Find a CEA

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.

As a financial advisor in the retirement capital of Canada, Adam is expressly aware of the ageing demographics in our country and the generational transfer of wealth that is currently under way. Whether through business succession planning, or through trusts and estate planning, clients plans are under constant review to ensure they are structured in the most efficient way possible.

Adam's clients are almost exclusively busy professionals who are used to a high degree of accuracy and accountability; attributes which govern his approach to financial planning.

The entire firm at TPC Financial Group is dedicated to making the most of your current resources, and positioning yourself in a way to see those resources grow, regardles of what stage of life you are in.

Mary Neilans founded AIM for Inclusion to help organizations create more accessible and inclusive environments. 
She also works with older adults to assist them in planning for retirement, recognizing that healthy aging involves being prepared for the many changes and transitions involved with aging.
An Accessibility and Aging Well Consultant for over 15 years, Mary is passionate about helping organizations and individuals adapt to and thrive in changing environments.

Serving as Life and Living Benefits Director with iA Financial Group for over 7 years, I have gained extensive work experience in all
aspects of insurance planning.  My most recent role at iA Financial Group is Director of Sales for the Life Insurance division. The Life Director oversees the activities
of all divisions – Life, Living Benefits and Investments – for the accounts/MGAs that fall under my mandate. This position allows me to
take a more holistic approach to coaching and supporting my advisors and MGA partners. I meet with my top advisors on a monthly
basis to set personal goals with them. We discuss successes and failures that they have experienced and we work together to create
an action plan to persevere and move forward with an upward trajectory. My experience has shown me that I work best in results- driven environments and that I hold exceptional project management and organizational skills. I can work with my organization and
partners to manage timelines and regional budgets.
I have completed my CLU, CHS and CFP designations that have been a cornerstone to my credibility and expertise when working with
advisors. I often draw on my knowledge from these courses to help support my advisors in achieving their goals.

Personal and corporate taxation, strategic financial planning, and operational management.