Find a CEA

Search Filters

1530 Results Found

Christine Rousselle, CEA
P.App, CRA, CEA

Fitzroy Harbour, ON

Christine's career truly reflects a blend of professionalism and personal values. Her specialized focus on Estate appraisals, bolstered by her Certified Executor Advisor (CEA) designation, highlights her commitment to providing expert services in an… Read more »

Area serviced: Fitzroy Harbour, ON; Arnprior, ON; West Carleton, ON; White Lake, ON; Renfrew, ON; Mississippi Mills/ Almonte, ON; Carleton Place, ON

613-623-9260 x 244

Bob Rowe, CFP, CLU, CHS, CEA, RRC, CEA
Certified Financial Planner

London, ON Sarnia, ON London, ON

I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.
I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost… Read more »

Area serviced: London, ON; Sarnia, ON

519-490-0926
5194900926

Lynn Rowsell, CEA
Financial Services Officer

Ottawa, ON

Area serviced: Ottawa, ON

613-729-4312

Daniel Roy, CEA
Financial Planner

Nepean, ON

I'm a Financial Planner with over 30 years experience servicing clients all over Canada. I provide comprehensive financial planning advise with an emphasis on Pre-Retirement Planning. I'm also a Certified Retirement Coach to help clients with the non-financial… Read more »

Area serviced: Nepean, ON

613-440-2734

David Rubin, CEA
VP, Marketing & Business Development - Retired

Newmarket, ON

Area serviced: Newmarket, ON

4168826130

Chelsea Rushton, CEA
Ms.

Gabriola, BC

Area serviced: Gabriola, BC

5875005648

Aaron Ruston, CEA
President

Moose Jaw, SK

Area serviced: Moose Jaw, SK

3066915433

Ali (Amir) Sadr-Baygi, CEA
Mr.

Vaughan, ON

My Services:

1. Comprehensive Financial Planning
2. Retirement Planning
3. Wealth Creation, Wealth Preservation and Wealth Transfer to future generation
4. Children Education Savings plans, RESP
5. Income Replacement, Critical Illness and… Read more »

Area serviced: Vaughan, ON

416-999-4280

Karen Sage, CEA
CFP

Flamborough, ON

I am a Certified Financial Planner specializing in helping clients save and plan for their future to provide the chosen income and lifestyle for their retirement. Often times this includes planning and assisting in the passing of wealth to their next… Read more »

Area serviced: Flamborough, ON

905 690 5030

John Saikaley, CEA
Financial Advisor

Ottawa, ON

Area serviced: Ottawa, ON; Arnprior, ON; Bancroft, ON; Barrie, ON; Belleville, ON; Merrickville, ON; Winchester, ON

6138297874

Richard Sales, CEA
CFP

Oakville, ON

Area serviced: Oakville, ON

4168389619

Maria Susan Carina Salvacion, CEA
Life and Health Insurance Advisor

Richmond, BC

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.

Read more »

Area serviced: Richmond, BC; Vancouver, BC; Victoria, BC

778-954-6123

Kevin Sampson, CEA
Senior Financial Consultant

Ottawa, ON

Area serviced: Ottawa, ON; Moncton, NB; Charlottetown, PE; Abbotsford, BC

613-798-7700 ext230

Mark Sampson, CEA
CFP, CHS, CLU, CEA

Barrie, ON

Area serviced: Barrie, ON; East Gwillimbury, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; North York, ON

(905) 758-0855

Rebecca Sanchez, CEA
FR

Vancouver, BC

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… Read more »

Area serviced: Vancouver, BC

7785523091

Area serviced: London, ON; Sarnia, ON

I am a Certified Financial Planner and Chartered Life Underwriter with extensive experience in Financial and Estate Planning.

I specialize in wealth preservation & growth during your lifetime and, when the time comes, the most efficient and cost effective transfer of assets to your heirs and other beneficiaries.

Area serviced: Ottawa, ON

Area serviced: Nepean, ON

Area serviced: Newmarket, ON

Area serviced: Gabriola, BC

Area serviced: Moose Jaw, SK

Financial advisor for 37 years serving clients in Canada as well as USA with an MBA, CFP, CSC, CSA ,CFRE and CFC degrees and designations.. In addition to having full financial service offices for clients also has In-depth experience in charitable giving and the structures and strategies involved with that to meet a client's personal as well as corporate purposes. Key note speaker in Canada as well as USA for national conferences as well as ongoing financial expert pieces and consultant for radio and television.

Area serviced: Vaughan, ON

My Services:

1. Comprehensive Financial Planning
2. Retirement Planning
3. Wealth Creation, Wealth Preservation and Wealth Transfer to future generation
4. Children Education Savings plans, RESP
5. Income Replacement, Critical Illness and Life Insurance
6. RRSP Loans, GIC's, RRIF
7. Investment and Segregated Funds
8. Tax and Estate Planning
9. Mortgages
10. Representative of Top Insurance Companies:Canada Life, Manulife Financial, Sun Life, BMO Insurance, Desjardin Financial, Equitable Life, Industrial Alliance, RBC Insurance

Holding CLU, CH.F.C, and CHS Designations.

Experience since 1994.

11.Buying and Selling Real Estate Investments since 2003.

Area serviced: Flamborough, ON

Area serviced: Ottawa, ON; Arnprior, ON; Bancroft, ON; Barrie, ON; Belleville, ON; Merrickville, ON; Winchester, ON

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.

Area serviced: Oakville, ON

Area serviced: Richmond, BC; Vancouver, BC; Victoria, BC

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.

Area serviced: Ottawa, ON; Moncton, NB; Charlottetown, PE; Abbotsford, BC

Area serviced: Barrie, ON; East Gwillimbury, ON; Newmarket, ON; Aurora, ON; Richmond Hill, ON; North York, ON

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

Area serviced: Vancouver, BC

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.