Find a CEA

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 am the Estate Administration Officer for all branches at Crossroads Credit Union located in Canora, Wadena, Preeceville and Sturgis, SK. I assist our members in navigating the estate process by providing guidance, knowledge and advice to make the transition as smooth as possible. 

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.