Find a CEA

I am a born and raised Calgarian with strong roots in both Calgary and Banff. I am very proud of my family who instilled the value of "if you are going to do something do it right, and put in 100% effort".

This core belief has helped me in many aspects of my life and is what I believe to be my biggest strength for being able to achieve my goals as an Edward Jones advisor. My primary goal is to be an integral part of my client’s lives and to be a trusted resource to help them achieve their goals, whether it be sending a child to university, buying a new home, or a dream vacation and of course living their best retirement life. I am always excited to watch as my clients achieve a milestone which they may have thought previously unattainable.

My move to the Edward Jones team has been the best thing I have done for my clients in order to better serve them towards reaching their financial dreams. With my Branch Office Administrator, Meeka Haller, our goal is to provide the highest level of service possible, by being available to meet or answer questions in a timely manner. It is our mission to have a positive impact and deepen the relationships with our clients at every opportunity.

My team and I look at each investor’s needs and develop unique and proven strategies to meet those needs. We strive to keep everyone on track by partnering with our clients, listening to them and monitoring their investments for maximum success.

On a personal note, I am married to the most amazing person I know. We love to travel and see and experience different places to appreciate the beauty and differences all over the world. I like to get out and golf as much as possible although practice does not always make perfect! When on the golf course, I can enjoy the beauty of the area which I call home, and allows me to spend quality time with friends and family.

I love working on puzzles, putting the pieces together to achieve a spectacular, sometimes surprising result is truly rewarding. I use this approach when I am working with my client’s finances….it is just like a puzzle, each piece needs to be analyzed and put together slowly to achieve the best result.

Another passion of mine is helping people, this passion naturally guided me into my specialty with Estates and Trusts.  Helping a client plan and navigate through such a difficult time in their lives is truly rewarding.  This may be through a variety of ways such as Executor Support Services and Professional Executor Services..

Outside of the office I volunteer on several committees within the wonderful community of Guelph, as well as can always be found at local parks walking my Labrador Retriever (or he is walking me!)

With 28 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total retirement planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

I currently also carry the CFP, CIM, and CHS designations.

Professional office with two Financial Planners (Qualified Associate Financial Planner, and Certified Financial Planner) and three Administrative Assistants. We specialize in retirement income cash flow planning, taking inflation and taxes into account. Then, on your income plan, we add investment management as well as legacy and estate planning. Please visit our office website to watch the introductory video.

I am a semi-retired Private Investigator on sabbatical currently volunteering at my local hospital.I have served as a para-director at my local funeral home, and am excited to serve the recently bereaved as an Executor Advisor. I know firsthand how complicated this process has the potential to be, and hope to steer clients through the confusion, consulting allied professionals for their expertise.

A Financial Advisor and independent owner of 3 Co-operators Insurance locations I provide a holistic view of a clients Financial and Risk Managment plan. Although providing property and casualty insurance is a significant part of our business I focus mainly on wealth and estate planning for business owner and farm families. 

Three Hills, Drumheller, Beiseker, and area

20+ years as an advisor focusing on inter-generational wealth transfer; protecting family businesses and farming operations.

I, Glenn Stewart now offer Retirement Planning,
Insurance and Executor Advice to clients. I develop each clients' individual
needs and help them in choosing unique services to assist them in attaining their
goals. So, whether you're seeking Tax Savings, Estate Equalization Advice, Insurance
or Financial Advice, I am here to help YOU. I take an open approach to your
financial health by using my forty plus years of business and insurance expertise
to best meet your individual requirements. Note, as an advisor I am not limited
to any one line of products and not tied to any specific company. I offer
products that suit the clients’ stage in life to help them achieve their
financial goals and dreams.

      Certified Health Insurance Specialist
(CHS™)

      Certified
Executor Advisor (CEA)

      Chartered
Insurance Professional (CIP)

      Canadian
Risk Manager (CRM)

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.  I first became interested in this area after helping my mother through her journey in settling my father’s estate.  She had so many questions and was receiving conflicting advice and incorrect information from her financial service providers.  Who knew there were ways of filing his taxes to multiply his basic exemption?...or specific planning opportunities to restructure her finances to eliminate the Old Age Security Claw-back she now faces? Knowledge is power and the practical estate administration advice a Certified Executor Advisor can provide is second to none in the industry.  I have walked this journey along side my mom and know what you are facing and would be pleased to help.

Matthew specializes in real estate transactions involving the cherished homes of seniors and decedents.  Handling this type of transaction requires a steady hand, patience and trustworthiness, which he has developed over a decade of real estate experience.  Whether you have a need for an estate sale in the probate phase or are disposing of a property as part of your estate planning process, Matthew should be your first call.  Matthew specializes on North Shore (North and West Vancouver) properties where he has lived all his life. 

Employed with PPI, one of Canada's leading MGAs, I work with insurance and investment professionals seeking to provide holistic advise to their clients.