Find a CEA

Scott McQuade is a full-time REALTOR® with Macdonald Realty and a long-time Squamish resident with more than 23 years of local experience. He specializes exclusively in the Squamish real estate market and has helped hundreds of clients buy and sell homes, investment properties and development opportunities throughout the community.

Scott helps executors and families navigate the real estate aspects of estate administration, including property valuation, sale preparation, cleanout coordination, marketing and the sale of estate-owned property. He works closely with lawyers, notaries, accountants and other professionals to help ensure the process is handled carefully, efficiently and with respect for everyone involved.

Scott is known for practical advice, strong local knowledge and straightforward communication. He is also the owner of SQUAMISH.com and has served in several local leadership roles, including Past President of Tourism Squamish and the Downtown Squamish Business Association.

Are you looking for strategies to help save taxes while running your business and preparing for retirement? Are you searching for tax effective ways to move money from your company to your family? Are you suddenly in charge of your financial future due to divorce, being widowed or receiving an inheritance and are looking for advice and guidance?

My team and I partner with business owners (including farmers) and those who are suddenly in charge of their financial future, to reach their financial goals. Our office and process is designed to make you comfortable and feel peace of mind that you are going to be okay. I take the time to really listen and get to know you, and I use an established 5-step Process to learn about what is most important to you and why. Once we've identified your unique needs and goals, we'll work together to construct personalized strategies to help you reach those goals. Common strategies include retirement income strategies, making pension decisions, effective succession and tax strategies for business owners, and legacy planning.

I started working in the finance industry in 2001 and have gone through some of the biggest bull and bear markets. This experience helps me provide my clients with the guidance they need to protect their wealth. I chose to build a career at Edward Jones because their values and core beliefs align with my own – namely that we put the client first. If you would like to have a chat about your dreams, goals or worries please call my office.

I have a sports background and I am very active in the Leduc Community coaching both football and hockey. While coaching football at the University of Alberta with Tom Wilkinson, I was fortunate to have been influenced by both Clare Drake, Murray Smith and John Wooden who taught me valuable skills that transfer well into my role as a financial advisor. My whistle hangs in my office as a symbol that my job is to coach, advise and guide my clients towards attaining their goals.

I've been married to my wife Andrea for 21 years and we have 4 awesome children, as well as Hunny our dog. I love calling Leduc home and am proud to be member of this community.

With 39 years in the financial planning industry I operate a business in downtown Campbellford, ON.  I specialize in retirement income planning & estate planning.  We also offer GIC's from 35 different financial institutions and tax preparation as well.

My name is Sandra Meier. I am an Alberta registered paralegal. I have been doing paralegal work for over 20 years and I specialize and wills and estate planning. I currently work as an independent paralegal and contract to two different law firms and do independent paralegal work. I’m looking to build my practice and I’m excited to learn more estate related information to better advise my clients.

My company, True North Executor Solutions is committed to providing trustees and executors with a comprehensive array of services created to assist in the management, valuation and security of property and any physical assets and documents included within an estate. We coordinate and supervise everything from the ongoing maintenance and security of property and possessions, to detailed inventories, appraisals, and when directed, the emptying and dispersement of contents as well as  any other tasks needed for the preparation of the property for sale. Trustees and executors can have confidence that the estate is in excellent hands with the highest standard of thoroughness, reliability, and efficiency.

As True North's president, I am committed to bringing real value to everything I do. I am motivated by my desire to honour the lives of testators and their legacies, while providing support to those who remain. My studies and understanding of grief and bereavement are an integral part of the support I provide as an extension of the services that trustees require in the course of their estate work and dealing with beneficiaries and families. In creating the business, I remain steadfast in my commitment to dealing with all parties involved in a meaningful way. I believe that how we deal with the life and death of a person should reflect that it is both a privilege and an opportunity to understand and connect with what it means to be human. This belief is driven by my intuitive empathy and an ongoing dedication to excellence and respect for those who are navigating the most challenging of circumstances.

With a shared commitment to integrity, expertise in investment management and financial planning, and personalized guidance, our team is dedicated to helping you achieve your financial goals. We believe in a collaborative approach, combining our diverse backgrounds and skills to provide you with comprehensive wealth management solutions tailored to your unique needs.

We embrace a holistic approach to wealth management. We believe in cultivating a true partnership with you, gaining a thorough understanding of your financial goals and objectives.

Our primary responsibility is to develop a comprehensive understanding of your short, medium, and long-term financial goals. We translate these aspirations into tangible dollar figures required at various future stages of life. By creating a critical path to achieving your goals, we lay the foundation for your long-term financial success.

In addition to our core competencies, we harness the collective professional know-how from across the industry. This enables us to provide you with a comprehensive wealth plan, crafted to align specifically with your unique goals and objectives.

Angela Mercier  is owner of Mediation and Financial Services, which is a unique business that
combines
mediation training and financial expertise with helping couples,
families, and business partners’ work through difficult conversations leading
to a settlement agreed to by all parties.  Mediation is designed to defuse conflict and
promote communication with all parties.

.Angela
has over 20 years of business experience which include automotive, financial
and alternative dispute resolution (ADR).  Angela faced the challenges of restructuring
her entire life after experiencing a particularly challenging divorce.  By shifting her professional focus from the
automotive industry to the financial industry, Angela’s goal was to understand
how the experience of divorce could be made less emotionally frustrating,
stressful, and financially problematic. She has been an advocate for a new
approach ever since. Angela realized that communication and co-operation
between a handful of key people during the separation process greatly improved
the experience for all involved and created better outcomes.

  In the last 10 years Angela has had extensive
training and experience dealing with both family and business conflicts and/or
disputes.  In 2016 she became a Qualified
Mediator with ADR Atlantic Institute and a member with Family Mediation Canada.  In 2019 Angela began her training as a
Certified Conflict Management specialist and was completed in early 2020 as well
completed her CEA (Certified Executor Advisor) designation in February 2020. Angela plans
to finish her CLU (Chartered Life Underwriter) in 2020. 

Angela believes that conflicts and/or disputes is an
industry that is not going away in fact her practice has shifted in recent years
from 100 % of her mediation files dealing with divorce to now 30% dealing with
Business disputes and 30% dealing with family disputes over wills and estates
with the balance of  40 %  dealing with parenting plan issues and
divorce mediation.

Angela is passionate
about helping clients keep their dispute out of the court where there is one
winner and one loser.  In an ADR process
such as mediation and conflict management it promotes a win- win outcome.

Paralegal and Notary Public in and for the Province of Ontario. Working in conjunction with TBH admin to provide Free Education on Adult Guardianship and access to an affordable Guardianship of Property Application Service for Caregivers of mentally incapable adult loved-ones.

A FULL SERVICE, HOLISTIC FINANCIAL PLANNING FIRM DEDICATED TO HELPING AFFLUENT CANADIANS ACHIEVE THEIR UNIQUE FINANCIAL GOALS THROUGH CURATED FINANCIAL PLANS, SOLUTIONS AND STRATEGIES. WE SPECIALIZE IN SOPHISTICATED TAX PLANNING FOR BUSINESS OWNERS AND ACCREDITED INVESTORS.  WE ALSO FOCUS ON CREATING TAX-EFFICIENT ESTATE PLANNING SOLUTIONS FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES.