Find a CEA

Search Filters

1530 Results Found

Janice Wong, CEA
Broker

Surrey, BC

# Read more »

Area serviced: Surrey, BC; Burnaby, BC; Vancouver, BC; New Westminster, BC; Richmond, BC

Samuel Wong, CEA
Partner, CPA,CA,TEP

Vancouver, BC

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.
Sam worked in various senior financial and commercial position for a Fortune 100 multi-national… Read more »

Area serviced: Vancouver, BC

604-731-1191 ext 3

Kristina Worden, CEA
Trust Professional, BA, TEP, CFP, CEA, CAMS

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Read more »

Area serviced:

Dana Wren, CEA
Director of Sales & Marketing

Ottawa, ON

Area serviced: Ottawa, ON

613 749-9000

Trevor Wright, CEA
CHS, MFA-R, CCIP

Guelph, ON

I have been told that my mind works like a 4D Chess Board with many moving parts during a conversation.
This can be a good thing when dealing with estates and planning.
While they always say death and taxes are imminent, you can't minimize death… Read more »

Area serviced: Guelph, ON; Kitchener, ON; Cambridge, ON; Waterloo, ON

7052093394

Simon Xu, CFP®, M.A. in Econ, CEA
Branch Manager

Burnaby, BC

Servicing my clients for more than 20 years, I feel it's always better to hear from the end users:

When my friend was in the final stages of cancer, she asked if I would serve as her executor to carry out her will. I agreed… Read more »

Area serviced: Burnaby, BC; Richmond, BC; Maple Ridge, BC; New Westminster, BC; North Vancouver, BC; Surrey, BC; Vancouver, BC; Langley, BC; Coquitlam, BC; Victoria, BC; West Vancouver, BC

604-520-1583

Edwin Kwok Yu Yan, CEA
Managing Broker - B.Com. , RI(BC) , FRI , CERE, Cert.(CIH) , ABR , SRES , PSA

Vancouver, BC Burnaby, BC

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC

778 379 5111

Harold Yang, CEA
Financial Advisor

Vancouver, BC

My name is Harold Yang and it has been my passion to help people over the last 30 years. I enjoy helping people, sharing my knowledge and experience. Now as a CEA I can raise the bar in helping families dealing with a loosing their loved ones.
Read more »

Area serviced: Vancouver, BC

6042400011

Stephanie Yantsis, CEA
Sr. Associate

Toronto, ON

Area serviced: Toronto, ON

647-200-8157

Sandra Yaquo, CEA
Financial Advisor

Barrie, ON

Area serviced: Barrie, ON

7057268801

Ray Yenkana, CEA
Broker

Abbotsford, BC

Real Estate agent/ Broker working as a commercial realtor, mostly with investmentt properties and businesses.
Read more »

Area serviced: Abbotsford, BC

6046147653

Ian Yeo, CEA
Financial Advisor

Vancouver, BC

My simple Mission is to make you more money and make your life easier. It's also my Mission to provide the highest quality advice.
As part of Complete Financial Advice,
Personal Pension Plans are offered for absolute Wealth Protection.
Fee Based… Read more »

Area serviced: Vancouver, BC; Calgary, AB; Toronto, ON; Edmonton, AB; Saskatoon, SK; Saint John, NB

7789984055

Teresa Yeung, CFP®, CIM®, FCSI®, RRC®, RIS, CEA
Financial Planner

Richmond Hill, ON

For over 20 years I help clients find peace of mind by building financial security through integrated wealth management solutions in:
Retirement planning
Education planning
Investment and insurance planning
Cash and debt management
Tax and… Read more »

Area serviced: Richmond Hill, ON; Toronto, ON; Aurora, ON; Newmarket, ON; Vaughan, ON; Scarborough, ON; Mississauga, ON; Brampton, ON; Vancouver, BC; Halifax, NS; Dartmouth, NS

4164909944

Marion York,, CEA
Specialist in Aging and Transitions

Toronto, ON

Area serviced: Toronto, ON

4165270231

Bruce Young, CEA
CPA, CA | Trusted Advisor

Toronto, ON

I specialize in estate administration involving more complex matters. I do everything other than simple, straightforward estates...but then, as the CICEA recognizes, there's no such thing as a simple, straightforward estate!"
As an advisor to executors,… Read more »

Area serviced: Toronto, ON; Vaughan, ON; Mississauga, ON; Thornhill, ON; Oakville, ON

4169680200

Area serviced: Vancouver, BC

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.

