Find a CEA

I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships while utilizing a Holistic Planning model which helps people accumulate, grow, and preserve their wealth.  As an independent adviser my solutions are unbiased. I use a wide range of products and services that are specifically suitable to my clients situation. 

Gordon Paul is a CPA, CMA, CEA, B.Comm(HA) and a B.A. Gordon is a senior
executive, with over 35 years of business experience in the for-profit public and
private sectors.  Gordon retired from his position as VP Finance and CFO of a Corporation which owned more than 35 legal entities. He has had diversified industry
experience including oil and gas, regulated utilities, property development,
manufacturing, distribution, retail and consulting services.  He has a proven track
record in providing focused and value added customer service and in
building business partnerships.  Effective interpersonal, negotiation,
organizational, and strategic planning skills executed through a detail oriented hands-on approach.

https://youtu.be/h3CrYi6Yghc

Eternal Care Cremation is dedicated to providing families an affordable, simple and respectful alternative to existing funeral services. 

As a licensed Class 1 Funeral Director, Eternal Care's founder, Madelyn Piehl, was inspired to provide a service that put ceremony and celebration back into the hands of the family, while providing more support for the executor. 

Eternal Care Cremation is unique in that it offers two types of cremation, bio-cremation (water-based) and traditional cremation (fire-based). Families can also make use of our custom made urn ark for ceremonial purposes.

We proudly serve the families of Lanark, Leeds, and Grenville counties in Southeastern Ontario and look forward to continuing that local relationship in the years to come!

A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and protect their life's work by making wise choices. Working collaboratively with her client's professional advisors, Sandy provides clarity to identify the best solutions to help self-employed professionals and business owners find the right solutions to implement and achieve their financial security and independence goals.

Margot practices in the area of civil litigation, focusing on commercial, construction and estate law related issues. Margot is a member of the firm's Construction Law and Financial Loss Recovery practice groups. Fluently bilingual, Margot represents both Francophone and Anglophone clients and argues matters before the courts in both official languages.

Margot attended the University of Ottawa, where she obtained her Bachelor's degree in Political Science in 2007 and graduated from the Faculty of Law in 2010. After articling for Doucet McBride LLP in 2010-2011, she joined the firm as an associate following her call to the Ontario Bar in June 2011.

Prior to 2010, Margot developed experience in various legal positions with the federal public service in areas of program delivery and policy, including with the Department of National Defence with the Office of the Judge Advocate General (JAG), the Office to the Secretary to the Governor General of Canada (OSGG), and Transport Canada (TC).
A proud member of the Ontario Bar Association and the County of Carleton Law Association, Margot also delights in supporting a variety of Eastern Ontario and capital area community groups and events.

Outside the office Margot enjoys golf, volleyball, yoga, entertaining family and friends, as well as spending quality time traveling with her husband.

Randall is a senior lawyer with Waterbury Newton and has been with our firm since 1989. Randall’s experience, knowledge and achievements have contributed to his ongoing success as a lawyer who provides outstanding legal services to his clients.

Randall has been a practicing member of the Nova Scotia Bar since 1990.

Education

Dalhousie University 1989, LL.B
University of New Brunswick, 1985, B.Sc. (Forestry)
Presentations & Publications

Has appeared on Global TV’s Maritime Noon Program
Facilitated workshops for Invisible Disabilities Association of Nova Scotia, including videos regarding Canada Pension Plan and Long-Term Disability Appeals
Contributor to “The Sea Has Many Voices” edited by Cynthia Lamson (legal and environmental aspects of oceans policy).

Achievements & Affiliations

Practicing Member Nova Scotia Bar since 1990
Member: MENSA Canada
Member: Real Estate Lawyers’ Association of Nova Scotia
Member: Screening Committee, Bar Admission Examination of the Nova Scotia Barristers’ Society
Certified Lawyer under the Nova Scotia Land Registration System
Member: Provincial Voluntary Planning Committee which brought in Nova Scotia’s first Occupier’s Liability Law
Former Member: Atlantic Provinces Trial Lawyers Association

Barak has been with Investors Group as a client since 2000, and became a consultant in 2006.  Since becoming a Consultant, Barak has attained his CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), and CHS (Certified Health Insurance Specialist), CPCA (Certified Professional Consultant on the Aging), and RRC (Registered Retirement Consultant) .  As a Senior Finanical Consultant with Investors Group, Barak is able to provide the following services:  Cash Management, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and Tax Planning.  Barak has extensive knowledge in Real Estate Investing as well since he has invested extensively in Real Estate since he almost 20 years of Real Estate investing experience.  Feel free to call Barak for any of your Financial manners.

Connie has
been providing reliable financial advice to business owners and their families
for 22 years. At The Renna Financial Team, the slogan "Your dream, our
commitment" lies at the centre of our exceptional service and consultations.
Her clients are given comprehensive, personalized plans that helps save for
their dreams, enjoy their lives, and guide them towards their financial goals.