Find a CEA

Search Filters

1510 Results Found

Montreal, QC Contact

I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University… Read more »

Area serviced: Montreal, QC

(438)994-8665

Linda Sgorlon, CEA
Market Manager

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON

4163084922

blake shaffer, CEA
sales rep

Mississauga, ON Contact

MY EXPERT EXPERIENCE WILL GET YOU THE BEST RESULTS!
I have been a full time Professional Realtor serving the Mississauga and the surrounding areas since 1985.
Throughout the years, as it still is today my main focus has always been to help families… Read more »

Area serviced: Mississauga, ON

9056082804

Devendra Sharma, CEA
Director

Mississauga, ON Contact

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor… Read more »

Area serviced: Mississauga, ON

(905)670-6999

Paula Nixey Shaughnessy , FPP, CEA
Owner

Ottawa, ON White Rock, BC Contact

Having enjoyed a successful accounting career within the Financial Services Industry, I feel privileged to be able to walk so many Bereaved Families through the many tasks expected of them as Executors.
My greatest satisfaction comes from all the thank-you… Read more »

Area serviced: Ottawa, ON; All, ON; All cities , NL; All, NB; All, NS; All cities, PE; All, SK; All, MB; All, AB; All, BC; All, NT; All, NU; All, YT; White Rock, BC

613-294-1144
6132941144

Jonathan Shaw, CEA
Financial Advisor

Calgary, AB Contact

Area serviced: Calgary, AB

4032250051

Cory Sheehan, CEA
Financial Advisor

Burlington, ON Contact

Area serviced: Burlington, ON

905 336 5090

Brandi Sherman, CEA
Senior Business Manager

Toronto, ON Contact

Area serviced: Toronto, ON

4167126752

William Shewfelt, CEA
Your Financial Caddie

Kincardine, ON Contact

“Your financial life caddie”
cad·die
/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best… Read more »

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

519-396-3874

Judith Shibata, CEA
Account Executive

Markham, ON Contact

Area serviced: Markham, ON

416-209-2477

Tanya Shields, CEA
Owner

Innisfil, ON Contact

A Certified Executor Advisor CEA, Certified Relocation and Transition Specialist (CRTS) and a Member of the National Association of Senior Move Managers. NASMM.
Transitioning seniors, assisting with the entire process of getting their home ready… Read more »

Area serviced: Innisfil, ON; Barrie, ON; Orillia, ON; Alliston, ON; Collingwood, ON; Aurora, ON; Blue Mountains, ON; Angus, ON; Bracebridge, ON; Churchill, ON; Coldwater, ON; East Gwillimbury, ON; Gravenhurst, ON; Huntsville, ON; King City, ON; Newmarket, ON; Parry Sound, ON; Simcoe, ON

705-896-6040

Janet Shimizu, CEA
Small Business Coach

Gibsons, BC Contact

Area serviced: Gibsons, BC

6042500695

Sarah Shipley, CEA
Lawyer

Whitby, ON Contact

Sarah grew up in Durham and has lived in the Whitby area since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in Whitby.
Sarah’s practice is restricted to advising and representing clients with respect to all matters relating… Read more »

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON

905-666-8588

Alireza Shirvani, CEA
Wealth advisor

Thornhill, ON Toronto, ON Contact

# Read more »

Area serviced: Thornhill, ON; Toronto, ON

4168333185

Mitchell Silber, CEA
Head Money Coach

Toronto, ON Contact

Area serviced: Toronto, ON

4162587715

Area serviced: Toronto, ON

TD Weath

Private Banking

Investment Management - PIC and PIA

Trust

Wealth Advisory Services

Area serviced: Mississauga, ON

MY EXPERT EXPERIENCE WILL GET YOU THE BEST RESULTS!

I have been a full time Professional Realtor serving the Mississauga and the surrounding areas since 1985.

Throughout the years, as it still is today my main focus has always been to help families and investors achieve their Real Estate goals.

To ensure that you receive the best possible service, as a Professional Realtor and to serve you better I am continually upgrading my skills.

Upgraded Skills:

Master Accredited Senior Agent

As a Master Accredited Senior Agent I have the additional training and knowledge to patiently and professionally help the senior and the mature market Smart Size to a different lifestyle with as little stress as possible.

