Find a CEA

Holistic Financial Advisor helping individuals, families and businesses create wealth and preserve wealth.

At ETP Canada, we specialize in Estate Administration. We help Executors navigate their role by educating and providing hands on support to assist them complete the duties of the role.

The goal at ETP Canada is to ease life after death for Canadian families. We help Executors understand what is happening and what to do next when dealing with a loved ones estate.

Today, ETP Canada continues to be at the forefront for educating families about the complexities of Estate Administration, while aiming to help people breathe a sigh of relief when a loved one passes.

I have been in the role of financial advisor for the past 26 years, mainly in the advisory role in the field of investments as well as Estate Planning and consultation.  A main goal in working with my clients has been to effect an orderly and tax efficient transfer of wealth between generations. 

Welcome to South Western Ontario!  Did you know that Windsor is across the river from Detroit, MI and the only place in Canada where you can be south of the United States?

My firm, established in 2010, focuses on clients with less than $500,000 of assets.  Typical Ontario families that need to save for college, build for retirement, or trade up or down in house size as their life ebbs and flows.  

With a focus on the Estate of a person, my firm brings council, guidance, education and compassion to the transactional process of Estate building, preservation and disbursement.  Areas of focus are:

Personal Property Appraisal,(Sub Specialty: Numismatics), Medically Complex Life Insurance Coverage, Investment Management, Commercial and Residential Real Estate.

My firm operates off of one simple founding principle:

"How Can I Help?"

Randall is a senior lawyer with Waterbury Newton and has been with our firm since 1989. Randall’s experience, knowledge and achievements have contributed to his ongoing success as a lawyer who provides outstanding legal services to his clients.

Randall has been a practicing member of the Nova Scotia Bar since 1990.

Education

Dalhousie University 1989, LL.B
University of New Brunswick, 1985, B.Sc. (Forestry)
Presentations & Publications

Has appeared on Global TV’s Maritime Noon Program
Facilitated workshops for Invisible Disabilities Association of Nova Scotia, including videos regarding Canada Pension Plan and Long-Term Disability Appeals
Contributor to “The Sea Has Many Voices” edited by Cynthia Lamson (legal and environmental aspects of oceans policy).

Achievements & Affiliations

Practicing Member Nova Scotia Bar since 1990
Member: MENSA Canada
Member: Real Estate Lawyers’ Association of Nova Scotia
Member: Screening Committee, Bar Admission Examination of the Nova Scotia Barristers’ Society
Certified Lawyer under the Nova Scotia Land Registration System
Member: Provincial Voluntary Planning Committee which brought in Nova Scotia’s first Occupier’s Liability Law
Former Member: Atlantic Provinces Trial Lawyers Association

Throughout my career I have worked as a professional fundraiser specializing in planned giving - which is donating to charity through gifts in wills and other types of estate gifts.  Through this work, I was introduced to the role of acting as an executor. I am available to help individuals who don't have anyone to act as their executor, who need someone to act as their power of attorney and executor, or to advise family members who are acting in this role. I am a caring, knowledgeable individual who will provide you with empathetic and compassionate personalized service.  I work with a small number of clients so that I can fully be there for each client.

I have been with Edward Jones since 2016 and have been serving the West Kootenay's. We provided a unique learning and supportive enviroment for all of our clients. 

With a career grounded in integrity, compassion, and specialized knowledge, Giovanni is more than a REALTOR® – he’s an advocate for older adults and their families navigating life’s important transitions. Based in Surrey/WhiteRock, British Columbia, John brings a deeply personal approach to real estate, blending professionalism with purpose for clients aged 55+ and their adult children.
John holds advanced credentials that distinguish him as a leader in senior – focused real estate

Brent Quinton is a senior wealth advisor with Sage Wealth Management Ltd.  Having trained as a CPA (CA), and holding a CFP designation provides a significant background in financial and tax matters.  Services are provided to all types of clients, with a specialty in helping small business owners manage and integrate their business operations and personal financial planning requirements.

With over 35 years of experience in the financial services industry, David has earned a reputation as a trusted advisor and leader dedicated to helping clients build, preserve, and transfer their wealth with confidence. Specializing in retirement and estate planning, he brings clarity to complex financial decisions, helping families and business owners create plans that reflect both their goals and their values.

As a Certified Executive Advisor, David works closely with clients and their chosen executors to ensure that estate plans are not only well-designed but also practical and executable. This designation reflects a commitment to bridging the gap between financial planning and estate administration, helping executors understand their responsibilities, avoid costly errors, and carry out their loved one’s wishes with care and precision.