Find a CEA

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.

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.