Find a CEA

Dana Osburn CPCA CFP has over 25 years experience in financial and estate planning.  His clients throughout south central Ontario are individuals and business owners who are sincerely interested in the best outcomes for their families and their employees. 

At Alta Vista our team of specialists Is here to guide you toward greater clarity and peace of mind as you anticipate or begin to serve as an executor/estate trustee. Our process begins with a short ‘fit’ meeting to get acquainted and to help determine next steps.

Reach out to us today! 

Getting Your Affairs In Order is a funeral pre-planning service, created to help people and their families prepare for end-of-life and ensure their final wishes are carried out. Services include will preparation, funeral arrangements, repatriation travel insurance, and final document service/executer assistance.

Rosie Owens, CFP, TEP, CEA

Director, Financial Services 

Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered products, estate and taxation. 

Sunrise Estate Services in Alberta is here to help lessen the stress that comes with personal loss. Let us handle the estate, while you focus on your family.

Sunrise Estate Services was launched In 2015 when Becky and Clare noticed that there was a void in our community that they could fill—compassionate estate services that take the time and care needed to preserve the value of your estate properly.

Estate clearance doesn’t have to be stressful or expensive. Whether it’s a sentimental keepsake or an entire estate for sale through online auctions, we strive to provide high-quality care for peace of mind and a brighter tomorrow. 

We are your family-first estate sale services. You focus on your family—we’ll do the rest.

From being a Community Peace Officer to a licensed auctioneer, Becky brings her decades of experience in engaging the public with compassion to your unique situation. Having dealt with the personal loss of her mother and other family members, Becky is motivated to provide assistance and assurance to those who have suffered a loss. To her, the business represents a chance for families everywhere to focus on their healing by sharing the burden of estate management.

Certified Financial Planner with Harvey Financial Solutions Inc. Also an Elder Planning Counsellor and Certified Life Underwriter.

Private wealth management, estate and financial planning.

Raj Pandher CPA Inc. is a boutique CPA firm based in British Columbia (BC) that specializes in following services: 

• US Canada Cross Border Tax Returns 
• Non-Resident Tax Returns
• Services for Professionals such as Lawyers, Realtors, Dentists, Doctors/ Physicians, Pharmacists, Optometrists and Veterinarians
• Corporate Tax Returns & Compiled Financial Information - CFI ("Financial Statements") 
• Bookkeeping & Personal Tax Returns
  
• Trust & Estate Planning 

David Pankiewich, CPA, CA, CEA  works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.  As an accountant with over 25 years experience assisting clients in a variety of industries and income levels, he seeks to understand the goals and objectives of each client and provides thoughtful advice, in a team approach.  David has completed both the Canadian Institute of Chartered Professional Accountants Indepth Tax Program and the Advanced Tax Program for Owner Manager Businesses and is knowledgeable in the planning areas of wills, trusts, estates, business succession, and insurance.  He is a member of both the Canadian and Ontario Institutes of Chartered Professional Accountants and a member of the Canadian Tax Foundation.  He also volunteers as an Area Leader for the Chartered Professional Accountants of Canada Community Connect Program, to coordinate and provide the "Financial Decisions Matter" series of seminars to improve financial literacy in the community.

We are a professional financial advisory firm specializing in retirement and estate planning.

We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent, objective planning firm, we have the ability to provide our clients with the advice and financial solutions most suited to their individual needs.

As a Certified Financial Planning Professional, a Chartered Life Underwriter and Certified Health Specialist, I am committed to life-long learning and the ongoing professional development needed to meet the changing needs of my clients.

We are regularly involved in assisting clients who have lost a loved one and are overwhelmed with the duties and responsibilities they face as an executor or executrix. The changing landscape within the estate administration process for people in Ontario has created newer and greater challenges than ever before and I have made the commitment to become a Certified Estate Advisor in or to be of even greater assistance to my clients.

I have been practicing Real Estate Estate law for 33 years in both British Columbia and Alberta. What is unique about my practice is my passion for the law and my compassion for the clients.   

 I do not have a business at this time. I have worked in the cemetery
industry for over 30 years. Over these many years, I have heard many
terrible stories from those who’ve served as an executor, or have a
sad tale about someone else who served as an executor.

As I look towards
retirement, I feel becoming a Certified Executor Advisor will provide
me a way to continue serving families in my community. 

Continued
service to my community may take the shape of my own business,
especially in the short term, or working with a local funeral home.
My present employer has no interest in a CEA at this time.

I hope that the
above is sufficient to allow me to move forward in becoming a CEA.

Thank you.