MCNE - Master Certified Negotiating Expert,

What being a Master Certified Negotiating Expert means for you, is that not only do I have my over 30 years of experience working for you, but I now also have the very specialized training to ensure that you will get the most professional negotiations possible for you to obtain the best deal, whether you are Selling or Buying.

Area serviced: Mississauga, ON

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations. For over 17 years, Deven has been providing accounting, investment, insurance, and tax advice to clients in Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.

Area serviced: Ottawa, ON; All, ON; All cities , NL; All, NB; All, NS; All cities, PE; All, SK; All, MB; All, AB; All, BC; All, NT; All, NU; All, YT; White Rock, BC

My greatest satisfaction comes from all the thank-you letters I receive for having made the entire Executor process into a journey they can "actually feel proud to have completed".

Area serviced: Calgary, AB

I have often been told that the older you get the faster time goes and that statement is starting to really ring true. As I reflect on 20 years partnering with families and individuals working towards their goals and what is important to them, there is one thing that has remained consistent - nothing can replace genuine personal relationships and service.

My Branch Office Administrator, Robyn, and I, have been blessed with a fantastic group of families that we are fortunate to take care of. We are honoured when two or three generations of a family all place their trust in our office and we get to celebrate family successes, or at times, help fight through those tough moments. We value our relationships deeply and always do what is in your best interest.

I am blessed with a wonderful wife of 20 years and three children. We spend our time in the winter at the local hockey or ringette rink and in the summer at the baseball diamond or a lacrosse field. We enjoy travel together and time with friends and family.

We would love to have a coffee with you and get to know how our office can help you work towards your personal and financial goals.

Area serviced: Burlington, ON

As a Certified Financial Planner and now a Certified Executor Advisor, I have made a commitment to serving my clients as best as possible and I am continualy looking for ways to improve on this.
Having a dedicated associate, allows me to spend my time having deep conversations and understand what's truly important to my clients. This then helps to put a detailed, personal and actionable plan in place to help our clients achieve their goals and fulfill their purpose. Even in some cases aligning their investment portfolio with their values.

Being independent from a large corporation allows me to act transparently and without bias toward any product which allows me to access the best fitted solution for my clients.

I look forward to the opportunity to meet you.

Area serviced: Toronto, ON

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

“Your financial life caddie”

cad·die

/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it.

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.

Shewfelt Financial Limited (Freedom 55 Financial) has been the premier provider of life insurance, investment advice and estate planning for Kincardine and surrounding areas for over 35 years.

Area serviced: Markham, ON

A Certified Executor Advisor CEA, Certified Relocation and Transition Specialist (CRTS) and a Member of the National Association of Senior Move Managers. NASMM.

Transitioning seniors, assisting with the entire process of getting their home ready for sale, downsize, declutter, plan, pack, move, unpack and complete set up. Turnkey moving for our clients from the family home right to the new condo or Retirement Community the same day. We Take care of all the details from beginning to end We return to the family home to manage remaining assets and ensure it’s ready for closing.

Full estate clean-outs which includes providing an inventory of the home, follow Executor’s instructions with regard to selling, donating, packing up items for family and ensure the home is emptied in a dignified and organized manner. Ensure all documentation and personal items are organized, packed and available for the Executor. Assist Executor with forms, procedures and whatever else can be completed to close the estate in a timely manner..

Offering Executor Services for those without family close by, or no family or wishing a 3rd party to handle their estate.

Area serviced: Gibsons, BC

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON

Sarah grew up in Durham and has lived in the Whitby area
since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in
Whitby.

Sarah’s practice is restricted to advising and representing
clients with respect to all matters relating to estate administration, estate
litigation, trust administration, passing of accounts applications, guardianship,
preparation of Wills & Powers of Attorney, and ‘probate’.

Sarah has conducted presentations on the importance of
having Wills and Powers of Attorney to audiences such as; Scotiabank, Lakeridge
Health, Alzheimers Society of Durham Region and the Whitby Chamber of Commerce.

Area serviced: Thornhill, ON; Toronto, ON

Wealth Advisor for high net worth clients

Area serviced: Toronto, ON