Find a CEA

I work for TD Private Wealth Management as a Wealth Advisor. I work with clients to help them find solutions to: build their net worth, implement efficient tax strategies, protect what matters & leave a legacy.

I do this because my granfauther was killed I  a farm accident and the handling of the estate was almost as tragic as losing him. I got my CEA designation to make sure the estate problems don't happen to other family's.

We are here to support Executors in completing their duties effectively and efficiently.  

Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011.  

Samuel focuses on providing insurance and estate plans to recently graduated professionals as well as young families and business owners. His goal is to ensure that your insurance and estate plans will help to protect you, your family and business despite any of life’s unforeseen obstacles.

Samuel graduated from University of Western Ontario in 2011 and in 2012, graduated from the Financial Services Practitioner Graduate Program at Seneca College.  Samuel is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU). Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).

Tara Webster offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We are a community-driven practice, based in Sarnia, and are committed to Lambton and the surrounding area. We’ve provided wealth management services since 1992.

Our team will:

• Simplify your entire financial life
• Create peace of mind by reducing your financial concerns
• Guide you through critical financial events including your estate planning needs
• Deliver tax-efficient strategies across all aspects that improve your financial position
• Proactively adjust your plan as opportunities are identified

I believe that everyone should experience financial freedom and peace of mind which is why I am committed to helping my clients improve their financial well being. 

Together we will build and follow the living plan, taking into consideration wealth management, tax minimization, risk assessment and estate planning with a focus on knowing how assets transition to the next generation.   

In addition to  holding a Certified Financial Planner, CFP designation, I am an Elder Planning Counsellor, EPC and Registered Retirement Counsellor, RRC.  These designations offer an depth understanding of the unique needs of those nearing retirement and already retired. 

As a Responsible Investment Specialist, RIS I help clients incorporate environmental, social and governance (ESG) factors into the selection and management of their investments. 

I offer custom advice to each clients specific situation, inspiring financial confidence.   

Rick provides expertise and financial counsel to professional athletes, entertainers and their families. Together with the Advisors at ONE Sports + Entertainment Group LLC, Rick incorporates estate planning and multi-jurisdictional wealth strategies into the client’s existing Wealth Management Plan. With a strong knowledge of both German and French, Rick has extensive experience servicing High Net Worth clients and Athletes in Continental Europe, having spent 4 years with the International division of a major Canadian Financial Institution.

With over 37 years of experience in the financial industry, Rick brings his significant strengths in the key areas of will-planning to the ONE Sports team. Rick has a BA from Wilfrid Laurier University, has earned his PFP (Personal Financial Planner) designation from the Canadian Securities Institute, his CSC (Canadian Securities Course) from the Canadian Securities Institute and is a Registered Trust and Estate Practitioner (TEP). Rick is a Waterloo Ontario Canada based graduate of SMWW’s Hockey GM & Scouting Course in March 2020. His scouting market is concentrated in South Western Ontario with a keen interest to serve the German market, specifically in the Penny DEL and DEL II leagues.

When not spending time with his wife, adult children and two grandchildren, Rick enjoys golf, skiing and travel.

As a financial advisor for the past 20 years and working in the financial services industry for close to 30 years. I believe I am uniquely qualified to help clients and families through all stages of their lives. I have helped numerous family members of my clients deal with their legacy planning. We offer mutual funds, Insurance Products, Guaranteed Investment certificates, TFSA's, RRSPs, RRIFs and RESPs. You can have comfort in knowing that Wever Financial has been here for many years and we have the staff and the experience to be here for many more. We look forward to working with you in the future.

Neela advocates for open discussion and preparation in the
event of life-changing illnesses to better equip families to understand the
burdens, both financial and emotional, of long-term care costs.

Her relatable style inspires families to examine their
longevity planning and empowers them towards a fresh conversation about viable
options. Neela presents an empathetic approach when assisting
clients with their finances and draws on her firsthand experience from having
her first career in long-term care and from being a caregiver to her parents
for more than a decade of her life. 

Neela White is partner and co-founder of Blue Wing Advisory
Group, Raymond James Ltd. She has more than 25 years working in the
financial industry, providing insight and inclusive wealth management services
for a variety of clients as both an aging specialist and senior portfolio
manager. 

She is a graduate of the University of Western Ontario with
a degree in Psychology, from McMaster University with a degree in Gerontology,
and a certificate in Thanatology. In addition, she is a Certified
Professional Consultant on Aging (CPCA), an Elder Planning Counselor (EPC), and
a Certified Executor Advisor (CEA).  A
senior portfolio manager with a twist, she is a Certified Patient Navigator and
Certified Dementia Care Provider.

Through the Home Hospice Association, she completed a course
on becoming a death doula. Currently, Neela is working on a book for
caregivers, care recipients and the sandwich generation. 

As an active speaker about caregiving and aging, the cost of
aging, health care navigation and the sandwich generation, Neela often
participates in conferences, interviews, podcasts, and educational events;  most recently the Ivey Professional Leadership
Program (UWO). 

She has also been featured in industry publications such as
the Wealth Professional, My Business Magazine, Best Health magazine, and the
Advantaged Investor podcast. Neela is an active member and presenter
for the Canadian Securities Institute and was a participant in their Financial
Health for Seniors initiative. Neela has created an educational
webinar series, The Open Dialogue on Aging™, now in its fourth year.  It’s  focus is on all aspects of aging.  Neela is also the author of a monthly
newsletter titled Perspectives on Longevity™.

Almost ready to retire after 31 years in the business. But I am a big believer and promoter of the RDSP and with helping families on the health care side of legacy planning. This course looked very interesting to me as I think it will help with what I am doing to help instruct and follow things like ODSP, DTC, RDSP, Henson Trust and more.