Find a CEA

At the ripe old age of 16, I started working in the bank as a receptionist.  I worked with the loans and mortgage department.  I then moved to BC and worked for CIBC and then I came back  to Alberta and went to work for TD. 

I then started working for a collection agency and moved into legal collections.  I was thrust into commercial litigation and had the opportunity to learn more about labour law, Human Rights Tribunals, Union strikes and the chaos that could bring up.  

I was not enthralled with the criminal aspect, commercial and corporate crime every so often came across my desk.  it was interesting.

In 1999, I cut my wages in half and went to work in family law.  I stayed in family law for 12 years and decided I needed a break.  I ended up obtaining my certification as an English Teacher for Speakers of Other Languages (TESOL) and then went in as a Health and Safety Administrator and became a Peer Auditor to assist companies in obtaining their Certificate of Recognition (COR).  

After a little while, I ended up back in family law, where I have remained since 2015.  

While I worked in family, I had the opportunity in some smaller firms to learn about Wills and Estates.  It was an area that allowed some sleuth work.  Looking for Insurance policies from the 1950's and finding bank accounts for some.  It is an interesting field.  This course however, is more to help people who are left to pick up the pieces, so to speak.  I have done it personally but I think helping someone get through it would be such an uplifting experience.

As an Edward Jones Financial Advisor, I take pride in accomplishing what's of utmost prominence for my community. The most rewarding aspect of my career is helping people achieve what's significant to them. Every strategy I offer and every solution I recommend is based on what's critical to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I've been employed with the largest financial institutions in Canada for over 14 years, specializing in investments and financial strategies. I worked for the Royal Bank of Canada for almost 9 years and completed my Personal Financial Planning (PFP) designation as I was growing my practice. After many successful years of being employed with large institutions, I decided that it was time to start my own business where I could provide expert advice on comprehensive wealth strategies.

I'm a lifelong student, and an avid reader. I'm always learning in order to provide the best guidance for my clients. My reading pertains to personal finance, the stock market, and history of capital markets. Outside of work, I'm also passionate about fitness and love to travel.

Being active in the community is imperative for me. While at RBC I have raised funds for JDRF.

I work closely with select families in order to determine their overall goals and set explicit targets to attain them. I can help establish the most fitting financial strategy for you and your family.

I strive to provide world class service and an in-depth financial counsel for all my clients. Feel free to contact me, so we can discuss your unique situation.

Bassam Lazar is the founding lawyer of Lazar Law. Bassam graduated from the University of Western Ontario in 2005 and from the University of Windsor Law in 2009. Bassam’s primary areas of practice in London, Windsor and throughout Ontario are Wills and Estates, Real Estate Law, and Business Law.

Other areas of practice at Lazar Law include commercial real estate, commercial and residential leasing, and certain transactional legal matters.

I managed a discretionary portfolio strategy for my clients that now has a 16 year track record (as of Dec 2024).  Began working in the investment field in 1986, work experience includes institutional fixed income, commodity futures, portfolio strategy and investment management, and life insurance.  Have worked in Toronto, London UK ,and Vancouver where we currently have a team of 5 professionals in the Leacock Group.

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. 

I am a life insurance broker, I would like to learn more about taxation, estate planning.