Find a CEA

I am a Life Insurance Broker working at Good Redden Klosler Wealth Management, a division of Good Redden Klosler LLP Accounting Firm. 

We specialize in Financial Planning and the integration of Accounting, Advisory and Wealth Management Services. 

Manion & Associates as been providing award-winning full-service financial planning for over 20 years! Serving the communities of Maple Ridge, Pitt Meadows in person and clients throughout western Canada. Providing comprehensive financial planning, including Retirement Planning, Portfolio Planning, Tax Planning, Cash Flow Management, Estate Planning, Insurance and Extended Benefits. We believe independence is critically important and take pride in being completely independent.

Since 2003, we have dedicated ourselves to helping business
of all kinds elevate the quality of their service to their age 50+ clients and customers.  We
do this by translating current research about aging into best practices for
businesses, professionals, and communities in order to transform the customer experience, community engagement and ultimately,  their own business
success.

Thousands of professionals have completed our training programs and enjoy distinction in their communities and increased business revenues.  We currently offer the Certified Professional Consultant on Aging (CPCA) designation to professionals as well as Membership in the Age-Friendly Business Alliance.

CFP CLU CHS CPCA RRC

I'm a professional in financial planning service industry since 1988. I'm specializing in life insurance, critical illness insurance, disability insurance, long term care insurance, segregated fund investment, retirement planning, personal, family and business financial planning. I'm fluent in English, Cantonese and Mandarin. I can reach at 604-377-7683 or andy.lau@canadafinancial.ca

Currently more focused on Estate Planning. 

As an Edward Jones Financial Advisor, I take pride in accomplishing what's of utmost prominence for my community. The most rewarding aspect of my career is helping people achieve what's significant to them. Every strategy I offer and every solution I recommend is based on what's critical to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I've been employed with the largest financial institutions in Canada for over 14 years, specializing in investments and financial strategies. I worked for the Royal Bank of Canada for almost 9 years and completed my Personal Financial Planning (PFP) designation as I was growing my practice. After many successful years of being employed with large institutions, I decided that it was time to start my own business where I could provide expert advice on comprehensive wealth strategies.

I'm a lifelong student, and an avid reader. I'm always learning in order to provide the best guidance for my clients. My reading pertains to personal finance, the stock market, and history of capital markets. Outside of work, I'm also passionate about fitness and love to travel.

Being active in the community is imperative for me. While at RBC I have raised funds for JDRF.

I work closely with select families in order to determine their overall goals and set explicit targets to attain them. I can help establish the most fitting financial strategy for you and your family.

I strive to provide world class service and an in-depth financial counsel for all my clients. Feel free to contact me, so we can discuss your unique situation.

Bassam Lazar is the founding lawyer of Lazar Law. Bassam graduated from the University of Western Ontario in 2005 and from the University of Windsor Law in 2009. Bassam’s primary areas of practice in London, Windsor and throughout Ontario are Wills and Estates, Real Estate Law, and Business Law.

Other areas of practice at Lazar Law include commercial real estate, commercial and residential leasing, and certain transactional legal matters.

I have been a General Agent with the Knights of Columbus for the past eleven years. I manage a Team of seven Life Insurance Agents serving exclusively the families of the members of the Knights of Columbus members in British Columbia and the Yukon.

We are a Fraternal Benefit Society in existence since 1882 offering our services to members in the USA and Canada,

I hold the EPC, CPCA and CLU designations.

Hello/Bonjour:

I have been in the Financial Security Business since 1994 and enjoyed the interactions with my clients and prospects helping them plan and make smarter decisions about their money.

Being bilingual (French and English) has provided me with insights and perspectives that are unique.

As I am approaching my next major transitions in life, the CEA designation is a natural progression to continue helping clients and prospects alike.

Sincerely,

Jean-Marc Leger, EPC (Elder Planning Counselor)

I am a regional director with Desjardins, I work with our advisors to help them develop and grow their practice. 

I have been practicing in the Wills and Estates areas of law for over 20 years.  I have recently opened my own boutique style law firm to focus on areas of wills, estates and trust planning for corporations and high net worth individuals.  My practice is unique in that I have persons in house that hold varying designations including certified financial planning and life licenses.  I am comfortable handling related areas of law including general corporate law, real estate conveyancing, domestic contracts and estate administrations.  

I have been involved in the Financial Industry since 1982 and thoroughly enjoy assisting with the individuals and families with their financial plans.  Currently, I hold the life license and am working towards the financial planner's designation.  I have been preparing income taxes since 1960 and there are many questions that I do not have answers to concerning final returns and estates.  This designation will help.  I am with Spectre Financial in Windsor providing insurance and investment needs for clients helping them make their financial worlds a little more secure.