Find a CEA

I have been with Edward Jones for 10 years but in the industry over 12. I am married 33 years and have 6 children and two little Yorkies and  I was a stay-at-home mom for 11 years before entering back into the work force.  I graduated with Hon BBA from St. F.X. University with a Major in Finance and I love what I do.  I help individuals and families reach their financial goals.  Whether it is a short term goal, saving for an emergency fund or long term goal , saving for retirement, I partner with my clients to help them reach those goals that are important to them

Heather Kiley is the dynamic front line Executive Assistant,  to Timothy Ross Family Advisor ® , CEO, Founder of Brock Shores Financial

Client care specialist, and in house specialist for estate planning, implementation, disability tax matters and trouble shooting with government departments.

• Tax Smart Planning & Investing
• Worry Free Retirement
• Education of Our Children & Grandchildren
• Quality Care For Our Parents
• Meaningful Financial Help For Our Loved Ones
• Meaningful Legacy

RBC Royal Trust has been serving Canadians since 1899. We provide individuals, families and businesses with valuable estate, trust and incapacity solutions tailored to their specific needs. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions.

I have been in the business since 2003 serving trust and estate clients initially in the area of income tax and later in the administration of trusts including testamentary and inter vivos, as well as charities.

Chelley L. Kortenbach Inc. 

Chelley Kortenbach, CPA, CGA

Sole Practitioner 

Bookkeeping,  Compilations, Personal and Corporate Tax 

I believe accounting and tax is not only about numbers, but providing support and guidance to individuals and business owners so they have the clarity and confidence in their decision making. 

I am a Tax supervisor and payroll compliance professional. I have been preparing Terminal, estate and trust returns for 23 years. I am taking this course because it sounded interesting and i am an executor in the future.

Angela Kruk is the owner of Gates Law, focusing on serving small businesses and people with their estate planning and administration needs, elevating people above problems.

Sadhana Kumar is a trusted and accomplished real estate professional with over 20 years of experience serving clients across Greater Vancouver and the Fraser Valley. As a Seniors Real Estate Specialist® (SRES®), Certified Professional Consultant on Aging (CPCA®), and Lifestyle 55+ Affiliate, Sadhana has built a reputation for guiding mature clients and their families through major life transitions with compassion, professionalism, and deep industry knowledge.

Her practice is rooted in integrity, education, and advocacy. With a keen understanding of real estate transactions for the 55+ community, downsizing and "rightsizing", Sadhana works collaboratively with senior focused professionals, businesses, and families to ensure a smooth and respectful process during emotionally sensitive times.

Sadhana is known for her ability to simplify complex processes and empower her clients with the knowledge they need to make informed decisions. She is also the administrator and member of Seniors Business Connect, a collaborative network of professionals and businesses dedicated to serving the senior community with care, dignity, and respect.

Her extensive background in real estate, combined with her specialized training in serving seniors, positions her as a valuable resource for executors seeking clarity and support. As a Certified Executor Advisor, Sadhana aims to further her ability to guide executors and families with the empathy and expertise they deserve.

As a husband and father, CJ understands the value of trust and open communication, both at home and in the relationships he builds with clients. Rooted in legacy and leadership, he helps families lay strong financial foundations and build lasting wealth.

CJ holds a degree in Business Administration and brings a rare blend of creativity and strategy. He’s a certified copywriter through Ray Edwards and a graduate of Heroic Public Speaking, giving him the tools to make complex financial ideas clear, engaging, and actionable.

His belief is that solid financial planning creates the freedom to take bold steps, while still protecting what matters most. His own planning has given him the courage and confidence to explore, while keeping his family secure.

Outside of work, CJ is a certified shark diver and deep diver, a lionfish tracker, and a musician who plays bass, guitar, and drums. He also finds time to read and write.

He’s especially passionate about the overlooked value of segregated funds and whole life policies. In a market full of unstable, tax-heavy options, he helps clients see the long-term value of insurance-led strategies.

With focus and care, CJ helps clients build financial blueprints they can count on.