Find a CEA

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.

Kim has worked for over 42 years in the financial services industry as an executive focused on workplace retirement and savings plans.  Recently retired herself from full-time work, she is now focused on helping individuals who have experienced the loss of a loved one. Whether you are a first time executor and are feeling overwhelmed, or are simply looking for a little help, Kim is available to walk you through every step of the estate settlement process. Duxbury & Associates is an advice only financial planning firm, that doesn't sell products and is free of conflicts of interest. The firm focuses primarily on helping Canadians understand their retirement readiness and how to effectively draw income during their retirement years. 

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.

My name is Omar El Tohamy. I am an articling student at Miltons Estates Law. Ontario estates solved.

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 am a Financial Advisor and Financial Planner who partners with a select number of families and business owners over the long term. I don’t offer one-off advice or transactional services. My work is built on lifetime partnerships — helping people make clear, confident financial decisions as their lives evolve.

I have been working in the financial services industry since 2009, I’ve had the privilege of working closely with a select number of families and business owners through moments that truly matter: building a family, growing or selling a business, navigating divorce, settling an estate, or transitioning into retirement. These moments are rarely just financial. They require structure, perspective, and calm decision-making — and that is where I focus.

I hold the Certified Financial Planner® designation and have also earned the Designated Financial Services Advisor (DFSA™) and Certified Divorce Specialist (CDS®) credentials. I pursued these designations intentionally, to ensure I have the tools, technical depth, and ongoing education required to guide families through complex life transitions with clarity and care. Financial planning, in my view, is a disciplined, evolving process, not a single event.

My approach is personal, thoughtful, and grounded. Planning conversations take place in my Richmond Hill office, at a kitchen table, or sometimes during a walk. The goal is always the same: to turn uncertainty into a clear, practical plan people understand and trust.

In addition to my client work, I serve as a Secondary Wealth Management Leader within the leadership team at Edward Jones, contributing to the development of advisors and the advancement of comprehensive financial planning and advice.

Outside of work, I’m a father to my daughter, Ariana. Being her dad continually reminds me that money, on its own, doesn’t create peace or fulfillment — clarity and purpose do. I stay physically active through soccer, tennis, and regular training, and I maintain a daily mindfulness and reflection practice. These disciplines help me stay focused, present, and steady — qualities I believe are essential when guiding others through important financial decisions. I believe the most effective financial planning connects structure with purpose and clarity. That belief shapes both how I live and how I serve my clients.

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