Find a CEA

 am happy to be serving the communities of Perth, Carleton Place and the Ottawa area as a financial advisor with Edward Jones. When my career with Edward Jones started, it evolved over time with different roles, but I am happy that my journey brought me to taking a role as a financial advisor. Edward Jones has a very unique business model. Our Perth office of two Financial Advisors, my husband John and myself, and two Client Experience Specialists gives us the opportunity to have a very personalized approach. Edward Jones started doing personalized business this way over 25 years ago in Canada and has not strayed from this business model in all these years. It is very important to our office team because we value getting to know people.

I take my time to understand what your individual goals and needs are. I partner with my clients for life, including the ups and the downs. My clients know that I am always here for them, even in the most difficult times. It is also important to understand the level of risk that different individuals are comfortable accepting when investing so we can balance that with the steps necessary to reach your long-term goals and needs.

When I am not assisting our clients with their financial needs, I am busy raising my beautiful daughters, Anastacia and Nikole. John, the girls and myself are a very busy family, living in Lanark on a small hobby farm. As a family we love spending time together, travelling and taking care of our small alpaca herd, Maremma sheepdogs, goats and other farm animals. It is a new adventure for us and we are very excited to be able to be part of such a beautiful community.

I go home every night to my family knowing that I have really been able to take care of my clients.

I love what I do and I am happy to be able to provide for others what I am passionate about.

I am the Director of Business Development for Wealth Stewards.  One of our sister companies is Estate Stewards.  I am constantly asked questions on estate work, estate planning, etc.  I believe I owe it to our clients to be able to both answer their questions on estate planning and help them execute their decisions.  

It's all in here: Daniel Valois, Financial Advisor | Edward Jones

I have worked with individuals, small business corporations, and registered charities since 2001 with IPC Investment Corporation. I hold various degrees, designations and professional qualifications and continue to enhance my offering through continuing education. I currently hold my CFP, FMA, FSCI, and EPC designations and have the distinction of FP Canada Fellow. 

Welcome! I am Janice Van Rooy, an experienced real estate agent serving the Calgary area. 

With a career spanning real estate, wealth management, and estate planning, I bring a unique blend of expertise to help seniors and families navigate major life transitions. As a Senior Real Estate Specialist (SRES®) and Certified Executor Advisor (CEA®), I provide strategic real estate solutions for downsizing, estate sales, and long-term planning, ensuring a smooth and stress-free experience. My background in the financial industry provides me with a deep understanding of the legal and financial complexities involved in real estate transactions, allowing me to offer insightful guidance and practical solutions.

I specialize in helping people find their perfect fit in Calgary, Foothills County, Mountainview County and Rockyview County including Bragg Creek, Priddis, Chestermere, DeWinton, Okotoks and High River. Additionally, I work closely with executors and trust officers to facilitate real estate sales as part of estate settlements. 

My clients value my honesty, integrity, and trustworthy approach, that always prioritizes their best interests. My passion for helping others extends beyond real estate—I previously developed the Peace of Mind Planning seminar to assist individuals with estate organization and future planning. Whether working with seniors, executors, families or trust officers preparing for a move, I am dedicated to making the process as seamless as possible, with proven systems and a trusted network of professionals to support every stage.

Stephen grew up surrounded by a business minded family who taught him the value of working hard and completing the job. He has brought those same values into both the private and public sector. After having  10+ years of experience with managing and developing departments he began studying and preparing to step into wealth management. In 2020 he joined the Bridgeline Wealth team and has found quick success for his clients. 

You can see Stephen often travelling to appointments throughout Central Alberta helping develop a path to success for his next client. If you do see him, make sure to say hi, he would love to catch up and see how you are doing. He is always learning and educating himself to better serve his clientele with a particular focus on working with business owners, helping people navigating the complexities of estate matters and planning for an effective legacy transfer to the next generation.

Certified Executor Advisor CICEA, Financial Concierge team member, Director Superior Family Health Team Board, PFAC Member for Algoma Region.

Financial Concierge™ provides impartial, Professional Executor and Power of Attorneys (POA) services for families, busy professionals, and older adults.
As Professional Executors, we administer estates for a living, understand the regulatory requirements and have the requisite skills necessary to settle estates expertly and efficiently in accordance with your loved one’s wishes. Acting under a Power of Attorney, we provide help with financial and healthcare matters.

If you’re a busy professional struggling to find the time to pay bills, file insurance claims and stay on top of your financial affairs, we can help.

If you’re an older adult and need a trusted concierge to help you age in place free of worries we can provide the support you need.

We offer three professional Executor/POA services:
Appointed Executor and/or Acting Under a POA 
Support your Executor and/or "Attorney" 
Appointed as Administrator/"Attorney" 

A Certified Advanced Business Analyst, I gained my credentials while working for over 35 years at the Ontario Ministry of Finance. 

Barry is a chartered accountant working with Owens MacFadyen Group (OMG) which is an independent wealth management firm. OMG specializes in working with high net worth, high income clients who want to see their goals integrated with the financial strategies and products they employ. Barry's role is to work the client's advisors in dealing with their tax and estate planning issues.

G
Vanden Bosch & Associates has been based in rural Ottawa for over 35 years
servicing primarily small and medium-sized businesses and their owners.  We help our clients navigate the world of
financial numbers,  government demands, and economic changes. With reliable information, we can identify options that create stability,
resilience, and peace of mind.

Irene
Vassalo  BA, CFP®, CEA, EPC, RRC

Principal, IG Private Wealth Management, Vassalo & Associates

Irene thrives on building relationships and knows that
holistic, personalized planning is key to a life well-lived. Those who benefit
most from working with Irene are affluent clients seeking to grow, protect and
share their wealth.  Irene is a Certified Financial Planner® who’s been in
the financial services industry since 1995.  She graduated from the
University of Waterloo and holds the Elder Planning Counselor and Registered
Retirement Counselor designations.  Irene is a familiar face having
appeared in magazines and on radio and television.  She’s also highly
involved in her community through such organizations as She Shares, in support
of St. Mary’s Hospital, and Cambridge Memorial Hospital.

Vassalo & Associates Private Wealth Management's mission is to improve clients' lives by helping them achieve new heights of financial success.  The team's more than 70 years combined experience in financial services has taught them the importance of continuous development, a collaborative approach, and providing a superb client experience.