Find a CEA

Maggie is the founding principal of ExecuCare Executor Assistance Services
and has more than 20 years of experience in the financial services and
insurance industry.  Maggie brings her
life’s experience, practical business know how, education and almost two
decades as manager to our Financial Advisory Committee.

Maggie is a
highly motivated and principled individual, who is drawn to projects and work
opportunities that allow her to pursue her passion and make a meaningful
contribution. These contributions have enriched the social health of the
communities in which she participates. She has worked with numerous
not-for-profit senior’s organizations in event coordination and community
outreach.

Maggie’s area’s
of expertise include Estate Preparation and Executor Assistance. She has developed a reputation for incredible stamina,
resourcefulness, and innovative leadership. Her Clients consistently experience
results exceeding their expectations.

As a financial planner, I help you prepare for and guide you through the financial implications of your key moments in life.

To me, financial planning is not a story of numbers, it's a number of unique stories as lived by my clients; it's partnership, stewardship, simplifying complex financial matters, and living life confidently.

It is empowering to have a plan in place and someone on your side you can trust. As a Certified Financial Planner professional, Chartered Investment Manager, Certified Health Insurance Specialist, and Certified Cashflow Specialist, I have the expertise to help you set and achieve your life goals.

I started in life insurance in 1985 with Canada Life. I became a broker in the early 1990's and deal with many companies now. I have my CLU and CHFC designations. I provide all individual insurance products, Segregated funds, Group Benefits along with Estate and Retirement planning. In my community, I am one of the very few independent brokers working here.

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Dan has over 30 years of experience in the financial services industry

· 
he is a co-founder and Managing Partner with financial education
firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all
tenures

· 
he is a CFP and TEP

· 
Dan is a Board Member of the FP Foundation and past Chair of its
Research Committee

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He has taught Personal
Financial Management, in the MBA Program, at Schulich School of Business since
1998

· 
Dan is the author of The
Financial Advisor’s Guide to Excellence,

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and soon-to-be released Building Bigger & Better:
Growth Strategies of Top-Producing Financial Advisors

Tom Corsmeier Tax Services has helped improve people's finances and quality of life for over 20 years.

We strive to listen carefully to our clients when identifying their needs and making recommendations.

We specialize in financial advisement, investments, and insurance solutions as well as personal tax services, final returns, and trusts.  

For many years as a CPA,
CA advising companies and their owners in financial matters, assisting individuals,
executors and trustees in pre-planning and/or administering estates is a
consistent continuation of service. Settling an estate can be difficult,
complicated and time consuming. I help navigate the process and co-ordinate the
group of parties involved – as examples - lawyers, accountants, financial
institution(s) and investment managers. 

Rob became a lawyer in January 1988, and has practised law in the North Okanagan for over 28 years. Estate administration is a major part of Rob's practice. Rob has advised executors and administrators on many estates and has himself served as an executor and administrator. Rob brings a practical and empathetic viewpoint to his practice and ensures that his advice is clear and tasks are done in a timely manner.