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Lloydminster, AB

I partner with my clients to understand what's important to them, their family, and their specific situations. I use an established process, so they understand what is required in order to achieve their financial goals. Goals that evolve and develop… Read more »

Area serviced: Lloydminster, AB

780 875 4490

Esther Yu, CEA
President

New Westminster, BC

My name is Esther. I used to hold 3 licences, which are Life Insurance, P & C Insurance and Mortgage; all at the same time.
After a couple decades in the Financial Services field, my clients are aging and are gradually requesting for Executors to… Read more »

Area serviced: New Westminster, BC

7789290008

JINSHENG YUE, CEA
CLU, TEP

Markham, ON

Area serviced: Markham, ON; Toronto, ON; Richmond Hill, ON

4165876498

GLEN YUILL, CEA
PRESIDENT

Tiny, ON

40 years of tax, estate and financial planning experience.
Read more »

Area serviced: Tiny, ON

1416882687

David Yurich, CEA
Managing Partner

Sudbury, ON

I am an accredited and experienced Senior Financial Planner at Innova Wealth Partners Inc. I have many roles within our comprehensive financial planning firm. Specialities include the creation of financial plans, tax plans, wealth accumulation strategies,… Read more »

Area serviced: Sudbury, ON

705 522 1422

Pam Zacharias, CEA
Supervisor, Member Service

Winnipeg, MB

I am Supervisor, Member Service at Access Credit Union at our 803 Leila Ave, Winnipeg Branch. I have worked in the Credit Union System for 20 years and it is very important for me to be able to provide our members with the best financial advise… Read more »

Area serviced: Winnipeg, MB

2047906900

Liezel Silao Zarate, CEA
Owner

Edmonton, AB

Area serviced: Edmonton, AB

17809942824

Theresa (Terry) Zavitz, CEA
President

London, ON

Area serviced: London, ON; Toronto, ON; Kitchener, ON; Strathroy, ON; Windsor, ON

1 888 347 2437

Alex Zegers, CEA
Financial Advisor

Mississauga, ON

Area serviced: Mississauga, ON

9058227111

Cecilia Zhang, CEA
Senior Investment Advisor

Markham, ON

Area serviced: Markham, ON

4164396087

Patricia Ziegler, CEA
President

Kitchener, ON

Area serviced: Kitchener, ON

226-808-6443

MADHUR AGGARWAL, Candidate
Owner

Burlington, ON

I completed my CPA in USA before moving to Canada and currently work as Finance Manager for a multinational. I'm learning CEA to offer advisory services for estate executors.
Read more »

Area serviced: Burlington, ON

2893254755

Sandra Aguilar, Candidate
General Manager

Mississauga, ON

Area serviced: Mississauga, ON

9055669403

ESTHER ALOJIPAN ALEJO, Candidate
MANAGING DIRECTOR

North York, ON

Area serviced: North York, ON

4169088988

Michael Allard, Candidate
Family Service Advisor & Licenced Funeral Preplanner

Waterloo, ON Fergus, ON

I am a Family Service Advisor and Licenced Funeral Preplanner. Prior to working in the Funeral Industry (started May 2016), I served as a Police Officer (Sergeant) in the Region of Waterloo for 31 years: March 31, 1985 to March 31, 2016.
I have been… Read more »

Area serviced: Waterloo, ON; Fergus, ON

(519) 888-7700
(519) 843-3100

Area serviced: New Westminster, BC

My name is Esther. I used to hold 3 licences, which are Life Insurance, P & C Insurance and Mortgage; all at the same time.

After a couple decades in the Financial Services field, my clients are aging and are gradually requesting for Executors to assist with their families.

Therefore, I would like to help provide people with a long-lasting and outstanding Estate Planning to my loyal clients.

Area serviced: Markham, ON; Toronto, ON; Richmond Hill, ON

Area serviced: Tiny, ON

40 years of tax, estate and financial planning experience.

Area serviced: Sudbury, ON

Area serviced: Winnipeg, MB

Area serviced: Edmonton, AB

Area serviced: London, ON; Toronto, ON; Kitchener, ON; Strathroy, ON; Windsor, ON

I founded Zavitz Insurance and Wealth in 1983. It began as a specialty company in the field of living benefits, critical illness, disability and long term care insurance, and has grown to include group and life insurance plus financial, retirement and estate planning. The inclusion of "Wealth" in our name points to our focus on the full financial picture of our valued clients. I hold the following designations, CFP, CLU, CHS, GBA, EPC, TEP.

Area serviced: Mississauga, ON

One of the most important investments that we make for our clients is time. I became a Financial Advisor with Edward Jones in order to help people. I do this by first investing my time understanding what is most important to you.

We have a carefully constructed 5 Step Process that helps to slow life down. We put all of the pieces of our client's financial puzzle into place as life unfolds and needs evolve. We stay true to our philosophy of helping clients achieve financial independence. The personalized plan that we put together will steer our clients towards reaching and maintaining a work optional lifestyle.

Our branch team is made up of myself and Branch Office Administrator Patty Mills. Together, we enjoy nothing more than helping our clients achieve their dreams.

We are not alone in this. Thousands of people and advanced technology support our office to ensure that you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your accountant, lawyer and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.

When I am not in the office I enjoy spending time with my wonderful wife, Callie, and our growing family. We enjoy travelling and can be found taking in a baseball game during much of the summer.

I look forward to meeting more wonderful people and helping you achieve your most important dreams.

Area serviced: Markham, ON

Area serviced: Kitchener, ON

Area serviced: Burlington, ON

I completed my CPA in USA before moving to Canada and currently work as Finance Manager for a multinational. I'm learning CEA to offer advisory services for estate executors.

Area serviced: Mississauga, ON

Area serviced: North York, ON

My name is Esther Alojipan Alejo, managing director of EA Starlight Consulting Services here in Toronto. I help clients prepare their income tax returns being a registered CRA Efiler. I provide clients with informed decision in obtaining life insurance, living benefits, investment planning and registered education savings plan, being a life insurance agent. I am also a paralegal and can represent clients in Small Claims Court, Landlord and Tenant Board and in provincial offences courts. I am also an Elder Planning Counselor and can assist elderly clients and their families in their retirement planning.

Area serviced: Waterloo, ON; Fergus, ON

I have been with Graham A Giddy Funeral Homes Ltd since August 2020. I thoroughly enjoy working here as they are a family owned business and the care given to families is second to none.