Find a CEA

Search Filters


Clear Search
1499 Results Found
Mulit-generational family wealth planning available to ensure wealth is preserved efficiently as possible with a minimization of income taxes.  This may include trusts, holding companie as well as personal assets.
Read more »
Area serviced: Vancouver, BC; Kelowna, BC
6046385493
Kelly Taylor CFP BComm is the co-founder of The Tower Group's proprietary Wealth Creation System, which is a process to implement the philosophical approach on how financial affairs should be applied to your life. Don't follow the crowd. Follow a philosophy… Read more »
Area serviced: Calgary, AB
4036890439
I have been employed by the Cornerstone Credit Union for almost 25 years.  Prior to my employment with Cornerstone Credit Union, I was a legal secretary and then a Village Administrator. 


Read more »
Area serviced: Yorkton, SK
306 786-2247
A driven professional with several years’ experience in
diversified industries. I am very personable and an excellent communicator with a
common-sense approach. I am logical and driven to complete all necessary requirements. 
In the time of… Read more »
Area serviced: Calgary, AB; Medicine Hat, AB; Airdrie, AB; Didsbury, AB; High River, AB; Okotoks, AB; Turner Valley, AB; Brooks, AB; Camrose, AB; Canmore, AB; Edmonton, AB; Fort Macleod, AB; Lethbridge, AB; Irricana, AB; Lacombe, AB; Ponoka, AB; Sherwood Park, AB; Picture Butte, AB; Stettler, AB; Strathmore, AB; Sylvan Lake, AB; Red Deer, AB
4037108867
I have been helping Canadians entrepre with risk management and tax saving strategies since 1990. I attained my CLU designation in 2008 and specialize in helping business owners with planning in insurance/investments.
Read more »
Area serviced: Whitby, ON; Toronto, ON
4167097578
Born and raised on a dairy farm, I completed my BSc (Engineering) and flew to Africa for '3 months'.  Instead of just 3 months I got sidetracked for 30 years, returning to Canada in 2019 to continue my already diverse financial career.

Post graduate… Read more »
Area serviced: Nepean, ON; All, NB; Manotick, ON; Most of Ontario, ON; Ottawa, ON; Ottawa-Carleton, ON; Kanata, ON; Kemptville, ON; Pembroke, ON; Merrickville, ON
6136331965
Canadian Smart Estate provides advice, assessments and administration for individuals and companies. The areas of focus are investments, insurance, real estate, business and estate. 
We have over 20 years of Canadian experience as a certified financial… Read more »
Area serviced: Markham, ON; Aurora, ON; Brampton, ON; Durham, ON; Etobicoke, ON; Georgina, ON; Halton Hills, ON; Metro Toronto, ON; Mississauga, ON; Newmarket, ON; North York, ON; Oakville, ON; Pickering, ON; Richmond Hill, ON; Scarborough, ON; Toronto, ON; Vaughan, ON; Whitby, ON; York, ON
6475757283
Insurance Broker
Being an executor: An honour or a burden?
Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.
Making your life easy just call Kathy who has… Read more »
Area serviced: Calgary, AB
5878300689
4034523886
I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity. 
Please explore… Read more »
Area serviced: Nanaimo, BC
2507581154
I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've… Read more »
Area serviced: Ottawa, ON
6132196052