Find a CEA

As Partner at Sage Sfera, I help executors,
beneficiaries, and estate professionals navigate the human side of estate
administration. As a CEA with an Executive Certificate in Conflict Management
(Windsor Law) and a B.A.Sc. in Chemical Engineering (U of T), I pair structured
problem-solving with an insightful, supportive approach—helping executors and
families navigate duties, decisions, and delicate conversations with clarity
and confidence.

Drawing on a proven record of turning vision into actionable
roadmaps, coordinating diverse stakeholders, and long-term entrepreneurial
success, I excel at aligning diverse viewpoints and moving complex projects
forward. Whether clarifying roles, untangling ownership issues, or guiding
difficult family conversations, I create structured, respectful processes that
protect both assets and relationships. Clients value my calm, intuitive
leadership style and the tailored strategies I design to deliver enduring,
collaborative outcomes across estates and family enterprises.

I have been in the accounting/tax profession for over 25 years.  Recently I worked for an estate settlement company and loved this area.  I specialized in estate taxation and now owing my own company Estate Assist Settlement Services will allow me to expand my offerings into complete estate services.  I believe that estate settlement services should charge fair and reasonable prices and this is what our organization will do.

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.

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 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.

I am currently the Manager of Finance at Providence Care Centre in Kingston and have been with the organization for 22 years.  Looking to retire in 5-6 years and would like something to keep me occupied.  A friend of mine, a financial advisor, recommended this course to me.

I own a crematorium and it has been open for over 20 years and prior to that, I owned a funeral home.  I maintain my funeral directors license. 

I am Director of Estate & Trust services at ScotiaWealth Management

Financial advisor for 30 years. Tax professional for 15 years. 

Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry. 

Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services. 

Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.

RBC LIFE INSURANCE COMPANY

I AM A SENIOR SALES CONSULTANT FOR WEALTH AND RETIREMENT SOLUTIONS. I AM NOW IN MY 24TH YEAR WITH RBC LIFE AS WHOLESALER, WORKING THE MGA AND INDEPENTDENT BROKER MARKET.