Find a CEA

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.  I first became interested in this area after helping my mother through her journey in settling my father’s estate.  She had so many questions and was receiving conflicting advice and incorrect information from her financial service providers.  Who knew there were ways of filing his taxes to multiply his basic exemption?...or specific planning opportunities to restructure her finances to eliminate the Old Age Security Claw-back she now faces? Knowledge is power and the practical estate administration advice a Certified Executor Advisor can provide is second to none in the industry.  I have walked this journey along side my mom and know what you are facing and would be pleased to help.

Tax Accountant for over 40 years.  Financial Advisor for 20+ years.

Provide German taxation services for pensioners living in Canada.  Fluent in English and German languages.

As a Wealth Advisor, it is my responsibility to guide existing and prospective TD customers through the process of transitioning to the world of TD Wealth (a place where specialists work to help simplify - and add value to - the lives of high net worth individuals and families).

I do not manage wealth or investments. Instead, I meet with clients to learn about their values, priorities and goals and then find the appropriate TD specialist to bring into the conversation. TD Wealth has a great team of industry professionals that I regularly turn to in order to provide what I believe to be world class services and advice to my customers.

Financial Advisor for 22 years.  Completed CPCA and EPC . Small business Group and Health Plans. Set up of Group investment plans.  Working with families to improve cash flows.

As an independent agent, I believe that I serve my clients best by having access to most of the major life insurance companies in Canada. By dealing with a wide range of companies, I can help my clients choose the right solution to their life insurance and living benefit needs.

I provide group employee benefits to individuals and small businesses.

I am also a licensed mutual fund representative through Investia (a member of the Industrial Alliance Group).

I maintain a CLU (Chartered Life Underwriter) designation as well as CH.F.C (Chartered Financial Consultant) and CEA (Certified Executor Advisor) designations.

Mount Logan Wealth & Estate Counsel Inc. employs Wealth Managers who take the net worth approach to facilitate client needs.  Our managers do not sell any products and are only concerned with providing unbiased counsel to high net worth households.  We sit on the same table as our clients!