Find a CEA

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.

Valley-Wide Financial Group founder Scott Findlay BA, CFP brings almost 40 years of experience yo the Financial Services Industry.  Within those 40 years he has built up a strong team that extends from Vancouver Island to Saskatchewan.  Part of the vision of the Group is to look at your finances as a whole and build a plan based on your needs and lifestyle not on a current trend.  Each plan is tailor made with your  needs in mind. 

Through collaboration and a shared idea that managing your finances is more than just your RRSP and TFSA contributions, we set out to not only help you save those funds but to protect and grow them.

Out of the concern to make sure that when life happens you are covered, the partners branched out into the field of General Insurance opening a number of Insurance companies in BC and Alberta.  From home and auto, life and commercial, Valley- Wide Insurance, in BC, and Prairie-Wide Insurance, in AB, offers competitive rates and agents that are well trained to assist you.

Part of VWFG vision is to come along side the business community and provide great group benefit packages to help businesses take care of their teams as well.  From a large company to a mom and pop operation there is a plan to suit your needs.

No matter if you are a business owner or a growing family, one thing never changes and that is taxes.  Part of the Valley-Wide Financial Group is our Tax Team who is available to prepare your taxes any time of the year and take advantage of the tax saving opportunities that are continually changing.

All parts of Valley-Wide Financial Group was strategically placed with the client in mind and the desire to help you save, protect and grow your wealth.

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

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.