Find a CEA

Christine (Tina) Abarquez is the President of Abarquez Group Inc., a company she co-founded with her father in 1997.  With a focus on Retirement, Estate and Tax Planning using both investment and insurance strategies, Tina takes great pride in helping her clients plan and achieve their goals.  Tina has a degree in Administrative & Commercial Studies (majoring in Finance and Economics) from Western University and she is a designated Certified Financial Planner, Chartered Life Underwriter, Certified Health Insurance Specialist and Elder Planning Counselor. In 2000 Tina became a Qualifying Member of the Million Dollar Round Table and has been a Life and Qualifying Member since 2009. Away from the business, Tina enjoys boating, fishing, and spending time with her family. 

I am a financial advisor who has the accreditation of PFA . I service both individuals and corporations on their investment/insurance needs. I work  for my clients to make sure we come up with a Retirement plan that will suite their needs in the present as well as the future.

As a Certified Financial Planner, I look at how all parts of a client's financial plan are working together to help them achieve their goals. As life events arise, I help navigate and pivot the plan to accommodate the new changes. As a CEA, I can better focus on the Estate Management side of the plan and make sure that an Executor knows how to execute a client's wishes. 

I am a CPA currently working with a public accounting firm. My experience includes tax planning, and preparation of tax returns for deceased
individuals, estates and trusts.  My goal is to create a stress-free environment for the executors to settle the estate.

I completed my CPA in USA before moving to Canada and currently work as Finance Manager for a multinational. I'm learning CEA to offer advisory services for estate executors.

Professional Summary:
Experienced Financial Planner with a demonstrated
history of working in the financial services industry. Skilled in Retirement,
Taxes, Estate, Investment, Risk Management, Training, Finance, and Insurance.
Strong finance professional graduated from Advocis, CICEA, CIFP, Knowledge
Bureau and FP Canada.

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Kelly began his financial planning career in 1989 with
Canada Life as a Career Agent.  He left Canada Life and went into practice
with Ken Holliday to form H & A Financial Advisors in 1996.

Kelly earned his designation as Chartered Life Underwriter
(CLU) in 1994 and his Chartered Financial Planner (CH.F.C) and Certified
Financial Planner (CFP) designations in 1997.  He has been a member of
Advocis and the National Association of Financial Planners since the start of
his career.  Kelly also served 2 terms as chairman for the complaint and
investigation committee of the Life Insurance Council of Saskatchewan.

We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

Have you just launched your career? Get off to the right start with a solid financial security plan for
today and tomorrow.
I’m here to help you see your financial options without complex jargon – so you have a clear
understanding on how to take control of your future.
Whether you’re saving for a down payment to buy your first home, a trip around the world, or the
freedom to stop working entirely, I can help you develop a custom financial security plan to put you
on the right track toward financial independence. Contact me today.

I have been practicing in the family market for the past 50 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.

I am about 95% retired as I have sold my Life Insurance Book of Business in 2020 and my Investment Book of Business in 2021. However, 7 of my Investment clients requested that they remain with me. There is no new business coming from these 7 clients. 

I will be 100% retired at the end of 2023. 

Dixie Allen, CEA is a seasoned business professional with 4 decades of experience in the Financial services industry. A McGill management institute graduate bringing her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance  and Estate Planning to her clients. 

As an author and public speaker, she has been a pioneer in bringing matters of personal financial planning to the Canadian public. Her book Here's The Plan is widely held as a go-to book by financial advisors across the country. 

Today, her leadership skills and expertise is providing direction to Estate Executors and Legacy Planning.

"Legacy Planning is not a product, it is a process" Dixie Allen, CEA