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Paul Tidey, CEA
BA.,CFP, FLMI, CPCA, CEA

Nanaimo, BC Contact

I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity.
Please explore… Read more »

Area serviced: Nanaimo, BC

2507581154

Lynette Tolean, CEA
Life Insurance Agent

Ottawa, ON Contact

Area serviced: Ottawa, ON

6132196052

Kimpel Tom, CEA
Certified Financial Planner

Cambridge, ON Contact

Area serviced: Cambridge, ON

519-622-2745

Rick Tomalty, CEA
Managing Partner

Kingston, ON Contact

With over 35 years experience providing financial advisory services, Rick understands the challenges of not only exercising duty of care as an executor/trustee, but also those related to managing the expectations and needs of family and beneficiaries.
Rick… Read more »

Area serviced: Kingston, ON; Brockville, ON; Belleville, ON; Ottawa-Carleton, ON

613-777-0795

Fen Fang Tong, CEA
Fiona Tong ，CLU CHS

Markham, ON Contact

Area serviced: Markham, ON; Richmond Hill, ON

6479866617

Adam Topjian, CEA
Mr

Toronto, ON Contact

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Area serviced: Toronto, ON; Listowel, ON

416-660-8404

Rosanna Toscano, CEA
Wealth Advisor

Ottawa, ON Contact

Area serviced: Ottawa, ON

613-782-1152

Catherine Toupin, CEA
Insurance Broker

Calgary, AB Contact

Area serviced: Calgary, AB; Edmonton, AB; Airdrie, AB; Canmore, AB; Carstairs, AB; High River, AB; Okotoks, AB; Strathmore, AB

4308057044

PENNY TOWNDROW, CEA
POA and Estate Planning Consultant

Meaford, ON Contact

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Area serviced: Meaford, ON; Barrie, ON; Collingwood, ON; Niagara, ON

9059353900

Van Tran, CEA
Financial Advisor

Calgary, AB Contact

Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB; Lethbridge, AB; Medicine Hat, AB

403-374-1088

Carol Trickett, CEA
Financial Planner

London, ON Contact

Area serviced: London, ON

519-461-0004

Robert Trickett, CEA
Certified Financial Planner

Surrey, BC Contact

Area serviced: Surrey, BC

604-530-0433

Jason Trudeau, CEA
CFP

Windsor, ON Contact

Area serviced: Windsor, ON

519-969-1133

Michael Tsang, CEA
Senior Wealth Advisor

Markham, ON Contact

Area serviced: Markham, ON

416-418-2815

Jagmohan Turna, CEA
CRA, CEA

Surrey, BC Contact

Area serviced: Surrey, BC

604-562-4704

Area serviced: Ottawa, ON

I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've learned along the way that some of the clients trust Mr. Sauve so much and that they encourage their families and friends to approach him because he will help them all the way. And they listen very well to how he explains every detail.

We never chose who to serve and we do our best to offer what really every client needed and wants. We offer services such as Life insurance, Disability Insurance, Critical Insurance, and Investments and since Mr. Sauve is a member of the CICEA, he also services clients needed advice and direction about the importance of having a Will. And lastly, he reminds clients to do it now not later.

Area serviced: Cambridge, ON

Area serviced: Kingston, ON; Brockville, ON; Belleville, ON; Ottawa-Carleton, ON

Rick works with a number of allied legal and accounting professionals to provide sound advice and guidance, while reducing the stress and confusion that can so often accompany the estate trustee's responsibilities.

A Certified Financial Planner (CFP) and Master Financial Advisor (MFA), Rick is pleased to be able to support estate executors/trustees as part of his advisory services.

Area serviced: Markham, ON; Richmond Hill, ON

I am a financial planner, certified by CLU and CHS. Focus on providing excellent insurance protection plans for families and businesses. And open various registered accounts RRSP / TFSA / RESP for guests, and provide suggestions on the selection of segregated funds. I am good at retirement planning and intergenerational inheritance. I can speak fluent Mandarin and help the Chinese community.

Area serviced: Toronto, ON; Listowel, ON

Area serviced: Ottawa, ON

Area serviced: Calgary, AB; Edmonton, AB; Airdrie, AB; Canmore, AB; Carstairs, AB; High River, AB; Okotoks, AB; Strathmore, AB

Cathy Toupin is a life insurance broker with more than 5 years assisting clients on a wide range of insurance and investment matters. Having lived and worked in Alberta, Cathy is excited to expand her areas of expertise into other parts of Canada. One of Cathy's biggest areas of concern when dealing with clients is the "lack of preparedness" many of her clients have when it comes to estate planning and who to turn to for help.

It is with this in mind that she sought out the opportunity to become a Certified Executor Advisor by taking the course and In turn work with the Canadian Institute of Executor Advisors.

Area serviced: Meaford, ON; Barrie, ON; Collingwood, ON; Niagara, ON

Area serviced: Calgary, AB; Edmonton, AB; Red Deer, AB; Lethbridge, AB; Medicine Hat, AB

I work with individuals and families to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney. With more than 24 years of industry experience, I bring to each client, the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues.

Area serviced: London, ON

Carol Trickett, Financial Consultant and owner of Trickett Financial, believes every Canadian has the right to be financially independent, providing the opportunity to feel secure and be generous to others. She has earned the designations of Certified Executor Advisor, and Registered Retirement Consultant. Her experience in financial services and her heart for hosting international students has grown her desire to be of further help to new immigrants to Canada, whatever their current status.

Area serviced: Surrey, BC

Area serviced: Windsor, ON

Area serviced: Markham, ON

Area serviced: Surrey, BC

Jag is a CRA
(Canadian Residential Appraiser) and an AIC (Appraisal Institute of Canada)
Member since 2005. He is the founder and CEO of Highland Appraisals Inc., a
real estate appraisal firm serving Fraser Valley and the Lower Mainland.
Highland Appraisals provides services to major financial institutions and
credit unions in Canada including the big five banks, Credit Unions, and Law
Firms. Having experience in appraising multitude of properties over the course
of his career, Jag has seen a variety of different circumstances with differing
markets conditions. Jag decided to further his knowledge by acquiring CEA
designation to better service his clients while expanding his horizon in the
industry.