Find a CEA

For over fifty years, my family has been working with individuals and corporations throughout Canada, with a focus on Ontario, assisting them with their financial planning.

We have one simple goal in mind when we work with a company or an individual - to determine if there are any areas we can be of assistance and then to provide the proper solution to address the issue(s).

Specialties: For the last thirty years we have worked in many areas of the financial world and as a result have a breadth of knowledge and a depth in many areas of the financial world. So send us a note and we can see if we can help and if not, we likely can refer you to someone who can.

I'm part of a team of financial planners who make the world a better place through responsible investing and philanthropic planning. We serve clients across Alberta, BC, and Ontario.

No-obligation appointments are available here.

Zoe Smith is an estate planning and administration lawyer at Nakano Smith Law Group in Oakville.

Zoe’s practice involves a wide range of wills, estates and trusts matters, including preparing Wills, Powers of Attorney for Property and Personal Care, testamentary trusts, inter vivos trusts; assisting clients on a broad range of estate planning matters; obtaining Certificate of Appointment of Estate Trustee With or Without a Will; advising Attorneys, Trustees and Executors with respect to their duties and responsibilities as fiduciaries and giving guidance on various aspects of trust or estate administration.

Zoe received her LL.B. and her LL.M. from Chuo University in Tokyo. She then obtained her LL.M. and her J.D. from the University of Toronto Law School. Zoe was called to the bar in Ontario in 2010.

Randy is a life experienced insurance advisor and broker.  He works with policyowners and their advisors who have plans and policies with Life Insurers, Banks, Investment Firms and Credit Unions.   My area of expertise is helping policyowners and their beneficiaries solve financial problems and estate planning issues created at death, disability, incapacity and retirement.  

Stuart W. Statton, CFA, CIM , FCSI has over 24-years of wealth management experience.  Currently, I am an Associate Portfolio Manager that offers discretionary portfolio management, tax planning, financial planning, insurance and estate planning strategies.  My clients are high-net worth families that require professional wealth management expertise.

Website:   https://thewattgroup.ca/#team

With 28 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total retirement planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

I currently also carry the CFP, CIM, and CHS designations.

I am a graduate of McMaster University in Hamilton and I have been an independant financial advisor for over 20 years. I became a Certified Financial Planner 20 years ago and added my Insurance license shortly after that. I work together with my clients helping them reach their financial and life goals . Our office looks after clients from their first savings to their estate plans.

Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.

We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years of experience in proving excellent service to our clients. 

John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals and families face the future with anticipation rather than apprehension.    John takes a holistic perspectives of a client's financial life, and not solely the investment portfolio.  This ensures that key issues are identified, prioritized and plans are put into action, providing the foundation that helps clients achieve their goals.

Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Brampton, Ontario.  Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and C.Dir (Chartered Director).  Previously, Shirley worked within the estates and trust practice of a major Toronto law firm and continues to specialize in the preparation of estate accounts, including estate administration, planning and tax filing compliance, with her network of business partners.  She is currently Past-President of EPCOH (Estate Planners' Council of Halton).

My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible.