Find a CEA

I have been an advisor for more than 30 years, serving the needs of clients primarily in Southern Ontario. Along with my son, Michael Fox, we implement and update comprehensive financial plans for our clients for retirement planning, estate planning… Read more »

Area serviced: Windsor, ON

5199660101

Tanya Franke, Candidate
President

Port Colborne, ON Contact

Family Business for over 5o years servicing the Port Colborne and surrounding areas.
Insurance speicalist/ financial planning
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Area serviced: Port Colborne, ON

9057145513

Laura Friedrich, Candidate
Executive Director

D'Arcy, BC Contact

Area serviced: D'Arcy, BC

778-953-2210

Jacqueline A. Fyfe, Candidate
Financial Advisor

Toronto, ON Contact

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Area serviced: Toronto, ON

416-816-9121

Michael Gao, Candidate
Owner

Richmond, BC Richmond, BC Contact

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Area serviced: Richmond, BC

7783865210
6043700888

Janice Garbutt, Candidate
Broker

Ottawa, ON Contact

Area serviced: Ottawa, ON

(613) 878-4803

Matthew Garland, Candidate
Business Development Advisor

Halifax, NS Contact

Area serviced: Halifax, NS

9024410299

Robert Geisthardt, Candidate
President

Kelowna, BC Contact

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Area serviced: Kelowna, BC

6043175823

Vincent George, Candidate
Director Finance Controlling Solutions

Caledon, ON Contact

Seasoned financial professional working for a multinational corporation. I have more than 30 years of experience in senior management positions overseeing financial planning, budgeting, reporting, taxation, evaluating capital investment proposals, managing… Read more »

Area serviced: Caledon, ON

6476220763

John Georgescu, Candidate
Portfolio Manager

Sechelt, BC Contact

Area serviced: Sechelt, BC; Prince Rupert, BC; Gibsons, BC

604-989-3335

Area serviced: Kitchener, ON; Waterloo (Region), ON; Waterloo, ON; Cambridge, ON; Baden, ON; Wilmot, ON; Woodstock, ON

After having worked in the new construction area for several years as an In House Sales Representative and Design Centre Assistant I became a Licensed Realtor in 2007. Ongoing education and experience is as essential to my business as referrals. Designations I have achieved include Broker, ABR (Accredited Buyer Representative), and SRES ( Seniors Real Estate Specialist). I look forward to utilizing my background and resources to assist people with their real estate goals.

Area serviced: Kelowna, BC

Area serviced: Richmond Hill, ON

Area serviced: Calgary, AB

Area serviced: Windsor, ON

Area serviced: Port Colborne, ON

Family Business for over 5o years servicing the Port Colborne and surrounding areas.

Insurance speicalist/ financial planning

Area serviced: D'Arcy, BC

Area serviced: Toronto, ON

In the business over 40 years, CLU, CFP, CHFC, CHFS, CHS, EPC, CPCA. Deal in the older age market - most clients are seniors. Licensed to sell money and life products.

Area serviced: Richmond, BC

I am a CPA and providing the tax consulting services to my clients. My clients are getting aging and I believe it's very necessary to become a Certified Executor Advisor for my clients.

Area serviced: Ottawa, ON

Area serviced: Halifax, NS

As a financial security advisor, I aim to
develop deep and long-lasting relationships with all clients. No matter how big
or small your question/concern may be, you can rely on me at any time. Whether
it is getting into your new home, planning for retirement, or helping get your
child on the right financial path, I can help. Areas of focus include: Insurance planning (including life, disability and
critical illness insurance), Retirement planning, Investment planning
(including segregated, funds policies), Education savings planning, Group
benefits planning, Mortgages (by referring you to a Canada Life mortgage
planning specialist). Please
contact me any time to discuss how I can help you ensure you are on the right
track to achieving all your goals and dreams.

Area serviced: Kelowna, BC

CPA Firm with focus on Canadian Taxation Compliance.

Area serviced: Caledon, ON

Seasoned financial professional working for a multinational
corporation. I have more than 30 years of experience in senior management
positions overseeing financial planning, budgeting, reporting, taxation, evaluating
capital investment proposals, managing financial systems integration and
project management.

Area serviced: Sechelt, BC; Prince Rupert, BC; Gibsons, BC

I offer comprehensive planning, investment solutions and advice to high net-worth clients. I hold several designations like the CFP, CIM, and I am a Fellow of CSI. As a Portfolio Manager, I also offer portfolio construction and discretionary investment management based on clients’ goals, risk tolerance, investment timeline and income needs. This approach helps my clientele find peace of mind so they can focus their energy on quality time with family, trips around the world or other lifestyle pursuits.