Find a CEA

I have been working with the CU system my entire working career and in the last several years have shifted my role over leading the Investment Operations, Administration Team.  Focusing on registered products, including Estates. 

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.

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 

Associate Wealth Advisor 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