Find a CEA

I am a Pre -Arranger and At Need sales consultant for Heavenly Rest Cemetery.  I meet with various clients on a regular basis that have many questions pertaining to Estate settlement.  Roles and responsibilities of the   POA, Executors Etc.  I would like to learn more about the entire process so that I will be able to give them knowledge with regards to them planning or finalizing Estate matters.

With over three decades of experience in the financial services industry, I’ve been dedicated to helping Clients build financial security and confidence. I joined Sun Life in 2007 and hold a Bachelor of Arts degree from Dalhousie University, along with Certified Health Insurance Specialist (CHS™) and Chartered Life Underwriter (CLU®) designations.

A lifelong learner, I place great importance on ongoing education—regularly attending industry meetings and conferences to stay current on the evolving financial landscape. I remain committed to the highest standards of professionalism and Client service.

I own a financial planning and a tax/accounting company.  We are all about helping our clients create high net worth and then transferring that to the next generation.  We offer:

Personal Tax Preparation

Corporate Tax

Fee Based Financial Plans

Life Insurance specializing in the Infinite Banking Concept

Tax Planning

Agent for co-operators insurance - sell P&C products as well as life and seg funds. Also a member of CFIS and licensed to sell mutual funds. 

I have extensive business experience in accounting, real estate, and financing.

My skills, certifications, and licensing include: 

Canadian Securities Course
(CSC)

Partners, Directors, and Senior
Officers Course (PDO)

ASC registrant in the Exempt
Market category

RECA licensed Mortgage
Associate and Mortgage Broker, including proficiency in land titles and property registration

Accounting, tax, payroll, and financial statement preparation, including QuickBooks and Excel

Business administration and HR management

A Paralegal for 30 years.  I now also teach Paralegals at the University and College level who are working towards their Diplomas.  

A Certified Legal Coach who is able to assist unrepresented parties in their access to justice pursuits.

Bedford Financial is solely owned and operated by Brad Bedford. I operate in partnership with William (Bill) Brekelmans. Our business serves families with one on one financial advice. With over 45 years of combined experience we offer expertise in an personalized setting that most clients cannot expect to receive from larger firms. We both also hold our Registered Health Underwriter designation. References happily provided upon request.

I have worked as a Director of Human Resources for a large federal government agency and possess a Bachelor of Human Resources and Labour Relations.  I have taken university law classes as part of the courses necessary to complete the degree. 

I  providing daily money management and other financial services for those who don't, can't or shouldn't such as Agent for Power of Attorney, Agent for Personal Health Directive, completed some of the duties of an executor at the request of and under the direction of a Certified Executor/   and if I am successful in becoming a Certified Executor Advisor, to provide executor (personal representative services)  to clients as well.  

Anne received her Certified General Accountant designation in 2000 and was the recipient of the McGillivray Partners Award for Accounting Excellence.

Anne is a partner with Henderson Roller Partnership and has been  in public practice for over 28 years.  She consults to her clients on accounting, corporate and personal tax preparation and payroll.

Anne’s clientele includes business owner / managers and her expertise is in preparation of estate and trust and non resident tax returns.