Find a CEA

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.

I have worked as a Financial Security Advisor since 1997 and owner of Money Advisors since 2005.  I have my EPC and CFP designations and recently completed my CEA. I am passionate about serving my clients and helping them along their financial journey through life so they can fulfill their true potential.

We are public accounting firm providing financial services to small and medium sized corporations. Services include, compilation, review engagements, audit, corporate, personal and trust returns preparation, bookkeeping services, estate bookkeeping services (passing of accounts)

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! 

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.

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.