Find a CEA

I am a Project Management Professional, having taken several $100MM projects from concept to customer.  Managing an estate is a project, with stakeholders, tasks, dependencies, durations, quality controls and (most importantly) communication.  These are all aspects of project managers, but in addition, I bring a sensitivity to the emotional side of the equation that is critical to the successful disposition of an estate.  I do not bring professional experience as a lawyer or accountant, I bring the personal experience of having lost loved ones and needing to "close out" their lives both in the financial and emotional senses.  

I have built QWFS with a vision to be one stop shop.  To provide my clients the opportunity to have one advisor that stays for life, and works with the parents, and the children and the grandchildren.  We are looking to provide the knowledge, the long lasting relationship and an opportunity to have the comfort to know that the plans we have made for the clients, we can assist in executing at death

I have served our clients in the Financial Services business for more than 35 years. The past 24 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.

I am currently working with executors to maximize estates through disposing of personal items and real estate renovations. I have been working in financing, commercial credit and construction projects for 30+ years. Finance degree, mortgage broker licensed, Merger and Acquisition Advisor, and have worked with clients including the Whirlpool Family Trust and multiple other family offices.