Sam worked in various senior financial and commercial position for a Fortune 100 multi-national Oil company in Hong Kong and in Chicago and was a Financial Advisor. His experience puts Sam in a unique position to serve as an Outsource CFO for some of his clients.

Sam holds a B. A. Sc. (hons) in Chemical Engineering and is member of Institute of Chartered Professional Accountants of both Ontario and British Columbia.

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Area serviced: Ottawa, ON

Area serviced: Guelph, ON; Kitchener, ON; Cambridge, ON; Waterloo, ON

I have been told that my mind works like a 4D Chess Board with many moving parts during a conversation.

This can be a good thing when dealing with estates and planning.

While they always say death and taxes are imminent, you can't minimize death but you can minimize taxes.

This is where I come in.

I provide assistance to people so they can ensure that more of their estate is preserved for their loved ones while giving less to the CRA.

Area serviced: Burnaby, BC; Richmond, BC; Maple Ridge, BC; New Westminster, BC; North Vancouver, BC; Surrey, BC; Vancouver, BC; Langley, BC; Coquitlam, BC; Victoria, BC; West Vancouver, BC

Servicing my clients for more than 20 years, I feel it's always better to hear from the end users:

When my friend was in the final stages of cancer, she asked if I would serve as her executor to carry out her will. I agreed because I wanted to support her during such a difficult time. However, this was my first experience as an executor, and I had no prior knowledge of the process.

After my friend passed away, I was overwhelmed by the many responsibilities I had to manage — her funeral, cemetery arrangements, real estate, tenants, vehicle, insurance claims, investments, debts, mortgage, closing bank accounts, filing taxes, and more. On top of that, I had to carefully navigate sensitive family dynamics.

I reached out to Simon for guidance, and he supported me every step of the way. His clear advice provided tremendous relief during this stressful time. Whenever I had questions, he responded promptly with patience and thorough explanations. He also proactively pointed out important aspects I might have overlooked, ensuring I fulfilled my responsibilities properly.

I highly recommend speaking with Simon, whether you are planning to write a will or have been asked to serve as an executor. His knowledge, professionalism, and guidance are truly invaluable.

Lily Qiu, Engineer

March 28, 2025

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC

Licensed since 1986 after graduating from UBC - Bachelor of Commerce degree (Urban Land Economics). He is the President , Director of RE Institute of Canada BC Chapter and Past Director of National Board FRI CERE and past Director and Governor of Real Estate Institute of BC. RI(BC). He is also a Member of the Commercial Division of the Real Estate Board of Greater Vancouver and a member of the Quarter Century Club.

He also obtained his Cert in Property Management and Cert. in Social Housing Management.

He is also a Cert (CIH) Chartered Institute of Housing.

Currently he is the Managing Broker for 310 salesmen.

Area serviced: Vancouver, BC

Area serviced: Toronto, ON

I have been a member of the Dereta-Loyer at CI Private Wealth (formerly Stonegate Private Counsel) since December 2012. In that time I have transitioned from an administrative client service role to that of a senior associate focused on overall client Wealth Planning. I work with Wealth Management Advisors, Joanne Dereta & Koel Loyer, along with our internal Wealth Planning team and external collaborators (clients' own accounting & legal teams) to provide Financial Projections (saving, retirement, tax liability on death, etc.), Risk Management Assessments & Insurance Solutions and Estate Planning review and guidance.

Area serviced: Barrie, ON

If you’ve worked hard throughout your career, if you’re sandwiched between aging parents and growing children, if protecting your family, estate and legacy goals are paramount to you, you deserve a partner who will work tirelessly on your behalf. As your financial partner, coach and trusted advisor, I’ll oversee every aspect of your financial needs so that you can do what you do best and leave the rest with us.

As a financial advisor serving Barrie and Simcoe County, I specialize in serving business owners, executives and first responders with strategic planning and advice. For all my clients, my practice is a safe space to discuss one of the most important things in life and its impact on you and your family. I love people. I love what I do, and I love helping my clients succeed.

In our practice, we proudly carry the responsibility of managing your financial life and see it as an honour to do so. When we work together, you can expect a different experience where you are seen, heard and treated as an individual with your unique aspirations, fears, goals, and dreams at the heart of what we do.

