Find a CEA

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

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

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he is a CFP and TEP

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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

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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. 

I work as a Relationship Development Manager with Educators Financial Group.  Our clients are exclusively from the educational community in Ontario. My role is to speak to members of the educational community and demonstrate the value of engaging the services of a Financial Planner.

Prior to my eleven years working in the financial services industry I spent 30 years working as a police officer in the Province of Ontario.

I have spent my entire adult live in the service of others.

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.

The world of financial services can be complex and difficult to navigate a clear path to your future. Deneen takes a practical and realistic approach to developing a personalized financial plan tailored to meet your needs and goals.

Deneen Cunningham

CFP, CLU, CHFC, CHS

At Lane Cuthbert Financial, we know you want to build a successful and stable financial future. You’ve worked hard to save and invest your money wisely, but are feeling confused and discouraged at how to set up your Estate effectively.

We believe planning for your future doesn’t need to be complicated. We help clients, just like you, cut through the confusion and build secure financial futures.

With our support and a custom strategic plan in place, you can earn, invest and build a legacy with confidence.

I am the owner of Prominent Realty Inc., Brokerage.

I have over 20 years of Real Estate Experience.

We believe in providing top service as well as treating every client with respect.

We also offer many risk reversal programs within the course of our transactions to give our clients peace of mind throughout the buying and selling process.