Find a CEA

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Over 35 years of helping small businesses and individuals plan for their financial future.

Joanne Ma, Financial Consultant, CPA CMA, CEA 

People see me as a financial
profession, a trustworthy and reliable friend! Providing holistic
financial planning advice on life insurance, estate planning, retirement and tax planning. 

“信任是人們之間最重要的，無論是客戶還是朋友” Joanne 馬媛，您值得信賴的財務規劃師!  不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要了解金融理财的基本理念，提前规划的必要性，财务安全的重要性，家族财富传承的可能性，企业和个人免税延税的合法性

Area serviced:
Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New
Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port
Moody, BC; White Rock, BC

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

Blair MacLean, RFP,CFP,CLU, RHU

Integrated Family Office offering accounting, financial planning, legal, investment overview

I am a compassionate and results-oriented lawyer with a passion for delivering outstanding results to my clients. Over the past 10 years, I have been the Principal Lawyer and Owner of my own law firm, Western Legal, where I have helped 1000s of clients to navigate complex legal situations. My supportive and educational approach, combined with my industry-leading legal strategy development allow me to ensure my clients are comfortable and confident throughout their legal processes while also getting the results they deserve.

I have expanded my practice over the 10 years to encapsulate real estate law, estate law, and corporate law. I have developed an expertise in each area as well as a detailed understanding of how to help a wide range of clients to thrive in diverse and complex situations.

I feel incredibly grateful to have built a career doing work about which I am so passionate, and I am excited to continue this work through the rest of my career.

When I have time away from work, I love to do Cross-Fit, go skiing, do energy work, and I’m currently learning to play ice hockey!

Financial Plans without Incentives.

Wealth strategies are designed with a select client in mind. The focus is on objective, comprehensive thinking in collaboration with other professionals to create a benchmark for wealth preservation and growth. Financial planning engagements are independent of any product incentives or referral fees.

RBC Royal Trust Advisor with an extensive financial planning background. Offering a number of specialized services through the Estate and Trust division of Royal Bank, such as Agent for Executor, Corporate executor, agent for trustee/power of attorney!

Investment and insurance advisor and mortgage broker.  I have numerous designations including CFP, FCSI, EPC, and CFSD.  I work with people that want to move forward with their financial needs

At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 35 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.