Find a CEA

As a seasoned Insurance Broker and Financial Advisor, I bring a wealth of expertise to my clients across ON. With a mission to provide holistic financial solutions, I offer a diverse portfolio of services, including Estate Planning, Life, Health, Disability, Critical Illness, Auto, Home, and Commercial/Business Insurance. I founded Insurance Bazaar in 2019, a client-centric agency committed to delivering personalized insurance solutions tailored to individual needs.

I am not only a practitioner but also an avid learner, holding prestigious financial designations like CLU, CHS and MFA-P. My dedication to continuous learning ensures I stay current and ahead of industry trends and regulatory changes, allowing me to provide top-tier advice.

In his tax practice, Ashvin advises executors and trustees on their rights and obligations in complex estates. He takes a common sense approach to tax and succession planning matters that aims to distill the complexity of tax and estate legislation into practical business advice. He has appeared before provincial superior courts and the Tax Court of Canada.

As a Managing Partner of Access Credit Union, I manage all Member Facing employees.  We take pride in assisting our members with all their banking needs and also act as advisors.  Our DSR's and SMS's deal with many estate situations.  As Manager, I assist with estates and speak with many families going through this difficult time in their lives.  I provide guidance to all employees, so they are able to better handle the estate.

We are proud at Access Credit Union for the service we provide to our members.  We are unique in that we serve many small communities, getting to know people on a personal level vs. large communities where you may not know everyone.  People like to know that they can come to us, and we remember their name and their family member's names!  They have a direct number where they can contact us, and we respond quickly.  

In 2001 I joined Edward Jones as a Financial Advisor, and became a Limited Partner with Edward Jones in 2007. Before Edward Jones, I graduated from Westervelt Business College and worked as a Financial Advisor at St. Willibrord Credit Union for 20 years. I attained my Certified Financial Planning® designation in 2000. I have been an active member of the community, serving as the president and vice president of the Forest Kiwanis Club from 2013-2015 and I have been an executive member for Lambton Shores Minor Hockey Association.

Our branch team includes Branch Office Administrator Terrie Core, On-call Branch Office Administrator Aprille Firth-Willemse new Financial Advisor Cristina Smits and myself. Terrie and Aprille are dedicated to providing you with the highest level of service possible and can answer any administrative questions you might have.

As your Edward Jones branch team, we believe it’s important to understand what you’re working toward; we take the time to truly listen and get to know you and then I use our established process to build personalized financial strategies to help you achieve your unique goals. Once these strategies are implemented, we maintain regular contact to inform you of any developments and address any needs or changes in your situation.

I am proud to serve a wide variety of clients with diverse goals. I work with individuals, families and businesses to address the following areas: retirement strategies, estate considerations, business owner needs, survivor and long-term care needs, life insurance needs, and education savings. In an effort to bring simplicity to my clients' lives, I assist in consolidating accounts to help them understand their investments. When a client calls our office, they reach myself, Cristina, Terrie or Aprille, not an automated service or call centre.

We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. 

SOJAN SOMAN - CEA, RRA. 

Here to serve people by Encouraging, Enabling and Empowering them with the tools and knowledge which I have in financial services. I have only four competitors - Death, Sickness, Disability and Old age, My job is to see my clients before my competitors do. 

Financial Advisor with over 22 years of industry experience. 

Purpose and Vision:

To work with ideal clients who value planning and
advice to achieve the retirement lifestyle that is most important to them by
developing a real relationship that adds value to their lives and ours.