Find a CEA

I became a class 1 Funeral Director in Ontario in 2015. My career began in Richmond Hill in 2012 and am currently working in Markham. We serve many communities of various faiths and cultures. I take great pride in supporting the families we serve in their time of need. It is a true honour and privilege to be a resource for the grieving and help them in any way I can. 

Owner of Carmquin Property Appraisals in Nova Scotia.Carmel conducts appraisals of commercial, industrial, agricultural and residential properties. She is experienced in other functions in the appraisal of properties such as consultancy, research work, compiling comparable data banks for commercial and residential appraisals, market analysis, computer programming and data entry.Carmel has provided appraisals of large commercial office buildings, retail stores, industrial buildings, nursing homes, motels, hotels, and agricultural properties, as well as fish plants, commercial wharves and vacant land. She has also prepared Valuation Day valuations for capital gains tax, replacement costs and “actual cash value” for insurance purposes, appraisals for mortgage, financing for sales and refinancing, estate sales, assessment appeals, and settling of estates.
Carmel is a member of the Appraisal Institute of Canada, Ottawa and has testified before the Supreme Court of Canada as an expert witness.

My name is Kait O'Reilly,. I have a Bachelor of Commerce(Honours) from Memorial University and a Juris Doctor from Schulich School of Law at Dalhousie University. I am also working on my Trust and Estate Practitioner designation from the Society of Trust and Estate Practitioners. 

I am passionate about providing legal services in Wills and Estates in a timely manner with avid due diligence.

www.linkedin.com/in/kaitoreilly

I understand that good financial advice is more important
than ever.  As such, I take a long-term
approach to planning.  I believe that a
detailed plan, reviewed and updated regularly, will ensure that you have access
to the financial resources necessary to realize your goals and stay on
track.  I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.

I've been helping pre-retirees, retirees and small business owners with:

- Estate Preservation/Transfer

- Business transitioning

- Risk Management

I have been in the financial industry for over 30 years in various roles from service, management and now as an Advisor with Empire Life.  I am very customer-centric with a strong focus on service and communication.

My clients will always be treated with respect and have full transparency and confidentiality in all aspects of working with me.

I am a CPA, CA, TEP, CEA with over 35 years experience assisting clients with financial planning matters.  

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Our mission is to be a sought-after partner, key resource and essential stakeholder at the decision-making table for family-operated businesses in providing the design and structure of legally sound, tax efficient, community-centric, financially healthy practises.

St. John's Dixie Cemetery and Crematorium is a Non-for-Profit organization that works with many Funeral Homes in the GTA. We work with families when selecting a final resting place.

A long career of the full financial organization of personal, business, and investment records of my clients, primarily high net worth individuals and small to medium sized business owners and managers.  That responsibility extends to the beneficiaries of their life long work.  For both them and their families, having someone at their right hand with a personal, comprehensive and confidential connection to all of their financial affairs, can be the best gift of all.  What needs to be done, by whom, and when.  And the best time to arrange all of that, is now.