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Stephanie Stewart CFP, CLU, CEA, CIM, CIWM, DMS, FMA, FCSI, CEA
Director & Certified Financial Planner

Calgary, AB Contact

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve the best results for everyone involved. I first became… Read more »

Area serviced: Calgary, AB; Victoria, BC

403-614-5789

Matt Stiller, CEA
President

London, ON Contact

Area serviced: London, ON

5192009234

Marta Stiteler, CEA
Owner

Waterdown, ON Contact

Area serviced: Waterdown, ON; Hamilton, ON; Burlington, ON; Oakville, ON; St. Catharines, ON

9055122295

Molly Stogran, CEA
Wealth Advisor

Calgary, AB Contact

As a Wealth Advisor, it is my responsibility to guide existing and prospective TD customers through the process of transitioning to the world of TD Wealth (a place where specialists work to help simplify - and add value to - the lives of high net worth… Read more »

Area serviced: Calgary, AB

4033908182

Elsa Stolfi, CEA
advisor

Guelph, ON Contact

Area serviced: Guelph, ON

519 731-3193

Gillian Stovel Rivers, CEA

Burlington, ON Contact

Area serviced: Burlington, ON

9053351950

Valerie Stratford, CEA
CFP

Elora, ON Contact

Area serviced: Elora, ON

2262285164

David Strilchuk, CEA
Mr

North Vancouver, BC Contact

Area serviced: North Vancouver, BC

16049878175

Debbie Stuart, CEA
Manager, Estate and Insurance

Vancouver, BC Contact

I am an Estate and Insurance Planner with Odlum Brown Financial Services Limited. I have my CLU, CHS, TEP and CFP designations and wish to continue my education to support my clients.
Read more »

Area serviced: Vancouver, BC

6048445640

Jeff Stuart CEA, RHU, EPC, RIS, CEA
President

Ajax, ON Contact

Jeff began his advisory career in 1988 and created We Listen Financial Planning Solutions in 2007. His focus in the practice is the development of financial plans for his clients. As such, he is in demand from other advisors and offices to demonstrate… Read more »

Area serviced: Ajax, ON

416.358.0557

Blake Stubbington, CEA
FIC CEA

Edmonton, AB Edmonton, AB Contact

Area serviced: Edmonton, AB

780-989-8818
780-660-8000

Brian Stuebing, CEA
Agent

Waterloo, ON Contact

As an independent agent, I believe that I serve my clients best by having access to most of the major life insurance companies in Canada. By dealing with a wide range of companies, I can help my clients choose the right solution to their life insurance… Read more »

Area serviced: Waterloo, ON; Cambridge, ON; Kitchener, ON; Waterloo (Region), ON

519-885-4445

Linda Stupack, CEA
Financial assistant

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

1-431-338-8095

Lisa Suffern, CEA
Financial Planner/Owner

Listowel, ON Mitchell, ON Contact

# Read more »

Area serviced: Listowel, ON; Mitchell, ON

519-291-0640

Mike Sukhram, MBA, FMA, PFP®, CIM®, CEA
Financial Advisor

Mississauga, ON Contact

Area serviced: Mississauga, ON; Brampton, ON; Toronto, ON; Oakville, ON; Etobicoke, ON

6478004820

Area serviced: London, ON

Area serviced: Waterdown, ON; Hamilton, ON; Burlington, ON; Oakville, ON; St. Catharines, ON

Area serviced: Calgary, AB

I do not manage wealth or investments. Instead, I meet with clients to learn about their values, priorities and goals and then find the appropriate TD specialist to bring into the conversation. TD Wealth has a great team of industry professionals that I regularly turn to in order to provide what I believe to be world class services and advice to my customers.

Area serviced: Guelph, ON

Area serviced: Burlington, ON

Area serviced: Elora, ON

Area serviced: North Vancouver, BC

Area serviced: Vancouver, BC

I am an Estate and Insurance Planner with Odlum Brown Financial Services Limited. I have my CLU, CHS, TEP and CFP designations and wish to continue my education to support my clients.

Area serviced: Ajax, ON

Jeff is a graduate of the Financial Planning program at Seneca College and also holds the Elder Planning Counselor (EPC) designation – focusing on working with seniors. He is also a Registered Health Underwriter (RHU) which focuses on the living benefits aspect of insurance. He holds the RIS designation which earns him the title of being a Responsible Investment Specialist. Finally, Jeff holds the prestigious Certified Executor Advisor (CEA) designation. With this designation, Jeff has the practical knowledge to be able to advise those who are acting as executor / executrix.

Jeff has four loves in his life – his family, his practice, travelling and basketball.

Area serviced: Edmonton, AB

Area serviced: Waterloo, ON; Cambridge, ON; Kitchener, ON; Waterloo (Region), ON

I provide group employee benefits to individuals and small businesses.

I am also a licensed mutual fund representative through Investia (a member of the Industrial Alliance Group).

I maintain a CLU (Chartered Life Underwriter) designation as well as CH.F.C (Chartered Financial Consultant) and CEA (Certified Executor Advisor) designations.

Area serviced: Winnipeg, MB

Area serviced: Listowel, ON; Mitchell, ON

Area serviced: Mississauga, ON; Brampton, ON; Toronto, ON; Oakville, ON; Etobicoke, ON

We are proactive in ensuring our clients have their estate plans in place and have assisted many families with their estate duties on the passing of a loved one. Mike is currently the executor of his father's estate who passed away in late 2023. He knows the challenges executors face and can provide you with the experience and perspectives of several estates that he has assisted with.

Mike Sukhram is a financial advisor with Carte Wealth Management Inc. - Main Street Advisor Group.

Learn more about him at: www.msadviser.ca or on LinkedIn