful outdoors by trail running and undertaking Ultra Marathons. Camping, skiing, snowshoeing, hiking and archery with friends and family are also top of the list. When at home my hobbies include playing chess, solving puzzles - all accompanied by some classic dad jokes!

I am an experienced financial advisor with extensive knowledge in the area and a drive to succeed. I have been working in the industry for 14 years; switching careers from electrical commissioning and startup specialist. My passion for highly technical and analytical work drew me to finance, and in 2009 I began my journey as a life insurance advisor. I earned my mutual fund license in 2011 and moved to Edward Jones where I became securities licensed in 2012. In 2014 I went even further, earning my CIM® (Chartered Investment Manager) designation, followed by achieving the CFP® designation in 2017, the gold standard of financial planning in Canada. Most recently in 2020, I expanded my expertise even further by obtaining the CLU® (Chartered Life Underwrite designation. With these credentials, core values of hard work, attention to detail and accountability, I strive to to exceed clients' expectations.

As a true specialized Bond Professional at Ai Insurance, Dustin SanVido works with clients across Canada and internationally to facilitate all types of bonding needs for companies and individuals in the commercial and private sector, including Estate, Contract, Transportation/Customs, and Finance. 

Utilizing a network of close market partnerships, his Dept. is often able to find clients the best and most affordable bonding even for businesses and clients that think outside the traditional surety box.

Dustin's expertise lies in navigating the surety world of estate instruments for both his Lawyer affiliates and Executor/Administrator/Guardianship clients. His knowledge of surety bond products in the Estate (Fiduciary) class are second to none - Dustin should be the first person contacted when the need for an esate bond arises.

Dustin holds a Registered Insurance Broker of Ontario (RIBO) and Canadian Accredeted Insurance Broker (CAIB) license and designation, respectively, and is in final steps to achieve his Associateship in Canadian Surety Bonding (ACSB) professional designation through the Surety Association of Canada (SAC).

https://sarkarfinancialconsulting.ca/

I am an Investment advisor, hold multiple licenses: Investments, Insurance, Mortgage. My mutual fund and insurance licenses are sponsored through Carte Financial Group. My mortgage license is sponsored by RateShop Inc. 

I am an investment advisor with 25 years experience through Investia Financial Services, providing mutual funds and life insurance products and advice to meet the personal needs for individuals and families before and into retirement. I have completed my RPA, and EPC designations and am always looking for additional ways to add to my education so I may better serve my clients whether they are in their working and accumulation years or later in their retirement, deaccumulation and estate planning years. 

As a CPA with extensive experience in financial planning, cost management, and strategic analysis, I support clients in making informed financial decisions. My services include budgeting, forecasting, variance analysis, and financial reporting, with a focus on clarity and actionable insights.

I bring a unique blend of advanced data analysis skills and financial expertise, ensuring that clients receive precise guidance tailored to their goals. As a Certified Executor Advisor, I also assist executors in managing estate finances effectively, providing peace of mind through thorough analysis and ethical stewardship.

Kathy Sauerborn is the VP Retail Banking for Access Credit Union.  Access Credit Union is a strong Credit Union with over $10 billion in assets and serving 51  communities in the Province of Manitoba.  Access Credit Union offers a multitude or products and services including personal financial planning, will and estate planning, investment and retirement planning and all lending products.  Kathy leads all member facing branch staff in deposits, retail lending as well as the Wealth Management arm.  She has enjoyed over 30 years experience in the financial services industry directly related to coaching, team building, leadership, customer service, strategic planning and personal financial planning.  Her passion is leading and dealing with people and finding solutions in order to meet their financial goals.  Kathy also is on the Senior Management Team for Access Credit Union and is involved in the direction of the Credit Union in this quickly changing landscape.  Kathy values education and is always actively learning in order to stay current.  Her most recent accomplishment was obtaining her Masters in Business Administration MBA, Chartered Management Degree and various other courses directly related to Finance, Wealth and leading people.   

Phil is the President of Sawyer & Associates Financial Services Ltd. He began his career in the financial industry in 1983, right after graduating from University with a degree in Economics and began what would become a very successful career as one of the top sales associates with Sun Life Financial in Canada. In 1996, Phil earned the Certified Financial Planner (CFP) designation and has continued to guide his clients through retirement and estate planning issues including assisting executors with navigating the complicated financial, legal and taxation issues they may encounter.  Phil is associated with the mutual fund dealership, Investment Planning Counsel (IPC); this relationship allows him to represent almost every Mutual Fund in Canada and a number of banking relationships.  

Phil is very active in the financial industry and is a member of the National Advisory Board with Investment Planning Counsel.  He has been happily married to his wife Lise for over 30 years, and they have two children, Cathy and Karen. Phil and his wife enjoy travelling, golf and boating on Georgian Bay on their boat named "Current Sea".

Check out our website for more information:  www.sawyerandassociates.ca

Jordan is a financial advisor and licensed mutual funds dealer with a background in life insurance She is currently working as a financial advisor and mutual funds representative at one of the largest federal credit unions in Canada. Areas of business include investments, lending, accounts maintenance and estates.