Find a CEA

We focus on working with people who are looking for detailed guidance and support for their finances. Whether it be the sale of a property or business, going through a separation or divorce, preparing for retirement, or receiving an inheritance, we help people who are experiencing some kind of financial transition in their life.

Working with us can be summarized in three parts: First, we take the time to get to know our clients on a personal level to understand what they are going through, what they need, and what is most important to them. Then, with access to all of the resources of Edward Jones, we use an established process to create personalized and detailed strategies designed to address those needs. Finally, because things change over time, we partner with our clients for the long-run to ensure everything stays on track.

Planning, guidance, and oversight is at the center of my role as a professional advisor. That's why I also attained the CFP® certification; so that I can provide the technical knowledge required to effectively guide my clients through the changes affecting their finances.

Sandra Carreiro is the Branch Office Administrator, and she is dedicated to providing our clients with the highest level of service possible. She can be called on for appointment bookings, copies of statements or tax slips, or account questions in general.

Born and raised in Ottawa, I lived in Kingston for 11 years before relocating to Milton in 2015 to be closer to my family. As well as being a full service Financial Advisor, I also sit on the Board of Directors with the Community Foundation of Halton North (CFHN), am the President of the Halton Scotch Whisky Society, and a lover of Formula One. I live in Milton with my wife, Ami, and our 5 year-old son, Dean.

If you're experiencing a financial transition like those listed above, and would like more details on how we can help, please feel welcome to contact us. We look forward to speaking with you.

Izzio Financial

I am providing Civil and criminal legal consultation in Iraqi law for my Iraqi Canadian living in Canada.

I am Founder and President of TAVINA Management Corporation, a consulting company based in Vancouver, which provides Family Office Services and access to Investments in Canada for High net Worth European clients. With more than 30 years experience in the Financial Industry in various Senior Management positions in European financial institutions, I am able to provide a holistic advice with regard to the international wealth and estate planning needs of our demanding clients. Besides being a Certified Generation Advisor by the German Financial Planning Standard Board (FPSB), I am also certified as German Executor of a Will. More details can be found on my website www.tavina.ca 

I am a professional financial advisor focused on full cycle financial planning from the cradle to the grave, make sure every client has suitable plan for each period, your choice makes your life more easier, trust me to bring you a bright future. 

Sunrise Credit Union strives to provide exceptional products, service and education to our members in each of our communities.  Serving as VP Wealth & Marketing provides me the opportunity to provide our members with access to wealth advisors and planning teams to meet any member's particular needs.  Continuing education as a Certified Innovation Execituve (CIE) as well as completing the governance and leadership institute of Rotman School of Management provides an excellent knowledge base upon which to add the Certified Executor Advisor training.  Members of our Credit Union and Community are in need of the assistance a CEA can provide.

Optim Financial Solutions, an agency of Sun Life Financial, caters to individuals, business owners, and their families in managing wealth, insurance and risk management concerns.  Andrew Johnson, BES, MFA-P has a focus on strategic philanthropic conversations with clients who are preparing their estate plans.

Holly is an Masters prepared Registered Nurse and MBA Graduate from the Haskayne School of Business in Calgary, AB. She has over 20 years of experience in the healthcare field, and is currently a Professor of Nursing in the areas of Seniors and Community Health. 

Holly works with marginalized and vulnerable populations as a Designated Capacity Assessor for the Alberta Office of the Public Guardian and Trustee. Holly is knowledgeable, approachable, efficient and responsive, with the ability to travel across the province and country as required. She is a strong advocate, working diligently and ethically to ensure a thorough, dignified and expeditious experience for clients and families. 

My greatest satisfaction comes from demystifying the estate planning process for my clients and guiding them through it – helping them to see the big picture and all its parts so they can make informed choices. I use the applicable federal and provincial tax, succession, trust, family, insurance and bank laws – and their interplay – to my clients’ advantage to optimize taxes. In the right circumstances, I also recommend life insurance products as a cost-effective way to offset taxes and other future obligations at death, so that beneficiaries receive all that my clients intend. 

Mathew Joseph MSc, PhD, PFA, CHS

Financial Consultant

I
had the opportunity to experience the value of Life Insurance and Investment early
on in his life. His Uncle suddenly passed away at the age of 45 leaving behind
a stay-at-home widow and 3 children aged 12, 10 and 3. It was devastating for
the family to lose their sole breadwinner. Fortunately, he had an appreciable
amount of life insurance which paid off the mortgage and the balance was
invested in blue chip companies, the income was sufficient for the widow to
focus on her children and their education without going to work. It was this
experience that made Mathew enter the insurance industry so that he can help,
families, small business owners, professionals and retirees plan a strategy to
secure their financial future.

After
completing his PhD in Science from Bombay University, he joined the Tata Group
of companies, which took him to Europe, W Africa, China and US / Canada. His
experience in International Business gives him a clear insight into the
needs of Business owners, a transferable skill he brings into his insurance
practice. His international business exposure also makes it seamless for him to
work with people from all ethnicity and nationalities.

After
migrating to Canada, he joined for RBC Insurance as an Advisor in 2002 and a
year later became an independent Financial Consultant providing Insurance,
Investment, Retirement, Estate and tax planning advice to his clients. He is
very passionate in working with his clients to help them plan a strategy to
secure their financial future.

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