Find a CEA

Making an impact in my clients' lives means everything to me and I do this by giving them a clear vision of their financial future and helping them plan for it.

Listening to and understanding their life goals are hallmarks of the success of my practice and I work hard to build financial strategies that help safeguard and protect their financial future. 

I have helped many families reallocate their financial resources to find new opportunities, not only for wealth creation, but also for significant legacies for their family and community.

Rob Sylvester CFP, CLU, CHS, CEA

With over 25 years of industry experience, Rob has developed extensive expertise in the areas of financial and retirement planning, investment management, life/disability insurance, taxation and estate planning. 

Having lived in the US for several years before returning to Canada in 2014, he has also acquired a strong working knowledge of cross-border tax, immigration and estate planning issues. 

Rob resides in Mississauga, Ontario and offers comprehensive financial planning advice on a fee-for-service basis, primarily to clients in the Greater Toronto Area. He prides himself on his personable, detail-oriented and client-focused approach.

My work, with respect to estates, typically begins with the pre-planning stage by creating a detailed Estate Plan. I work with my clients to ensure that their intentions for all their worldly assets after their death are properly aligned with the written instructions in their Will and other related documents. This Estate Plan is configured to make everything as simple as possible for the Executor (and beneficiaries) and to be as tax efficient as possible – for both my clients while alive and for their eventual estate after they pass away.

My ultimate goal for my clients is to avoid the necessity of Probate entirely. Probate is a lengthy, complicated, expensive, and often unnecessary process. This goal is not always achievable, for a variety of reasons, but I am always able to reduce the complexity of the estate-settling process when I am involved at the pre-planning stage.

When my services are engaged at the estate-settling stage, I work closely with the designated Executor(s) to ensure that they remain on track and follow the established framework. Settling an estate is a lengthy and complicated process, whether Probate is required or not. I am here to assist my clients complete this very significant task as efficiently as possible, ensuring that everything is completed correctly to minimize their personal financial risk involved with being an Executor.

Learn more about me at www.kingstonfinancial.ca

With over 20 years of experience in the Financial Services Industry, my career began by assisting clients of Financial Advisors with cash flow and mortgage needs, and later expanded into comprehensive financial planning. Throughout my career, I’ve observed that few advisors offer a truly holistic approach to financial planning, which has shaped my passion for helping clients navigate all aspects of their financial lives—both immediate and long-term.

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.

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 and follow a plan. Kelly leverages his unique strengths along with his academic knowledge and work experience to contribute to the team effort inside this system. He is passionate about financial literacy related to decision making and discussing how to use your available resources to get what you want out of life. Kelly knows that you don't have to compromise if you're willing to sacrifice, which is about trading up, not trading off. 

The Tower Group's wealth creation process teaches you the balance among all facets of life. The objective is to maximize the enjoyment and benefit you receive from your money using it as a tool to get what you want out of life. We teach you how to grow it, direct it, how to save it, share it with those that mean most, and eventually be a steward, passing it forward to those people and causes most important to you.

James is a graduate from the
Odette School of Business at The University of Windsor, where he graduated as a
double major in both Finance and Management Science with a minor in Information
Technology. Prior to that, James attained a Business Marketing Diploma from
Humber College.

Shortly after completing University, he won two entrepreneurial
contests and was awarded seed funding from the University of Windsor and Humber
College to pursue a creative passion and entrepreneurial endeavor. Attaining
the vast array of business acumen and seed capital has helped him launch his
own business and curate an e-commerce/ social media website. He successfully
launched his website on Nov. 15, 2015, and now has a fully operational side
business.

He is an accomplished sales professional with more than 20 years
of experience and holds a record of overachievement. His greatest passion is
helping others succeed. He's helped many individuals over the years with his
previous employer at RBC, and now does so as a proud Senior Advisor within CAA
Club Group Advisory. He is also a family man, “married to a beautiful wife and
father of 2 darling little girls” he says.

His best days are when he finds ways for his clients to reach closer to their ultimate financial goals. James says, “I'm honored to
deliver expert advice and customer service. It pleases me greatly to know that
I can make a positive impact in someone’s life, and it truly brings me joy to
watch others succeed. Finding the right solution(s) for an individual or family’s
needs is an art, and I pride myself on being a very creative artist. I always engage
creatively in solutioning for my clients’ unique needs.”

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 uncertainty and
loss I am available to assist you through the logistics of the estate providing
you time to grieve and adjust to the new reality. Assisting to reduce the
family stress  that often arises with administering an estate.

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.

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 qualifications in engineering combine with studies in economics, law, philosophy, and photography to round me out as an individual and give me a unique perspective on life.  

Being able to service every client need from investing (my passion) to retirement planning and estate planning, you might say I am infatuated with the holistic process and how it helps my clients.  I love to watch their stress melt away as they connect the dots between each important function.  

Those are "light bulb moments" that I love being part of.

When appropriate, I take on the role of 'teacher' to explain concepts in simple language to those who may want or need it.  My 'job' isn't a job, its my hobby.   I love it and live it.  I couldn't ask for me.

Call me, that's all it takes. It will be worth it.