Find a CEA

Currently Sell Life Insurance + Living Benefit plans as an employee of CAA , Club Group Advisory Services.  

Jay Dowhaniuk, which is pronounced “Dow-han-e-uk” (don’t worry, even Ukrainians pronounce it wrong!), is a Wealth Manager at Raymond James. Jay’s clients value his personable approach and unique skill of explaining complex financial concepts in a way that is understandable.
A graduate from the Okanagan School of Business with a BBA degree majoring in finance, Jay started his career at a major bank but soon joined Raymond James in 2005 and has over 15 years of experience in finance. Jay has also earned the prestigious Chartered Investment Manager (CIM®) and Fellow of CSI (FCSI®) designations.

Jay is an avid cyclist who combines his passion for cycling and philanthropy by participating in a number of fundraising events each year. Most notably is the Ride to Conquer Cancer benefiting the BC Cancer Foundation where Jay’s efforts caught the attention of Global News Okanagan and the Kelowna Daily Courier.
When Jay is not in the office, he enjoys spending time with his wife Brianne, daughter Charley and son Tucker. When he isn’t biking Jay enjoys boating, camping, snowboarding and taking advantage of all the Okanagan has to offer.

Senior Financial Advisor with more than 35 years' financial services experience.

I continually review my clients' on-going financial situation and with them, I devise a retirement and investment savings plan that is suitable, given their individual risk tolerance, investment objectives and time horizon.

As an independent financial advisor, I am able to place my clients’ needs and best interests first. I offer products and services tailored to my clients without regard to compensation, ensuring portfolio balance and risk mitigation. My goal is to offer integrated investment and insurance solutions, centred on my clients’ priorities to help them achieve their dreams.

Passages Law services clients primarily in the estates area, which include probates, re-sealings of foreign jurisdiction probates, and estate litigation; we also do basic corporate work and real estate transactions.

I am a CPA, CA and have been interested in estate organization for years.  Throughout my career in the small-cap corporate world, I always felt an element of "social purpose" was missing for me and have now found that pursuing the fundamental start for estate planning and organization - creating Wills.

Naomi English, BA (Econ), FCSI,CIM

Financial Associate with the Kozak Financial Group at CIBC Wood Gundy

Our team provides a full range of investment services and financial advice.

I am employed with Access Credit Union and work with Estates and Wills as a large part of my position.  Taking this course will definitely benefit me and the members I deal with on a regular basis.

I have practiced as Notary Public in British Columbia since May
2012 after graduating from the Master's Program in Applied Legal Studies at Simon Fraser
University. I specialize in real estate conveyancing,
mortgages, drafting Wills, Powers of Attorney and Representation Agreements. I am fluent in English,
Russian and German.