Find a CEA

I am a CPA, CA with many years of experience in tax planning and in the preparation of tax returns for deceased individuals, estates and trusts.  I enjoy helping individuals, whether it's someone who needs assistance developing an estate plan to achieve peace of mind, or an executor who needs help with the many challenges in their important role. 

Estate Specialist | Founder, New
Dawn Financial

Shannon Williams is an Estate Specialist and the founder of New Dawn Financial, dedicated to guiding estate executors through the complexities of estate administration with clarity and confidence. With over 12 years of experience working directly with Estate Trustees and 20 years in the financial services industry, Shannon has helped countless executors navigate their responsibilities, avoid costly mistakes, and ensure a smooth estate settlement process.

Holding prestigious designations such as TEP (Trust and Estate Practitioner), CFP (Certified Financial Planner), CEA (Certified Executor Advisor), and MTI (Master Trust & Estate Practitioner), Shannon brings a deep level of expertise and insight to every client. Unlike traditional estate services that focus solely on paperwork, she takes a personalized, step-by-step approach to simplify estate administration while providing the support executors need during an emotionally challenging time.

Through New Dawn Financial, Shannon helps clients stay organized, communicate effectively with beneficiaries, and ensure compliance with all necessary financial and administrative obligations. By breaking down complex estate tasks into a clear and manageable process, she empowers executors to fulfill their duties with peace of mind and confidence.

Independent Financial Advisor since 1994.

Del is a Financial Advisor, primarily for retirees,  as well as successful professionals and business owners who aspire
to financial independence and a "work optional" lifestyle. He has
developed and refined a process that puts the pieces of the financial puzzle together for
his clients as their life unfolds and needs evolve. Retirement planning, estate
planning, risk management planning are a big part of the process, as is debt
and cash flow planning. Del works with his client's other professional
advisors, such as lawyers and accountants, to facilitate a team approach to
financial planning.

I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several other industry certifications, including the Chartered Investment Manager and Certified Financial Planner designations.  I am a member of the Canadian Association of Gift Planners. I am registered as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.

A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their personal and financial goals with a particular emphasis on wealth building, investment, insurance and estate and legacy planning.
Frequent speaker on Estate Planning; Elder Law and Financial Planning; Pre-Planning and Legacy Planning; Benefits and Group Pensions.

Specialties: Estate and Legacy Planning; Investments; Insurance; Business Coach

Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner in helping you reach your financial goals and dreams.

 赵萌, 特许金融分析师，最喜欢这个职业的地方就是她有机会帮助他人实现财富目标，解决财务问题。Amanda觉得她的使命就是“传道 、授业、解惑”：不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要了解金融理财的基本理念，提前规划的必要性，财务安全的重要性，家族财富传承的可行性，以及企业和个人免税延税的合法性。Amanda一直秉承财务规划的量体裁衣性，为每一位客户量身打造通往财务自由的成功之路。

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.