Find a CEA

we have an average size practice with 4 advisors and 2 full time assistants

geographically we cover a territory from elliot lake to 

thunder bay 

we have a wide range of clients , but are looking to be the added resource clients are looking for .

we offer variety of lending products ,  mortgages , life insurance as well financial planning our office works on a team basis so that we all discuss needs of the clients and how we can help them at the time or staging an improved platform for the client

thanks

david lillie

I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance, Estate Planning and Tax Issues are all aspects of meeting a client’s specific financial goals. I create wealth and peace of mind.  I am dedicated to building trust with my clients and creating long term relationships. 

I work closely with financial planners and investment advisors to help them grow their business through the Family Asset & Inheritance review program.  Estate planning does not end with the client.  It is essential that the Executor has the knowledge and the tools to ensure the successful transition of an estate.  It is through the process of Executor engagement before the client passes that can facilitate success.

On behalf of advisors, I conduct compelling client-centric seminars that get clients motivated to get organized and complete their planning process. It deepens relationships for advisors and opens them up to whole new world of referral business.

Elaine holds financial planning and investment management designations which, along with specialist designations, give her a well-rounded perspective to coach her clients through the Estate planning process, as well as separation and divorce both financially and emotionally.

Realizing a growing need to assist female clients with life-changing events such as widowhood and divorce, Elaine attained the Certified Senior Advisor and Chartered Divorce Specialist designations. To further support her clients, she went on to complete collaborative training accreditation as well.

Elaine’s personal commitment to lifelong education led her to study and achieve the (CEA) Certified Executor Advisor designation which beautifully married her unique counseling skill with the unique needs of her clients.

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.

Joan McAulay is a Senior Trust Program Advisor with Concentra Trust. Joan’s knowledge and familiarity with the related legislation make her a resource for advisors and clients alike, providing them with support and guidance. Joan strives to instill a deeper understanding of estate and trust solutions so clients and advisors across the country feel better-prepared to make critical decisions on planning the preservation and transfer of wealth, or undertaking the role of executor. Concentra Trust is a national trust company and has been providing estate and trust expertise to Canadians for over 65 years. They partner with investment firms, law firms, credit unions and co-operatives from coast to coast. They offer estate and trust solutions for all ages and all asset values and complexities.

As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and financial planning to deliver customized wealth management and preservation solutions in a way that makes client goals achievable.

Our firm name is Team Approach Planning, we feel that taking a collaborative approach to planning for and solving for potential problems best serves you and your family today and tomorrow. In today's world there is a lot of information available. The challenge of so much information is overload, anxiety and procrastination. Getting started is often the biggest challenge. At Team Approach Planning, we find the right solutions connecting the right people with correct professional advice. My name is Brian McMillan, CLU, CFP, Ch.F.C., EPC, DFP and I am the principal and owner of Team Approach Planning. I have been in the financial services business since 1991. We have developed a network of professionals assisting our clients and referrals find the right solutions to their problems. As our client base ages there is an increasing need to help them deal with new issues, such as their health, family dynamics and estate planning. Our Team Approach has served our clients well. We work almost exclusively by referral. This speaks to the value client's find in using our collaborative approach. We look forward to serving others and providing the best possible and current advice. We are committed to taking the stress out of the lives of our clients and potential clients. We work on a fee based service as well as commission. The cost is always established upfront so there are no surprises or hidden fees. I have acted as an estate trustee personally and have assisted many clients to get proper professional advice. So I am familiar with the process. Becoming a CEA will give me additional confidence in this role going forward. Being committed to life long learning has proven to serve our clients, their families and community at a time when needed most.  

Hello,

I work for BlueShore Financial, which I consider to be the preeminent financial institutions in Canada.

We pride ourselves on providing an exceptional client experience, along with delivering prudent financial and investment advice.

With more than 35 years in the industry, and being both security and insurance licensed, I am confident in my abilities to assist my clients in achieving their important financial objectives.

I welcome anyone who is trying to navigate these sometimes challenging financial waters to contact me to arrange a complimentary, no-obligation review.

I look forward to meeting with you soon!

Sincerely,

Mark

Peter has been in the financial planning industry for 24 years. During the last 14 years he has specialized in advising and educating financial advisors on how to best serve their clients interests in the estate planning area. Peter has a strong background in working with other estate planning professionals to find the best possible result for their clients. Peter is an organized and efficient client focused advisor who can help simplify the complicated. Peter has been appointed as the Regional Director for Atlantic Canada for the Certified Executor Advisor Network and is currently working on starting a Chapter(s)for CEAN so please contact Peter if you are interested at pmorrison@cean.ca or 902-449-4055.