Find a CEA

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.

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.