Find a CEA

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. 

At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 35 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.