Find a CEA

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.

Ken Park owned & managed a financial planning, estate & risk management franchise for over a decade before joining the clergy as pastor. Technically minded, he enjoy the efficiencies of a well managed and executed plan that ultimately enhances donor intent & family harmony.  He currently serves as Executive Director at Link Charity, linking donors to charities to beneficiaries.   

Adding value is what we do for our clients. Your life is not a one size fits all and your financial and investment strategies should reflect your unique situation. Our practice is here to help you navigate your specific needs and goals. Once we have identified and prioritized your goals, we'll work together to create a tailored personalized strategy to help you achieve them, and we'll revisit your strategy regularly to help make sure that you stay on track through all life's ups and downs.

Business owners and Executors need a professional who will work collaboratively with their accountants, lawyers and consultants to create a seamless and holistic financial strategy. This collaborative approach enables us to deal with complex situations such as wealth transfers and asset consolidation, as well as trusts and estates.

I completed my Bachelor of Sciences Degree and also have my Certified Exit Planning Advisor (CEPA®) and Certified Executor Advisor designations (CEA®). I am registered with the Investment Industry Regulatory Organization of Canada (IIROC®) and the Alberta Insurance Council (aic®). My experience in financial services, combined with the knowledge and support of my branch office administrator, allows us to to work well with professionals and business owners who are preparing for retirement or may have more complex needs such as estate planning or tax-efficient wealth transfer strategies to loved ones. But we're not alone. Thousands of professionals in our home office support us every day to help ensure you receive the most current and comprehensive investment guidance.

As the Vice President for Philanthropy & Communications at Broadmead Care, one of my responsibilities is to steward donors within our legacy giving program. Through a gift in their Will, donors can help secure the future for the veterans, seniors, and adults with disabilities who live in one of our five Care Homes.

Parr Business Law Corporate and Estate Planning Lawyers work with owner-managed businesses throughout the entire lifecycle of their business.

We assist with incorporation, partnership and shareholders' agreements, all manner of business agreements, buying and selling of businesses, and succession planning. We assist with a broad range of estate planning matters, including wills, corporate wills, representation agreements, power of attorneys and all manner of trusts, including family trusts, joint partner and alter ego trusts. 

Specializing in structuring Tax-efficient strategies using Life Insurance, to build and conserve wealth. 

If paying less tax, promoting your wealth, and preserving your estate is your goal, talk to Adnan Parwez, Executive Benefits Advisor at Parwez Financial Group in Regina. Business Owners, Farm Owners, and Professionals can pay less tax, increase their tax-sheltered assets, and preserve more of their sweat equity for themselves and their families when they take advantage of the planning and products used to accumulate wealth. Adnan shows you how and specializes exclusively in tax-exempt strategies from top-tier providers.

Adnan collaborates and coordinates with specialists in tax, corporate, farm, and estate law, tax accounting, investments, and financial planning to ensure you get the best advice. In this way, Parwez Financial clients, their partners and shareholders, and their families get top advice with just one professional contact. We will work with your professional team, or you can work with ours. When you do, you will increase your financial security, peace of mind and quality of life.

Designations: CFP, CLU, CHS

Jigarkumar Patel

Jigarkumar
Patel is a graduate of Gujarat University with a bachelor’s degree in chemical
engineering.  He procured certification
as a Charter Life Underwriter (CLU) in 2021 and a Certified Financial Planner
(CFP) in 2022. Jigarkumar is a licensed insurance professional with extensive
knowledge of a variety of insurance products, specializing in life insurance
and living benefits.

Jigarkumar
is an experienced insurance advisor and, since 2016, the founder of A Saachi
Insurance and Investment Services Inc. With over 10+ years of experience in the
insurance industry, Jigarkumar has built a reputation for providing
comprehensive insurance solutions tailored to his clients' unique needs. He has
been working with PPI since 2010 as an advantage advisor.

Jigarkumar's
expertise lies in helping individuals & business owners navigate the
complex world of insurance, providing personalized guidance and support to
ensure they have the coverage they need at a price they can afford. His
commitment to his clients' satisfaction has earned him loyal and long-term
relationships.

Jigarkumar
acts as C.F.O. for his clients to provide estate planning, retirement funding
planning, corporate re-organisation and tax planning strategies. He has
established network of professionals - accountant, estate lawyer, money manger,
lenders to provide 1 shop solutions for his clients.

When
Jigarkumar is not working with clients, he enjoys spending time with his family
and is an avid watcher of films. 

Email: jigar@saachinsure.com

Cell: 647 403-5560

www.saachinsure.com

I use a comprehensive holistic approach, developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals. We then use that overview to craft a personalized plan specifically tailored to your unique objectives . Once you have set your goals and have your “financial roadmap” in place, I then check in with you regularly to help you keep your plans on track.

Through twenty years in the industry, I have successfully guided my clients through some of the most challenging financial markets in decades, and supported them through crucial life events. My clients benefit from my high standard of care and expertise, through proactive planning and management.