Find a CEA

I am a CPA CA LPA for over 40 years. I have provided tax  and consulting services to small and medium sized businesses and individuals 

I am a Project Management Professional, having taken several $100MM projects from concept to customer.  Managing an estate is a project, with stakeholders, tasks, dependencies, durations, quality controls and (most importantly) communication.  These are all aspects of project managers, but in addition, I bring a sensitivity to the emotional side of the equation that is critical to the successful disposition of an estate.  I do not bring professional experience as a lawyer or accountant, I bring the personal experience of having lost loved ones and needing to "close out" their lives both in the financial and emotional senses.  

I have built QWFS with a vision to be one stop shop.  To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren.  We are looking to provide the knowledge, the long lasting relationship and an opportunity to have the comfort to know that the plans we have made for the clients, we can assist in executing at death

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Sanjay Gupta had a passion for "Financial Freedom for all" and made this his PURPOSE and then his life's PROFESSION.

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Equipped with a wealth of experience in attracting and retaining customers and building long-term relationships with ETHICS with UNBIASED and Comprehensive Financial Advice, he is growing exponentially with a team to be proud of at Mode Money Managers Inc.

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Every client is a VIP and gets the utmost care and diligence with a relationship that has cascaded to even the next generation for many.

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Blessed to have high-net-worth clients in Canada and overseas and humbly managing millions in investments with the right advice to families for Insurance, Risk mitigation, and Life dreams.

We strive to continuously update, upskill and upgrade ourselves to a good understanding of the world financial markets and welcome the change we want to have for Financial Freedom for ALL.

Financial Advisor Assistant,  Amanda brings a vibrant energy and a wealth of diverse
experiences to Raymond James. A graduate of the University of Calgary with a
Bachelor of Fine Arts, recently completing her licensing with the Canadian Securities Institute,  Amanda infuses her creative perspective into her work, always striving to bring the best solutions forward.

Hailing from Calgary, Amanda's
roots run deep in our community. She's happily married to her high school
sweetheart and is a devoted parent to two young children. When she's not assisting
clients or crunching numbers, Amanda can be found indulging her passions,
whether it's striking a pose in yoga, perfecting her swing on the golf course,
or crafting unique artwork from reclaimed wood.

With Amanda's dynamic
background and unwavering dedication, she's an invaluable asset.

I work for one of the largest Credit Unions in Manitoba 

I have served our clients in the Financial Services business for more than 35 years. The past 24 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.