Find a CEA

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.

I am a graduate of St. FX University (B.B.A. 1982) and have been in the Financial Services Industry for almost 25 years. 

The focus of my practice is to provide my clients and their families with the support needed to achieve and maintain financial security.       

Gordon Paul is a CPA, CMA, CEA, B.Comm(HA) and a B.A. Gordon is a senior
executive, with over 40 years of business experience in the for-profit public and
private sectors.  Gordon retired from his position as VP Finance and CFO of a Corporation which owned more than 35 legal entities. He has had diversified industry
experience including oil and gas, regulated utilities, property development,
manufacturing, distribution, retail and consulting services.  He has a proven track
record in providing focused and value added customer service and in
building business partnerships.  Effective interpersonal, negotiation,
organizational, and strategic planning skills executed through a detail oriented hands-on approach.

Moving is a major undertaking, especially later in life as your priorities change. The emotional rollercoaster of relocating can seem impossible to navigate. With all the complexities and financial considerations, it can be quite overwhelming. As a Master Accredited Senior Agent (M-ASA), I am here to help. I will listen to your specific needs and concerns with empathy and respect. Together, we will comfortably navigate through this next chapter in your life.

With over 20 years in the financial services industry, I have been actively engaged in fostering strong client relationships while helping clients, and their families, achieve their personal financial goals.

My name is Paul Peios, I'm a CERTIFIED FINANCIAL PLANNER. I hold the Chartered Investment Manager (CIM®), Certified Executor (CEA®), and Certified Financial Planner, (CFP®) designations.

Our family is proud to be raising four beautiful daughters in Vaughan, a city just north of Toronto. Food is a passion of ours, we love expressing our culinary skills. I'm an aspiring grill master, enjoy golfing, espresso, winery/museum tours, and family adventures.

Professionally, I believe in taking a holistic approach to financial well-being, this considers family dynamics and the complexities of interdependent financial goals. Focusing on the person and their family is what we call human-centred complete wealth strategies.

I provide a personal approach to:
• Investments, RRSP, RRIF, TFSA, RESP, RDSP
• Trusts & corporate accounts
• Inheritance/succession strategies
• Insurance & protection planning
• Planning for & living in retirement
• Intergenerational, estate, & legacy considerations
• Individual Pension Plans (IPPs) & other business owner considerations