Find a CEA

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.

I am an Estate and Insurance Planner with Odlum Brown Financial Services Limited. I have my CLU, CHS, TEP and CFP designations and wish to continue my education to support my clients.

Jeff began his advisory career in 1988 and created We Listen Financial Planning Solutions in 2007. His focus in the practice is the development of financial plans for his clients. As such, he is in demand from other advisors and offices to demonstrate the importance of financial planning for Canadians.

Jeff is a graduate of the Financial Planning program at Seneca College and also holds the Elder Planning Counselor (EPC) designation – focusing on working with seniors. He is also a Registered Health Underwriter (RHU) which focuses on the living benefits aspect of insurance. He holds the RIS designation which earns him the title of being a Responsible Investment Specialist. Finally, Jeff holds the prestigious Certified Executor Advisor (CEA) designation. With this designation, Jeff has the practical knowledge to be able to advise those who are acting as executor / executrix.

Jeff has four loves in his life – his family, his practice, travelling and basketball.

As a Certified Executor Advisor (CEA), I help individuals, families, and
business owners navigate the often-complex responsibilities that come with
estate and financial planning. My goal is to bring clarity, peace of mind, and
a practical plan forward—so you and your loved ones can focus on what matters
most.

Services I
Provide:

• Guidance for executors, trustees, and power of attorney
  appointees


• Estate planning strategies and coordination with legal, tax,
  and financial professionals


• Insurance and risk management solutions to protect families
  and businesses


• Financial needs analysis and retirement income planning


• Business succession and legacy planning

Credentials:

• Certified Executor Advisor (CEA)


• Licensed in Life & Health Insurance


• 15+ years of experience in insurance, financial planning,
  and estate advisory


• Member of professional associations and active in my local
  parish and community

What Makes Me
Different:

I believe estate and financial planning isn’t just about money—it’s about
people, values, and legacy. My approach combines professional expertise with a
personal touch. Clients appreciate my ability to explain complex issues in
plain language, my proactive problem-solving style, and the care I take in
walking alongside families during critical life transitions.

When I’m not working with clients, I enjoy
being active with my wife and two children, volunteering in my parish, and
keeping up with sports and community events.

As an independent agent, I believe that I serve my clients best by having access to most of the major life insurance companies in Canada. By dealing with a wide range of companies, I can help my clients choose the right solution to their life insurance and living benefit needs.

I provide group employee benefits to individuals and small businesses.

I am also a licensed mutual fund representative through Investia (a member of the Industrial Alliance Group).

I maintain a CLU (Chartered Life Underwriter) designation as well as CH.F.C (Chartered Financial Consultant) and CEA (Certified Executor Advisor) designations.

We are proactive in ensuring our clients have their estate plans in place and have assisted many families with their estate duties on the passing of a loved one. Mike is currently the executor of his father's estate who passed away in late 2023. He knows the challenges executors face and can provide you with the experience and perspectives of several estates that he has assisted with.

Mike Sukhram is a financial advisor with Carte Wealth Management Inc. - Main Street Advisor Group. 

Learn more about him at: www.msadviser.ca or on LinkedIn