Find a CEA

After a successful career in Supply Chain Operations, Michele is directing her energy toward helping individuals understand, start, and refine their estate plans with clarity and confidence.

I am a Certified Executor Advisor, Certified Financial Planner, Chartered LIfe Underwriter, and Certified Health Specialist focusing on Pre and Post Retirement Planning and Estate Planning.  As a provider of both a well rounded full financial plan or using a modular approach, I am able to meet my clients needs and help them meet their goals in a way that suits them and builds a long term relationship.

Heritage Funeral Centre has served families for four generations, offering funeral services, cremation, estate planning, executor support, and pre-planned arrangements with compassion and professionalism. We guide families through every step, providing peace of mind and care when it matters most.

Fawcett Funeral Home is a family-owned and operated business providing service to the bereavement sector for over 100 years in Canada. While we have helped many families through the years, deal with the loss of a loved one, we also do what we can to help them with the "next step". Taking care of an estate can be difficult, so we do our best to guide them through this process as best we can. 

Leo Nagaoka is a REALTOR® based in Burnaby, B.C., serving the Metro Vancouver market with a focus on estate-related real estate and executor-supported transactions. He specializes in helping families and executors navigate the sale of estate and trust-involved properties with clarity, structure, and care.

Leo works closely with lawyers, accountants, and financial professionals to ensure that each real estate decision aligns with the broader estate process. His strength lies in bridging the emotional and practical sides of estate real estate, while protecting both asset value and family relationships.

I've been a Financial Advisor working with Canadian Incorporated Professionals and Business Families since 2009. 

I walk clients and their families through 3 seasons of finance : Accumulation, Protection and Succession. 

We are a 45 personal accounting firm servicing small business, agriculture and service industries. We provide assurance, tax, estate and financial planning services to our clients. I have been in public accounting since 1990, articled with Ernst & Young and obtained my C.A. (CPA) designation in 1994. I became a partner at my present firm in 2000 and then became a CFP professional in 2014.