Find a CEA

I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance, Estate Planning and Tax Issues are all aspects of meeting a client’s specific financial goals. I create wealth and peace of mind.  I am dedicated to building trust with my clients and creating long term relationships. 

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Over 40 years of helping small businesses and individuals plan for their financial future.

Joanne Ma, Financial Consultant, CPA CMA, CEA 

People see me as a financial
profession, a trustworthy and reliable friend! Providing holistic
financial planning advice on life insurance, estate planning, retirement and tax planning. 

“信任是人們之間最重要的，無論是客戶還是朋友” Joanne 馬媛，您值得信賴的財務規劃師!  不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要了解金融理财的基本理念，提前规划的必要性，财务安全的重要性，家族财富传承的可能性，企业和个人免税延税的合法性

Area serviced:
Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New
Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port
Moody, BC; White Rock, BC

I am a Chartered Professional Accountant (CPA), Enrolled Agent (EA), and the owner of ACW Accounting & Tax Services, specializing in Canadian personal and corporate tax preparation, as well as U.S. personal tax returns and ITIN applications. As a Certified Executor Advisor (CEA), I also provide guidance to executors on estate-related tax matters.

What sets my business apart is my ability to navigate both Canadian and U.S. tax systems, offering tailored and professional solutions to simplify my clients’ tax and financial needs.

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

Funeral Pre-planning and pre-funding is an important legacy for your
loved ones.  Serving the West Kootenays representing Castlegar Funeral
Chapel, Thompson Funeral Service and Clark's Funeral Services ensuring
your wishes are registered and honoured.  Helping your loved ones avoid
the burden of paperwork, difficult decisions and being left with a bill
to pay is priceless.

James MacKay, B.Sc, BSW

Blair MacLean, RFP,CFP,CLU, RHU

Integrated Family Office offering accounting, financial planning, legal, investment overview

I am a lawyer practicing in Wills and Estate Planning and Administration based in Dartmouth, NS. I help clients explore various estate planning strategies and assist them with preparing a tailored estate plan, which includes drafting wills, an enduring power of attorney, personal directives (living wills) and establishing trusts.