Find a CEA

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. 

I assist Executors and Administrators with Will / Estate matters

A 35 year licensed Funeral Director, owner of multiple locations and interests.  Often asked difficult questions when others are unable to be located, I needed to know the answers.  Death is 24/7 answers need to be too. 

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.

Connie Forsyth, CPA TEP, is an Associate at Good Redden Klosler LLP, a mid-sized firm in Simcoe, Ontario servicing owner-managed business owners through an integrated model uniting accounting, taxation and financial planning expertise. 

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 and business succession planning utilizing investment securities, banking and insurance solutions to meet our client's needs.

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

Insurance speicalist/ financial planning