Find a CEA

I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed and put together slowly to achieve the best result.

Another passion of mine is helping people, this passion naturally guided me into my specialty with Estates and Trusts.  Helping a client plan and navigate through such a difficult time in their lives is truly rewarding.  This may be through a variety of ways such as Executor Support Services and Professional Executor Services..

Outside of the office I volunteer on several committees within the wonderful community of Guelph, as well as can always be found at local parks walking my Labrador Retriever (or he is walking me!)

Professional office with two Financial Planners (Qualified Associate Financial Planner, and Certified Financial Planner) and three Administrative Assistants. We specialize in retirement income cash flow planning, taking inflation and taxes into account. Then, on your income plan, we add investment management as well as legacy and estate planning. Please visit our office website to watch the introductory video.

I am a semi-retired Private Investigator on sabbatical currently volunteering at my local hospital.I have served as a para-director at my local funeral home, and am excited to serve the recently bereaved as an Executor Advisor. I know firsthand how complicated this process has the potential to be, and hope to steer clients through the confusion, consulting allied professionals for their expertise.

A Financial Advisor and independent owner of 3 Co-operators Insurance locations I provide a holistic view of a clients Financial and Risk Managment plan. Although providing property and casualty insurance is a significant part of our business I focus mainly on wealth and estate planning for business owner and farm families. 

Three Hills, Drumheller, Beiseker, and area

20+ years as an advisor focusing on inter-generational wealth transfer; protecting family businesses and farming operations.

I, Glenn Stewart now offer Retirement Planning,
Insurance and Executor Advice to clients. I develop each clients' individual
needs and help them in choosing unique services to assist them in attaining their
goals. So, whether you're seeking Tax Savings, Estate Equalization Advice, Insurance
or Financial Advice, I am here to help YOU. I take an open approach to your
financial health by using my forty plus years of business and insurance expertise
to best meet your individual requirements. Note, as an advisor I am not limited
to any one line of products and not tied to any specific company. I offer
products that suit the clients’ stage in life to help them achieve their
financial goals and dreams.

      Certified Health Insurance Specialist
(CHS™)

      Certified
Executor Advisor (CEA)

      Chartered
Insurance Professional (CIP)

      Canadian
Risk Manager (CRM)

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.  I first became interested in this area after helping my mother through her journey in settling my father’s estate.  She had so many questions and was receiving conflicting advice and incorrect information from her financial service providers.  Who knew there were ways of filing his taxes to multiply his basic exemption?...or specific planning opportunities to restructure her finances to eliminate the Old Age Security Claw-back she now faces? Knowledge is power and the practical estate administration advice a Certified Executor Advisor can provide is second to none in the industry.  I have walked this journey along side my mom and know what you are facing and would be pleased to help.

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.

Christine Stover, CEA

Ontario

Christine Stover is a Certified Executor Advisor (CEA) providing structured, risk-focused guidance to individuals named as estate executors in Ontario.

With nearly two decades of experience across regulated legal and financial professions, Christine brings uncommon depth to executor advisory work. She is a licensed Class P1 Paralegal with the Law Society of Ontario (since 2008) and has appeared before courts and tribunals throughout her career as a senior litigator and advocate. Her background also includes securities and insurance registrations with IIROC and FSRA, and advisory experience with RBC Dominion Securities and Edward Jones, where she worked extensively in wealth management, fiduciary responsibility, and wealth transition planning.

Her continuing professional development includes advanced estate planning studies in high-net-worth wealth transfer, trusts as estate planning tools, tax planning for wealth transfer, business succession planning, and safeguarding elderly clients from financial fraud. She has also served as Curriculum Master and Instructor in Legal Ethics & Professional Responsibility at Fanshawe College, developing licensing curriculum aligned with professional regulatory standards.

Through her CEA practice, Christine provides:

• Executor strategy consultations
• Estate administration education and process guidance
• Ontario probate orientation and timeline structuring
• Executor liability risk awareness
• Asset organization systems and documentation frameworks
• Beneficiary communication structuring
• Ongoing advisory support

In her role as a Certified Executor Advisor, Christine does not provide legal representation or legal advice. Instead, she delivers structured legal education, procedural insight, and fiduciary risk guidance so executors can work effectively and confidently alongside their retained legal and tax professionals.

Executor Blueprint™, her forthcoming structured advisory platform, will provide Ontario executors with disciplined systems and practical tools designed to reduce overwhelm and protect fiduciary integrity. She looks forward to serving you.