Find a CEA

I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed and put together slowly to achieve the best result.

Another passion of mine is helping people, this passion naturally guided me into my specialty with Estates and Trusts.  Helping a client plan and navigate through such a difficult time in their lives is truly rewarding.  This may be through a variety of ways such as Executor Support Services and Professional Executor Services..

Outside of the office I volunteer on several committees within the wonderful community of Guelph, as well as can always be found at local parks walking my Labrador Retriever (or he is walking me!)

Professional office with two Financial Planners (Qualified Associate Financial Planner, and Certified Financial Planner) and three Administrative Assistants. We specialize in retirement income cash flow planning, taking inflation and taxes into account. Then, on your income plan, we add investment management as well as legacy and estate planning. Please visit our office website to watch the introductory video.

A Financial Advisor and independent owner of 3 Co-operators Insurance locations I provide a holistic view of a clients Financial and Risk Managment plan. Although providing property and casualty insurance is a significant part of our business I focus mainly on wealth and estate planning for business owner and farm families. 

I, Glenn Stewart now offer Retirement Planning,
Insurance and Executor Advice to clients. I develop each clients' individual
needs and help them in choosing unique services to assist them in attaining their
goals. So, whether you're seeking Tax Savings, Estate Equalization Advice, Insurance
or Financial Advice, I am here to help YOU. I take an open approach to your
financial health by using my forty plus years of business and insurance expertise
to best meet your individual requirements. Note, as an advisor I am not limited
to any one line of products and not tied to any specific company. I offer
products that suit the clients’ stage in life to help them achieve their
financial goals and dreams.

      Certified Health Insurance Specialist
(CHS™)

      Certified
Executor Advisor (CEA)

      Chartered
Insurance Professional (CIP)

      Canadian
Risk Manager (CRM)

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 interested in this area after helping my mother through her journey in settling my father’s estate.  She had so many questions and was receiving conflicting advice and incorrect information from her financial service providers.  Who knew there were ways of filing his taxes to multiply his basic exemption?...or specific planning opportunities to restructure her finances to eliminate the Old Age Security Claw-back she now faces? Knowledge is power and the practical estate administration advice a Certified Executor Advisor can provide is second to none in the industry.  I have walked this journey along side my mom and know what you are facing and would be pleased to help.

Matthew specializes in real estate transactions involving the cherished homes of seniors and decedents.  Handling this type of transaction requires a steady hand, patience and trustworthiness, which he has developed over a decade of real estate experience.  Whether you have a need for an estate sale in the probate phase or are disposing of a property as part of your estate planning process, Matthew should be your first call.  Matthew specializes on North Shore (North and West Vancouver) properties where he has lived all his life. 

Employed with PPI, one of Canada's leading MGAs, I work with insurance and investment professionals seeking to provide holistic advise to their clients.

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 individuals and families).

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.