Find a CEA

Search Filters


Clear Search
1186 Results Found
I am a CPA, CA with many years of experience in tax planning and in the preparation of tax returns for deceased individuals, estates and trusts.  I enjoy helping individuals, whether it's someone who needs assistance developing an… Read more »
Area serviced: Grafton, ON; Port Hope, ON; Belleville, ON; Trenton, ON; Cobourg, ON; Oshawa, ON
4165795210
Independent Financial Advisor since 1994. Del is a Senior Financial Advisor, primarily for retirees,  as well as successful professionals and business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and… Read more »
Area serviced: Fergus, ON; Orangeville, ON; Waterloo, ON; Guelph, ON; Kitchener, ON
519-787-4627
I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
204-594-3667
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.Coaches and assists others understand, plan and reach their personal… Read more »
Area serviced: Kingston, ON
613 530 5006
Amanda, CFA, CEA, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted… Read more »
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
6047831231
Let's get together and have a conversation.  Planning is all about aligning your assets and goals with your values and beliefs.  Upon completion you will have developed a unique plan with solutions that assist you with your goals.  I am… Read more »
Area serviced: Kincardine, ON
519-396-6880
Your estate is your final interaction with those you love and cherish. Your estate tells a story of your life and is remembered by your beneficiaries.Estates have deep personal meaning to me. I have seen estates build lifelong ties to friends, family… Read more »
Area serviced: Kingston, ON; Gananoque, ON
613 544 3400 x2429
I have been an insurance broker since May 2010 and have acquired two designations; RRC (Registered Retirement Consultant - via CIFP) and CFP.Mainly focus on Retirement and Estate Planning.  Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC
4036184628
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996. Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
3065842523
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes. Read more »
Area serviced: Ottawa, ON
6134162020