Find a CEA

Full service financial planning practice.  We specialized in helping our clients through complex business, tax and estate planning.

We are IIROC licensed in Ontario, Quebec and BC, and Life Insurance licensed in Ontario and BC.

• 24 years of banking experience as front line service staff, financial advisor and mortgage specialist
• will provide assistance to busy professionals with their own, their elderly parents or disabled family member's day to day banking needs- automating bill payments and ensuring automatic deposits or credits are received
• will liase with other professionals involved in financial affairs of clients-accountants, financial advisors, lawyers, bankers or lenders
• will organize records for income tax filing

I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA, MFA-P and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University of Toronto. 

I represent Scotiatrust as liquidator, co-liquidator or agent on many estates.

TD Weath

Private Banking

Investment Management - PIC and PIA

Trust

Wealth Advisory Services

I have:
• 11 years of providing high quality insurance and investment services for individuals and corporations
• 11 years of wide industry experience in financial administration and mathematical optimization
• 5 years experience in strategic planning and corporate programs integration
• 3 years experience in sales and marketing
• Experienced team player with excellent interpersonal skills and the ability to mentor juniors
• Highly motivated, creative and energetic, excellent problem solving skills, ability to solve complex problems under pressure, ability to motivate and help other team members, strong sense of responsibility

I have been in Life Insurance and Investment planning business for families that require good understanding of the importance of planning for the future life after work and transfer assets accumulated during their lifetime to their spouse and children with minimum tax impact.

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations. For over 17 years, Deven has been providing accounting, investment, insurance, and tax advice to clients in Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.

Manisha graduated from the University of Punjab with B.Comm
in Accounting and Business Law followed by Business Administration in
Accounting from NAIT. Manisha has over 23 years of experience with a focus on
accounting and customer service. Prior to joining KPMG, Manisha has worked with
different financial institutions, Oil & Gas and hospitality industries.
Having worked through different sectors of the economy, the desire and passion
to help families and individuals during difficult transitions is what drove
Manisha to be a specialized professional. Manisha has obtained Certification in
Estate and Trust Administration (CETA) and Trust and Estate Practitioner
designation (TEP) that is recognized worldwide.

As a Paralegal at KPMG Law LLP, Manisha possesses extensive
expertise in estates, powers of attorney, trust administration, and litigation
matters. She is proficient in drafting essential legal documents—including
wills, POA agreements, and trust instruments—as well as preparing probate and
trust administration filings. Manisha communicates effectively with executors,
trustees, beneficiaries, and financial institutions. Her skills encompass
interpreting complex legal terminology, adhering to evolving compliance
requirements, and handling sensitive client information with discretion.

Her role becomes particularly significant during litigation,
where she conducts thorough legal research, drafts motions and pleadings,
manages discovery processes, and prepares exhibits for court proceedings.
Manisha's proficiency benefits all aspects of case management, including
collaboration with attorneys, clients, witnesses, and experts to ensure
seamless information flow and support comprehensive trial preparation through
organized case files and evidence presentation.

Manisha’s professional diligence, personable approach, and commitment
to ensure that each one of her client’s experiences is positive and
legendary by building strong relationships with them and their families. She is
passionate about her work and possesses exceptional client service skills.

Danielle brings 15+ years of banking experience and an education focus to Anholt Group Private Wealth Management in Saskatoon. She has her Personal Financial Planner (PFP®) designation and is continuing her education towards the CERTIFIED FINANCIAL PLANNER® designation. She is also a member of the Saskatoon Estate Planning Council.

Danielle is proficient in assisting female entrepreneurs, those close to retirement and blended families with customized solutions to meet their goals and build their wealth across generations. She believes that a holistic approach is necessary to ensure wealth is protected, including insurance and estate planning.

As a Certified Executor Advisor, having enjoyed a successful accounting career within the Financial Services Industry, I feel privileged to be able to walk so many Bereaved Families through the many tasks expected of them as Executors.

My greatest satisfaction comes from all the thank-you letters I receive for having made the entire Executor process  into a journey they can "actually feel proud to have completed".