Find a CEA

Employed with Access Credit Union for 15+ years. We provide financial services to more than 200,000 members. With being the largest Credit Union in Manitoba the CEA program will assist in providing excellent extended service to our membership. My additional credentials include Accredited Financial Service Rep, Accredited Consumer Residential Mortgage Lender and Fellow of the Credit Union Institute (FUIC).

I work on a dedicated legal team at Wyper Law. We help many clients with estate planning, applications for a grant of probate, and applications for estate administration. I've been in this field of work for several years and really enjoy being able to support people through what can often be a challenging process and difficult times. Our goal is to make the process as smooth and stress-free as possible, offering clear guidance and a friendly, understanding approach. 

My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children, my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I understand a client's goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.

I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.

From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a financial advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.

Born and raised in Alberta, Paul Newcombe has been providing families with experienced and effective legal representation for over forty years.

Paul understands the difficulties families face when it comes to making the important decisions involved in planning for the future, and just how important it is to have empathetic and experienced guidance in making them.

With an educational background that ranges from a degree in Economics at the University of Calgary, a Constitutional Law certification from the University of Oxford, England, to a Law degree from the University of Alberta (Edmonton), he is well qualified to advise clients on the legal aspects of Wills and Estates.

After receiving his Law Degree, Paul and his family settled in Calgary. He has served as a director of the Calgary Regional Arts Foundation and with the Heritage Park Society. He also represented the Blood Tribe of Alberta in establishing Canada’s first armed Indigenous Police Force and regularly woke up really early for many years to drive his children and the neighbourhood kids to both hockey and volleyball practice.

An ethical and consummate professional with a diverse background in the financial industry, immigration consultancy, and Vietnamese language interpretation. A lifelong learner committed to continuous growth, with a proven track record of delivering positive client outcomes. Known for a client-centric approach, clear communication, and the ability to navigate complex situations with integrity and care.

Locally owned boutique full service financial planning firm in the Annapolis Valley.  

Retirement Planning 

Estate Planning

Complete Financial Planning Process

Investments

Insurance

Vision Financial Inc. is an insurance and investment advisory firm based in Cochrane, Alberta that serves clients throughout western Canada. 

We offer our insight and expertise to clients seeking financial coaching for both personal and corporate affairs.

We believe in building strong relationships with our clients and pride ourselves in providing old-fashioned, professional service. By partnering with industry experts, we ensure that we can offer you a full range of products and services to meet the unique life situations and challenges experienced by your family or business.

Our insurance brokers are able to assist clients with quotes for life insurance, disability insurance, critical illness insurance, long term care insurance, health and dental plans, and travel insurance quotes. We also specialize in guaranteed-issue, non-medical exam insurance for seniors and clients with difficulty qualifying for traditionally underwritten insurance products. 

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

In business as a CA since 1985, servicing small and medium sized clients for financial statement, personal and corporate tax returns.

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation.  At Caledon Hills Private Wealth, we pride ourselves on our client service record and genuinely helping clients achieve their financial goals.

Victory Advantage Wealth & Asset Management Inc. is a dedicated financial services firm offering personalized expertise in estate planning, retirement planning, business incorporation, financial planning, and tax planning. With a focus on empowering individuals, families, and business owners, they guide clients through critical financial milestones using a collaborative and client-centered approach.

Velma Noble brings a warm, compassionate, and hopeful therapeutic stance to her private counselling practice established in 2004. She employs a holistic approach (mind, body, and soul) that is equally balanced with a practical, strength-based approach. By forming safe therapeutic relationships with her clients, Velma helps facilitates a healing process that brings relief or resolution to distressing emotions or life situations.Primary areas of clinical focus include depression and anxiety, grief and loss, major life transitions, stress management, marital enrichment, divorce care, family communication, spiritual care, empowerment and assertiveness training. Velma also offers individual, couple, family counseling services as well as a number of unique group programs such as: phototherapy and CALM: a unique program for individuals recovering from marital separation.Velma has a Master of Arts degree in Pastoral Psychology and Counselling. She is a Canadian Certified Counsellor (CCC) through the Canadian Counselling and Psychotherapy Association. In addition, she is a Pastoral Psychotherapist (# 477AB11) with the Professional Association of Canadian Christian Counsellors. She completed a BA in Sociology and Economics from Acadia University, and Supportive Counselling diploma from Mount Royal University. Velma brings twenty years of experience as a financial advisor and life coach.