Find a CEA

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.

Life Insurance Licensed as well as a Real Estate Agent

I provided one stop financial solution to my client; and I am a retirement and estate specialist who works with individuals and corporations to determine their retirement, and estate needs. 

I have been a financial advisor for about 10 years, I provides financial planning services, life and health insurance products and investment management to my clients,  I became a CFP in 2020,  professional communication and trustworthy services is my unique. 

Irene Lis, founder
of Your Life
Commemorated Inc.™,
is a licensed Funeral Director with an MBA and a Certified Human Resources
Leader (CHRL) designation.  Irene enjoys
working as both a personal funeral planning consultant and as a Human Resources
consultant and.  While two seemingly
different roles, both require a passion for making a difference in clients’
lives.

While pursuing her funeral director license,
Irene came to appreciate how so few people understand the “funeral” options
available to us all and the enormous opportunity that we each have to own and
design a commemorative funeral event that truly reflects us as individuals. Your Life Commemorated Inc.™ is an independent Personal Funeral Pre-Planning
Advisory Services Firm whose
“raison d’être” is to educate and promote the personal ownership and
creation of meaningful funeral plans that truly commemorate the unique life of
each individual. 

Taking
the time to ensure our plans fully represent how we want our life commemorated
- to reflect our
personal values, interests, experiences, special qualities, passions, hobbies,
cherished memories – is a great gift that we provide loved ones ensuring a legacy that they will remember
forever and will help them grieve in a positive way and with peace of mind.

We plan for all of the important events in
our life such as birthdays, graduations, religious celebrations, anniversaries,
weddings, retirements.  Why should the final important event of our
life - our “funeral” - be any different?

I am a CFP and Life Licensed since 1984.Work at Optimize Wealth Management as a Wealth Planner and am associated with FBC Financial and Estate Planning. I work mostly with pre and post retirees, specializing in wealth management and risk management. I conduct Financial Plans for my clients that involve the above plus will planning,tax planning,probate planning and estate planning. Most of my clients have come from the farming and small business communities. I work with a team that includes an assistant and a junior advisor.

I currently work as a Marketing & Social Media Surveillance Officer and have to review marketing pieces from different lines of business, Private Investment Advice, Private Investment Council, Private Banking, Wealth Insurance, and Private Trust, in TD Wealth.

Not applicable. Do not publish any information about my profile on any current and future materials.