Find a CEA

Fareed Khan for over 17 years, has been leading product and IT
initiatives, leveraging available resources in technology, product
marketing, and customer solution teams to deliver compiling
organizational results. Mr. Khan brings the leadership to plan, develop
and lead the execution of business strategies, and to ensure a
collaborative approach towards the development, implementation and
project management of large scaling software and IT systems. His
experience in interfacing across the enterprise, with global clients and
managing both in-house, virtual and outsource teams. Moreover, he can
evaluate technical and business issues, create manageable solutions,
oversee change management policies, and apply business principles
integral to a high-tech organization that is operating in a global
business environment.

Heather Kiley is the dynamic front line Executive Assistant,  to Timothy Ross Family Advisor ® , CEO, Founder of Brock Shores Financial

Client care specialist, and in house specialist for estate planning, implementation, disability tax matters and trouble shooting with government departments.

• Tax Smart Planning & Investing
• Worry Free Retirement
• Education of Our Children & Grandchildren
• Quality Care For Our Parents
• Meaningful Financial Help For Our Loved Ones
• Meaningful Legacy

I am a Class 1 licensed Funeral Director and Death Doula. I am a Rotarian with the North Muskoka Rotary Club and a member of the Royal Canadian Legion, Branch 232 Ladies Auxiliary.

RBC Royal Trust has been serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity solutions tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions.

I have been in the business since 2003 serving trust and estate clients initially in the area of income tax and later in the administration of trusts including testamentary and inter vivos, as well as charities.

I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates. 

I am a Tax supervisor and payroll compliance professional. I have been preparing Terminal, estate and trust returns for 23 years. I am taking this course because it sounded interesting and i am an executor in the future.

I have been a financial advisor with Edward Jones since 2017, and provide comprehensive financial guidance for both business owners and individuals with complex financial needs. With a Bachelor of Commerce degree from MacEwan University, I bring a strong academic foundation and a deep understanding of financial dynamics to my clients.

I hold the Certified Financial Planner® designation, underscoring my knowledge in guiding clients through complex financial landscapes.

My approach is rooted in personalized service and tailored strategies that align with each client's unique goals. My focus is on helping clients build, manage, and protect their wealth, ensuring they are well-prepared for both opportunities and challenges. Whether you're a business owner planning for succession, or an individual seeking to secure your financial future, I can help you achieve your objectives.

Connect with me today to explore how we can create a tailored financial strategy to help support your financial success.

Email: bryan.krawchuk@edwardjones.com
Office: 780-463-3443

Angela Kruk is the owner of Gates Law, focusing on serving small businesses and people with their estate planning and administration needs, elevating people above problems.