Find a CEA

I am an Associate Financial Advisor at Assante Financial Management. Our team excels in providing holistic financial planning services including wealth management, insurance and risk management, investment planning, retirement planning, tax planning, and estate planning. I am truly passionate about my work and find great joy in helping individuals achieve their personal and financial goals.

I have been a Toronto-based real estate broker, in full-time practice, for the past four decades, since 1986.

Now, in 2026, I am shifting my focus to consulting and coordinating referral real estate business. I feel that adding the CEA designation to my role will bring benefits to existing and new clients alike.

Many of the professions executors will turn to in the course of their duties, are in the same areas of expertise I practiced in throughout my real estate career, so the terrain is familiar to me. I have seen, firsthand, that there is a need for this kind of advisory service. I am detail oriented by nature and this will serve me well as an executor advisor. 

Jag is a CRA
(Canadian Residential Appraiser) and an AIC (Appraisal Institute of Canada)
Member since 2005. He is the founder and CEO of Highland Appraisals Inc., a
real estate appraisal firm serving Fraser Valley and the Lower Mainland.
Highland Appraisals provides services to major financial institutions and
credit unions in Canada including the big five banks, Credit Unions, and Law
Firms. Having experience in appraising multitude of properties over the course
of his career, Jag has seen a variety of different circumstances with differing
markets conditions. Jag decided to further his knowledge by acquiring CEA
designation to better service his clients while expanding his horizon in the
industry. 

As an Edward Jones financial advisor, I am dedicated to helping individuals and families who are committed to achieving their financial goals. My focus is on building strong partnerships to create a path toward success. To do this, I aim to truly understand how you view money, what you want it to accomplish, any concerns you may have, and the goals you’re striving to reach. We’ll also assess your comfort with risk and the timeline for your objectives before putting your money to work for you.

The majority of my clients come to me through referrals, and I value the trust my clients place in me by introducing important relationships. Sometimes, I may not be the right advisor for a referral, and I believe in being upfront about that. If I can’t add value, I will let you know and help guide you in the right direction.

I strongly believe in the importance of an emergency fund, a commitment to saving for your future self, eliminating debt, and using tools like wills and insurance to protect you and your loved ones. I require my clients to engage in regular reviews to ensure we stay aligned with their goals or make adjustments if circumstances change.

At times, I encounter clients who may not be ready to put in the work necessary to achieve their goals. In those cases, they might be better served by other institutions, and that’s perfectly okay. My priority is always to do what’s best for each client, even when that means having a difficult but honest conversation.

While I don’t set New Year’s resolutions, I do choose a word of the year to guide me. For 2025, my word is *aspire*. I am committed to helping my clients—and myself—aspire to all that is possible.

A little about me: I live locally with my husband, Mac, and we have three adult children. Following the same financial advice I offer my clients is a priority for me. I am dedicated to giving back to our community and contributing a percentage of my income to charities each month.

As a limited partner with Edward Jones, I take pride in being part of a company that puts clients first. My vested interest in your success directly reflects the values of Edward Jones, and I’m proud to be part of a culture that prioritizes client relationships.

If you’re ready to take steps toward your financial goals, I invite you to reach out. Let’s partner to create a plan and start this journey together.

I am licensed in Alberta, British Columbia and Ontario.

I’m proud to serve the communities of Perth, Carleton Place, and the Ottawa area, helping individuals and families build clarity, confidence, and peace of mind in their financial lives. With over 13 years of experience in the financial industry, my career has taken me through a variety of roles, each one deepening my understanding of how to guide clients through life’s many stages. My journey began long before that—having moved to Canada from Ukraine over 25 years ago, I understand firsthand the importance of building a secure future and making thoughtful, informed decisions along the way.

I take the time to understand each client’s unique goals, priorities, and comfort with risk. Whether you’re preparing for retirement, managing complex investments, or navigating estate planning, I believe financial advice should be personal, practical, and built to support you through both the celebrations and the challenges. My clients know they can rely on me—not just for strategies and solutions, but for consistent support when they need it most.

Beyond my work, my husband John and I live on a small hobby farm in Lanark, where we share our days with an alpaca herd, Maremma sheepdogs, goats, and other animals. We love spending time with our adult children, travelling, and enjoying all that our beautiful community has to offer. Life on the farm has taught me patience, perspective, and the value of long-term care—qualities that naturally shape how I work with my clients.

Every day, I go home knowing I’ve made a meaningful difference in someone’s life. For me, that’s the greatest reward of all.

It's all in here: Daniel Valois, Financial Advisor | Edward Jones

I have worked with individuals, small business corporations, and registered charities since 2001 with IPC Investment Corporation. I hold various degrees, designations and professional qualifications and continue to enhance my offering through continuing education. I currently hold my CFP, FMA, FSCI, and EPC designations and have the distinction of FP Canada Fellow. 

Welcome! I am Janice Van Rooy, an experienced real estate agent serving the Calgary area. 

With a career spanning real estate, wealth management, and estate planning, I bring a unique blend of expertise to help seniors and families navigate major life transitions. As a Senior Real Estate Specialist (SRES®) and Certified Executor Advisor (CEA®), I provide strategic real estate solutions for downsizing, estate sales, and long-term planning, ensuring a smooth and stress-free experience. My background in the financial industry provides me with a deep understanding of the legal and financial complexities involved in real estate transactions, allowing me to offer insightful guidance and practical solutions.

I specialize in helping people find their perfect fit in Calgary, Foothills County, Mountainview County and Rockyview County including Bragg Creek, Priddis, Chestermere, DeWinton, Okotoks and High River. Additionally, I work closely with executors and trust officers to facilitate real estate sales as part of estate settlements. 

My clients value my honesty, integrity, and trustworthy approach, that always prioritizes their best interests. My passion for helping others extends beyond real estate; I previously developed the Peace of Mind Planning seminar to assist individuals with estate organization. Whether working with seniors, executors, families or trust officers, I am dedicated to making the process as seamless as possible, with proven systems and a trusted network of professionals to support every stage.