Find a CEA

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

Adam Funnell is an experienced financial professional and the President of Funnell Insurance Group Ltd, where he leads a dedicated team offering comprehensive insurance, financial planning, and asset management solutions. With a Chartered Life Underwriter (CLU) designation and a focus on advanced financial strategies.

Adam works closely with individuals, families, and business owners to develop customized plans that align with their life goals. Whether it’s optimizing retirement income, planning an estate, or structuring insurance to support succession or legacy planning, Adam brings clarity, creativity, and integrity to every client relationship.

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.     

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.

I love financial planning, believe everyone should do it, and the best thing you can do for those you leave behind is to plan ahead and stay organized.

CPA Firm with focus on Canadian Taxation Compliance.

Candace has been actively involved in financial planning since 2014. She holds a Financial Planning diploma from the Canadian Institute of Financial Planning, is a Registered Retirement Consultant (RRC®), and earned her Certified Financial Planner (CFP®) designation through FP Canada.

At Stark & Marsh, Candace collaborates with clients to develop comprehensive financial plans that address financial, insurance, retirement, and estate planning needs. She works closely with the firm’s accounting and tax advisors to ensure that all aspects of a client’s financial picture, including tax implications, are fully considered.

Through a referral agreement with Stark & Marsh Wealth Management, Candace connects clients interested in investments to TriCert Investment Counsel Inc. This partnership provides clients with direct access to a team of portfolio managers who tailor investment strategies to their specific needs. By integrating the expertise of accountants, financial planners, and investment advisors, Candace ensures clients receive a holistic and customized approach to their financial planning.

Candace relocated to Saskatchewan in 1992 to grain farm and continues to assist her son with the financial operations of the family business. In addition, she and her husband Ivan own and operate MicroAge in Swift Current, a business they purchased in 2010. As a fellow business owner, Candace understands the challenges and regulatory requirements business owners face.

An active member of the community, Candace served on the board of Special Olympics (2021–2023) and was the Chairperson for the Swift Current Chamber of Commerce in 2016.

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.