Find a CEA

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.

I am a FCPA,FCA,CGA,CFP,ICD.D and advising retired partner from a public practise firm in Alberta.   I already have significant experience acting as an executor for many different estates from farms, businesses, simple and complicated estates including insolvent estates. my goal is to help people through this process and use the years of experience ive gained to ease their burden

I am co-founder of Prairie
Wealth Planning Consultants - a fee-based and independent financial planning firm based in Brandon, Manitoba.  

I
serve as lead the Financial Planner for a select group of professionals,
business owners, farmers and seniors - providing perspective and financial clarity when needed.  For many, I become somewhat of a Family CFO.

I have been advising clients for 30 years.

I am dedicated to raising the
professional bar of the financial planning profession.  I served on the board of the Western Manitoba
Chapter of Advocis for 9 years and am an advocate and member of both the
Canadian Association of Farm Advisors and the Financial Planning Association of
Canada.


In additional to being a CEA, I obtained several insurance, investment and
financial planning designations, including Financial Management Advisor (2003),
Certified Financial Planner (2003), Fellow of the Canadian Securities Institute
(2004), Certified Professional Consultant on Aging (2009), Chartered Life
Underwriter (2011) and Elder Planning Counselor (2021).

Life will always give us challenges, it is up to you if you react, or respond, let’s build a strong plan and have a choice! Helping you find safe footing during the storm of life, securing your finances with proven financial strategies and strong financial products to see you through.

As an accredited financial advisor, I look forward to seeing how I can help you!

Richard is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Investment Manager, Certified Executor Advisor and owner of WealthSmart Incorporated. He has instructed many financial workshops since 1994, including Financial Strategies for Successful Retirement and The WealthSmart Workshop series. He is also available to businesses and community groups for speaking engagements.

His business experience since 1985 has ultimately taught him that nothing is more important to people than changing their worlds. The same experience has also allowed him to see through a lot of the noise in the financial industry and to favour science over speculation. 

Born in Winnipeg, Manitoba, his heart is right here in Richmond, BC, where he has lived since 1970. He and his wife, Zinha, have three awesome sons – Peter, Matt and Daniel.

The whole family has been involved in the community in many ways and feels it is their mission to helping others achieve their dreams. Richard is dedicated to lifelong learning and loves time with family, cycling, hiking and photography.

My other credentials include;  CFP - Certified Financial Panner & EPC - Elder Planning Conselor

I am a holistic advisor, I have been contracted with Sun Life 14 years.

My services include;

Life/Health Insurance, Investing, Financial Planning, Health Benefits, Group Benefits, pensions, Estate planning. 

I have been in the finance industry since the late 90's when I graduated form NIAT's Finance program.

I have worked at a bank, run the finances of a good sized Edmonton business, and have also earned a CPC  payroll designation and did payroll for Alberta, NWT and Nunavut RCPM Guards.

I have also been the executor for both my parents.  My dad was self employed, so a bit more complicated then the average.  These experiences helped me see the need for proper information and also the need for someone with a the skills and experience to help navigate the waters for clients. This experience has helped me assisted my own clients.

I see the value of this designation since I had actually considered doing this as a business on its own.  But I think I can assist more people before the time comes, to make the right choices, to ensure their wishes are met when the time comes as cleanly as possible.

I have been working in the financial services industry for over 30 years.  During that time, I focused primarily on Risk Management and Compliance.  However, my love has always been assisting members with Estate Administration.   I was delighted to have this learning opportunity with the Canadian Institute of Certified Executor Advisors.  I learned a ton about Estates and am looking forward to applying what I have learned in my interactions with members and other employees.  I am also looking forward to networking opportunities with other CEA graduates.  

Mauricio is originally from Mexico City and grew up in a business family. He completed his MBA at the University of Saskatchewan, and has now lived in Canada for over two decades. Mauricio is passionate about supporting his clients with the various aspects of their wealth needs. With over 16 years of experience in financial services, Mauricio has provided personalized, discrete financial counsel to a select group of affluent families and their businesses throughout western Canada. Mauricio works with a talented group of professionals at BMO Commercial Banking, Corporate Finance Division.

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.