Find a CEA

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

My name is
Coco Qi, a strategist fueled by passion, sense of purpose, and dissatisfaction with
the status quo. I am an insurance broker, a wife, and a mother. It does took a
while for me to realize that my passion is Human after graduated from
University of Western Ontario. As a dual license holder, I focus on the whole
financial planning for Canadians, also the local business owners. I offer life
insurance, group insurance, investment, RESP, banking, and etc. I would like to
update myself after continuously for two years MDRT, CEA meet my needs. I am a
Chinese speaker, fluent in English. Based in Vancouver, I have 50 to 50 percentages
local Canadian and new Chinese immigrant client. Love communicate and interact with people, willing
to help others, would love to create more social value. I believe that accomplish
of this CEA will benefit my community.

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.

 I work in the high net worth market, with professionals and Business person. I  work with individuals that make more than 1MM in there companies, with more than 500000 profit. or companies with 5mm to 50 MM in revenue. I am there quarterback in all of there financial issues, personal or business.

CORE Partners is a select group of experienced, likeminded Financial Professionals at Investment Planning Counsel who share a common goal: to assist clients by maximizing opportunities. With over 100 years of combined advisory experience, CORE Partners uses a defined approach for financial planning that will assist clients to accumulate, preserve and manage their wealth. As an independently owned, fee based advisory firm, CORE Partners provides unbiased financial advice to individuals, business owners and their families.

I am a Client Service Associate and work for TD Wealth Private Investment Advice. Our team does Customized Wealth Planning in areas of Retirement, Tax, Investment and Estate just to name a few

Jeanette Ramnarine is excited about her new role as a Certified Executor Advisor and assisting her clients at all stages of life.  She has been interested in the investment world from the time she bought her first bar of silver as a teenager and sold it for a profit.  She grew up in Prince Edward County and settled in the Quinte area where she resides with her husband Richards.  Jeanette and Richards have two adult children, Caleb and Maya.

Jeanette is a licensed financial advisor and insurance broker and along with her husband they run a joint financial practice. Together they work with clients and are co-owners of Forward Finances Wealth Management Inc.  Jeanette’s work and financial advice for families has appeared in various forms of media including newspaper, magazine, blogs and television.  She brings a unique creative approach to her clients with her knowledge and expertise in estate planning and wealth preservation.  Her authentic and compassionate nature and core values rooted in honesty and truly doing what’s in the best interest of her clients sets her apart from the rest.

An entrepreneur by nature, she has been involved in several businesses including owning and operating a music studio, publishing an award winning children’s book, “The 4 Little Pigs," and developing the 4 Piggies Financial Kit for Kids selling over 5000 books and 2000 kits throughout North America.  

I am very privileged to introduce myself to you. My name is
Luxmihaasan Rasappah, and people like to call me “Lucky”. I have more than 20
years of experience in the financial industry. I
have a Bachelor of Arts degree in Law from Carleton University since 2000. I
hold the five designations in the financial industry. These designations are
Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS),
Certified Executor Advisor (CEA), Certified Divorce Financial Analyst (CDFA)
and Chartered Financial Divorce Specialist (CFDS). I do have tax education from
HR Block and Softron. Also, I did achieve Collaborative family law training. I
possess skills such as training to help my advisors grow; leadership;
communications as well as public speaking. Additionally, I am in the process of
updating my education and obtaining the Certified Financial Planner
designation. My areas of expertise are Risk Management, Retirement planning, Tax
planning, Estate planning, Trust and Succession planning. I
have expanded my business around Canada, and I am licensed to offer my services
in Alberta, British Columbia, Manitoba, Ontario, and Saskatchewan.

I am the Founder, President, and CEO of Kabis &
Associates Inc. and Kabis Accounting & Financial Service Inc. I am managing
more than three hundred Insurance and Investment advisors in Kabis &
Associates Inc. Kabis & Associates Inc. is a one of the leading Managing
General Agencies in Canada and is licensed in the five major provinces. Kabis
& Associates Inc. provides a one stop solution for financial services and
fulfils the needs of clients to obtain financial freedom since 2006. Kabis
& Associates Inc. received a couple of top awards from Insurance companies
for Insurance premium volumes and Investment volumes. Kabis Accounting &
Financial Service Inc. is one of the leading tax return filing companies and it
was established in October 2010. Kabis Accounting & Financial Service Inc.
helps with filing Individual tax returns, corporate tax returns, Trust tax
returns and final/deceased tax returns.

I do have a lot of experience in Trust & Estate planning
since December 2006. I look after Beforecare and Aftercare needs for Estate and
Trust planning. My current responsibilities are minimizing taxes at death,
maximizing the inheritance value, ensures that the person’s last wishes were
met, minimizing legal expenses, simplifying settlement of the estate,
determining your estate distribution, formulating strategies for distribution,
creating a multi-Trusts for different reasons, estate Freeze, minimizing estate
taxation, protecting estate value, formulizing estate documentation, lifestyle
goals, and Monitor & Review.

www.CanadianEstatePlanning.com

Dave Ratke, holds a CGA, CPA designation. His background spans over 25 years of progressive experience in Edmonton, Alberta, and surrounding areas in the industries of construction, manufacturing, oil and gas, and forestry. Dave is a highly accomplished finance professional managing successful finance departments in private and public sectors, as well as public company experience in both Canada and US jurisdictions.  Dave also has previous experience as a privacy officer and is currently a Commissioner for Oaths. 

With 30+ years experience in banking, credit unions, charitable
organizations and as a business entrepreneur coaching people about their
personal finances and small business, it is my privilege to financially
coach and advise Executors, Administrators and families through such a
life-changing event as death of a family member.

I also assist to "Set Your House In Order" before a death
occurs by coaching through the preparation of Will and Powers of Attorney documents. This proactive step
saves tremendous time and frustration in the future.

Services available through EstateCoach.ca and financial-concierge.ca.