Find a CEA

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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

· 
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,

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

I have a passion for helping clients achieve their financial objectives through personalized advice. My approach is rooted in understanding not just your finances, but who you are as an individual. By getting to know your unique situation, preferences and ambitions, we create customized financial strategies that align with your life goals and resonate with your values.

Having moved to London from Chicago almost 15 years ago, one of my areas of focus is helping US persons to invest wisely. I joined Edward Jones almost seven years ago after a long career in investment banking. I put that wealth of knowledge to work for my clients.

Our commitment:
- Personalized planning: We tailor every strategy to suit your unique circumstances and evolving priorities
- Holistic approach: We believe that it is important to see your "big picture" and discuss how your goals fit together
- Trust and transparency: Your financial well-being is my priority, and I commit to providing transparent, honest advice at every step
- Access to resources: I put the resources of a world-class firm to work for my clients. From investment recommendations to tactical solutions, we have a dynamic strategy that adapts to changing market conditions

My office:
Your dedicated team is comprised of Sarah Backman and me. Sarah, a senior branch administrator, has been with Edward Jones for 10 years and is integral to our clients. She manages our office and plays a critical role in ensuring that we we deliver the best experience for our clients. She lives in London with her husband and two daughters.

About me:
I live in London with my husband, who is a professor at Western, and my three daughters are at university. I am a Business and Professional Women (BPW) board member. I enjoy playing pickleball and soccer. I have a master's degree in economics from the University of Chicago.

In summary, every strategy and solution I recommend is based on what is important to you. Whether it is retirement, saving for goals like education and home ownership, or protecting what you have built, we follow an established process to determine a roadmap together. I provide unbiased and valuable information while placing your best interests above all else.

Let's have a conversation about how I can provide guidance to help you achieve your financial goals. Call or email today.

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.

Sole-practitioner CPA, CA, LPA. Clients are mainly Businesses, but many non-profits, Estates and Individuals as well. Services include, financial, accounting, personal and corporate taxes.

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.