Find a CEA

30 Years plus in the Life, Health Insurance Business, Mutual Fund Licensed, CHS and Financial Advisor working with Business Owners, Families in the construction, trades business whom own real estate looking for assistance on the Estate side has been more present in my practice then before. My goal is broaden my knowledge regarding this area to assist existing clients and work with professionals whom have and require my expertise. 

 Clients are always surprised at the simplicity of my
financial plans. It's been my experience, the real challenge lies in seeing the
big picture and analyzing all the working parts. By delivering an
approachable plan, I help my clients clarify the path to their goals.

I feel fortunate to do this work; I get to meet and help
people from all stages in their life. Helping people help themselves!

Patti Saliga , Financial Security Advisor

In the business of financial service for over a decade and immensely continue to enjoy the relationships created with individuals and families that I have crossed paths with along the journey.

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).