Find a CEA

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.

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.

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

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 over time. Through the years, we partner together for the long term, to ensure that they stay on track.

While working with my clients, I believe that educating and explaining costs and concepts, is as important as the recommendations that we make.

Having lived in this area, on a purebred Angus cattle operation for over 25 years, I am familiar with working with clients of a business, and agricultural background. Specializing with transition planning.

I enjoy working with individuals to help prepare for retirement, live in retirement, and specific client goals. Preparing for the unexpected, and education savings are also services we offer.

Completing my degree at Montana State University, and living state side for 15 years, I decided to move back home, and raise our two boys. At that time, I worked for Cargill as a FMR and grain buyer. I also had the opportunity to work contract positions in other areas. One being for the APX/Hilton Hotel group as a consultant. My love of working in the commodities market, eventually led me to work here at Edward Jones Investments.

You can often find me at the football field, and hockey rink, cheering on our boys. In the summer, we enjoy spending our time at Brightsand Lake. I enjoy sports, horticulture, and attending yoga and spin class.

40 years of tax, estate and financial planning experience.

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, risk management, estate planning and special needs.

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 I can.

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.  

You have a vision for your financial future. Building and protecting wealth requires a plan. As a Certified Financial Planner® and Chartered Life Underwriter, I provide the long-term strategic perspective you need.

I specialize in Group Benefits, Life Insurance, Disability Insurance, Critical Illness, and Complex Financial Plans. I love to work with small business owners to determine the best strategies for their families and their corporations.

I specialize in financial plans and protection plans for young families and business owners. There should be thought put into your plan so that it meets your stated goals. I create partnerships with my clients and work with them through the personal and professional stages of life.

I create unique and custom catered benefit and group retirement plans for employers to help retain and recruit team members. Benefit plans should not be one size fit all! They should fit your unique work force and should be reviewed regularly to ensure they meet your stated goals and values. I will work with you to keep your company and your staff happy.

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.

 Over 28 years in financial industry  include financial

 planning , wealth planning and insurance solutions.