I consider myself a market enthusiast: I have a strong focus on capital preservation, income generation and steady, long-term results to give you confidence. I also integrate your insurance and estate planning wishes so that your plan reflects the needs of the people and causes closest to your heart.

Clients value my commitment to providing clear, personalized, actionable guidance with service and integrity at its core. Michelle Fraser, our branch office administrator, is the heart and soul of our operation, ensuring that all clients receive attentive service. When you visit our branch, we aim to make your meeting with us the highlight of your day as you are sure to be the highlight of ours!

I dedicate my spare time to my family - including Bully, my beloved 130-pound American Bulldog and Molly, his sister and boss - a Shih Tzu Maltese. But making a difference in my community is my true calling. As president of Christmas Cheer Barrie & District, I’m delighted to help ensure that 1800 families in need can celebrate the holidays each year with food and toys for the holiday season.

Ready to take the next step toward your most important goals? We look so forward to meeting you!

Area serviced: Abbotsford, BC

Real Estate agent/ Broker working as a commercial realtor, mostly with investmentt properties and businesses.

Area serviced: Vancouver, BC; Calgary, AB; Toronto, ON; Edmonton, AB; Saskatoon, SK; Saint John, NB

My simple Mission is to make you more money and make your life easier. It's also my Mission to provide the highest quality advice.

As part of Complete Financial Advice,

Personal Pension Plans are offered for absolute Wealth Protection.

Fee Based Accounts provide Relative Strength based Loss Prevention. Minimum CAD$1,000,000.
This is not buy and hold.

Area serviced: Richmond Hill, ON; Toronto, ON; Aurora, ON; Newmarket, ON; Vaughan, ON; Scarborough, ON; Mississauga, ON; Brampton, ON; Vancouver, BC; Halifax, NS; Dartmouth, NS

For over 20 years I help
clients find peace of mind by building financial security through integrated
wealth management solutions in:

Retirement planning

Education planning

Investment and insurance planning

Cash and debt management

Tax and estate planning

Charitable giving

To keep myself well equipped, I
commit to continued education earning several designations including Certified
Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of
Canadian Securities Institute (FCSI®), Registered Retirement Consultant (RRC®)
and Responsible Investment Specialist (RIS).

Volunteering in Canadian Mental
Health Association and Bereaved Families of York Region led me to complete
Death, Dying and Grief Certificate from Tyndale University. I gained tremendous insight from a
psychological perspective which enable me to assist clients in going through
difficult times.

Area serviced: Toronto, ON

A Certified Professional Consultant on Aging (CPCA), I offer a private consulting service as an Aging Advocate and Guide for older adults and their families offering a holistic approach to later life transitions. My role can be likened to Project Manager, liaising with the many
professionals involved in significant age related transitions whether anticipated or unanticipated. I am passionate helping older adults age with dignity and choice by initiating conversations and addressing the importance of planning and communication. I work with my clients to navigate the many components of a complex health care system as a Certified Patient Navigator. With a Masters in Philanthropy & Development and more than 25 years as a professional fundraiser, I have a broad skill set and am quick to build trusting relationships with my clients and families.

Area serviced: Toronto, ON; Vaughan, ON; Mississauga, ON; Thornhill, ON; Oakville, ON

I specialize in estate administration involving more complex matters. I do everything other than simple, straightforward estates...but then, as the CICEA recognizes, there's no such thing as a simple, straightforward estate!"

As an advisor to executors, estate planners, family and small to midsize companies, I help clients navigate intricate matters prone to disputes and litigation.

Based in Toronto, I work with clients across North America, helping individuals and companies facing complex situations:

Assessing and unraveling facts and circumstances, in order to fully inform decision-makers and the choices they face;
Providing an objective, candid perspective, with a results-oriented mindset, to help align stakeholders around reasonable outcomes;
Coordinating the entire process, ensuring efficiency and accountability throughout, and always with a view to optimizing client outcomes .

More about my services and approach on my website (www.CollectiveAgreement.ca) and my LinkedIn profile. The Collective Agreement Overview linked below is a one page PDF for advisors to share with their clients.

Subscribe to my newsletter "Framing/Reframing" - hosted on LinkedIn (all articles are also posted on my website blog).

#trustedadvisor #estateadvisor #disputeresolution #litigationsupport #litigationprojectmanagement