Find a CEA

I had almost 20 years of working as a Legal Assistant with Lawyers in the Burlington area until I made the move to being a Financial Advisor in 2013.  I have joined Carte Wealth Management at the end of 2023 with other Mutual Fund advisors and Life Insurance agents.  The CEA Program is a great addition to my credentials to help our clients and their family members during their crisis situations.  I enjoy helping people with their financial journey. 

At Kaleidoscope Financial, we help individuals and families reach their financial goals by following our investment principles: 

• Maintain Objectivity
• Manage Risk
• Be Tax Smart
• Be Cost Effective

I am currenlty working in a head office position and will be offering my services in the future to clients.

CERTIFIED FINANCIAL PLANNER®

wealthstrategies.com

As Market Lead, Danielle leads a team of dedicated professionals, serving clients throughout Eastern Ontario. She and her team are dedicated to providing clients with a personalized service, tailored to their specific needs. 

Danielle and her team work compassionately with trustees, executors, beneficiaries, and their advisors, and are able to assist with all technical matters and work through complex family issues. Whether assisting with estate planning, managing complex trust arrangements, or helping clients through wealth transitions, she and her team are dedicated to offering both strategic guidance and compassionate support. 

I hold my Certified Financial Planner^TM designation,  Chartered Life Underwriter^TM designation, as well as a
Bachelors of Commerce degree with a major in Finance. Along with my two business partners I own and operate a financial services business contracted with Sun Life Financial.

I provide full services financial planning, including but not limited to retirement planning, income planning, life insurance, critical illness insurance, disability insurance, mutual funds, RRSPs, and TFSAs.

My ability to provide an excellent level of service to clients is a result of the team of qualified individuals I am a part of.

I have been with Westoba Credit Union for over 17.5  years in many roles but in my current  role as Estate specialist since April 28^th,
2020.

The Estate Specialist
position was created to ensure a consistent member experience when assisting
members with estates, while still providing compassion in a time of need. This
role is responsible for ensuring that the estate process is handled seamlessly,
which in turn supports the branches in retaining funds of deceased members.
This position looks for ways to do things easier, better, and faster,
contributing to building our Nimble organization.

Building strong trustworthy relationships and
connection with our members and them having confidence and trust in me and
showing that I care about them and listening and seeing them and providing
guidance to help them through their difficult loss of a loved one that they are
not alone in this that I am here for them.

In the world of the great outdoors, an outfitter is a professional guide or guide service that provides clients with access to opportunities and experiences that can be difficult and costly to obtain on their own. 

If you are an angler or hunter, or might be interested in becoming one, we are your outfitters.  We are your guides to wealth and beyond - whether it is financial security, or a harvest of fish and game, or both. 

With our three decades of financial services experience, and a lifetime of fishing and hunting experience, we help you avoid the pitfalls - so you can get the absolute most out of every opportunity in all worlds.  

About Evangeline Wealth Management

As Nova Scotia’s largest
independent Wealth Management Company, we also have access to a broad array of
savings and investment products from all of the major Banks, Independent Investment
Management Companies and also all major Life Insurance Companies.

Biography - David Morse

Independent Financial Planner and Trust and Estate Practitioner with Sterling Mutuals Inc. I provide full comprehensive financial plans, estate plans as well as personal income tax preparation for my mutual fund and segregated fund investment clients.