Find a CEA

Gina
Vliet, founder of Charon Consulting and Executor School, offers expertise in
end-of-life planning, executorship, and resilience building. She educates small
groups and families, helping them navigate issues related to death and dying,
empowering them to take control of their end-of-life journey to leave better
memories for loved ones.

Her expertise has been featured on CBC, and she has hosted over 60 Death Cafés. She
also contributed to the creation of Compassionate Alberta, a province-wide
project to raise awareness and provide resources for palliative care and
advance care planning.

With over 20 years in leadership, certification as an Executor Advisor, education in
funeral services, and experience as an instructional designer and facilitator,
she takes a practical and fun approach to helping people acknowledge their mortality and plan for their inevitable demise.

I have a BsC in Business Administration and majored in Finance and Economics. I am a Financial Advisor and service HNW in Sylvan Lake. I heard about CEA through our firm. 

Tyler started Hope Financial Solutions as a personal finance coaching business in 2021. Tyler has a heart to help those in grief and need, bringing clarity and stability to their financial situation as they mourn the loss of a loved one. As a CEA, Tyler is privileged to be able to step into situations of loss, and bring peace and clarity to the financial situation.

Tyler has been a fully accredited CPA since 2015, and recently completed his CEA accreditation. Tyler has worked in a variety of corporate financial roles for about 15 years before branching out to start his own business.

Tyler is happily married with one child, and lives on Waterford, Ontario.

At 24, I became the executor for my mother’s estate, a role
that deeply shaped my career and understanding of estate administration. This
experience occurred forty years ago and imbued me with a profound empathy for
executors facing similar challenges.

Leveraging my background in business and the credit union
system, I offer expert advice and empathetic guidance to those navigating the
complexities of executorship. I understand the emotional and logistical hurdles
firsthand—from making critical decisions about autopsies to navigating family
disputes and managing significant financial obligations.

Margaret Walker is a dedicated individual with a passion for family and community. Over the years, she has enjoyed walking and spending quality time with her loved ones. Margaret also has a creative side, indulging in crafts and games that bring joy to her and those around her. Her commitment to service is evident from her 13 years of volunteering with the Girl Guides alongside her daughter, fostering a spirit of teamwork and leadership in young girls. Margaret's diverse interests reflect her vibrant personality and dedication to enriching the lives of others.

23 years in the financial planning business. I help my clients take what is important to them and make it a reality. I specialize in Retirement Planning, Wealth Management and Group Pensions and Group RRSPs. I am a CFP, CLU and a Qualifying and Lifetime Member of The Million Dollar Round Table.

I am a Financial Advisor who specializes in Retirement Income Planning, Tax and Estate Planning in the Hamilton area.

Camby has over 20 years of experience working with individual investors to achieve their unique, long-term goals as a financial advisor with London Life (Canada life). He is trustworthy, knowledgeable and experienced, and a MDRT Member of 23 years. 

I am a Financial Planner of Sun Life Financial. My goal is to help my client to reach their financial goals. My service includes:

Financial Management 

Retirement Plan

Estate Plan

I have been a financial advisor with Edward Jones for more than 14 years serving clients in BC, AB, ON and QC. I partner with my client support team members Judy Zhu and Wendy Mo to serve all your financial needs. I'd like to spend time in understanding your financial needs, goals, priorities and life purpose. And then partner together with you to provide you the financial strategy that is perfectly tailored to you.

I am a Certified Financial Planner® and Certified Executor Advisor® professional and I also hold a license as a Canadian Life and Disability Insurance Agent. I am honoured to serve as a Regional Leader and General Partner for Edward Jones where I have the opportunity to coach and mentor our up and coming advisors.

When I am not in the office I love to spend time with my family. I like travel and enjoy different kinds of sports including running, golf, badminton, biking, and skiing. I am a marathon runner and completed more than 10 marathon races.

I am bilingual, fluent in both English and Mandarin Chinese.