Find a CEA

As a Certified Financial Planner® specializing in comprehensive financial planning since 2020, I bring over a decade of experience in the financial services industry. I am licensed to provide both insurance and investment solutions, enabling me to offer truly holistic guidance tailored to each client’s unique needs

My journey began in the insurance sector, where I spent eight transformative years building a foundation in risk management and client care.

In 2024, I earned my Elder Planning Counselor (EPC) designation—a reflection of my deep commitment to serving the elder community with wisdom, compassion, and expertise. 

My true calling lies in Estate Planning—empowering elders to protect their legacy and maintain family harmony. I work closely with older clients and their executors to ensure their final wishes are honored, their estates are tax-efficient, and their transitions are as smooth and dignified as possible.

From crafting personalized investment strategies to guiding clients through estate administration, I’m proud to be a trusted partner during life’s most pivotal moments.

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I am a Founder of ZLC Financial Group in Vancouver. I have been in the life insurance business for 48 years! Our firm offers a full range of financial services. I am a Chartered Life Underwriter. I have many elder clients, many looking for estate planning advise. This course fits in very well with the ages of many of my clients.

45 years as a Licensed Insurance and financial services.  I have services clients with estate matters for many years.  I do Family and Estate Mediation as well as Senior Elder Planning.  Mediator and Arbitrator, CDFA, EPC and mutual funds sales.  Specialize in Estate Planning and family mediation.

I am a Life Insurance Broker working at Good Redden Klosler Wealth Management, a division of Good Redden Klosler LLP Accounting Firm. 

We specialize in Financial Planning and the integration of Accounting, Advisory and Wealth Management Services. 

Manion & Associates as been providing award-winning full-service financial planning for over 20 years! Serving the communities of Maple Ridge, Pitt Meadows in person and clients throughout western Canada. Providing comprehensive financial planning, including Retirement Planning, Portfolio Planning, Tax Planning, Cash Flow Management, Estate Planning, Insurance and Extended Benefits. We believe independence is critically important and take pride in being completely independent.

Since 2003, we have dedicated ourselves to helping business
of all kinds elevate the quality of their service to their age 50+ clients and customers.  We
do this by translating current research about aging into best practices for
businesses, professionals, and communities in order to transform the customer experience, community engagement and ultimately,  their own business
success.

Thousands of professionals have completed our training programs and enjoy distinction in their communities and increased business revenues.  We currently offer the Certified Professional Consultant on Aging (CPCA) designation to professionals as well as Membership in the Age-Friendly Business Alliance.

CFP CLU CHS CPCA RRC

I'm a professional in financial planning service industry since 1988. I'm specializing in life insurance, critical illness insurance, disability insurance, long term care insurance, segregated fund investment, retirement planning, personal, family and business financial planning. I'm fluent in English, Cantonese and Mandarin. I can reach at 604-377-7683 or andy.lau@canadafinancial.ca

As an Edward Jones Financial Advisor, I take pride in accomplishing what's of utmost prominence for my community. The most rewarding aspect of my career is helping people achieve what's significant to them. Every strategy I offer and every solution I recommend is based on what's critical to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I've been employed with the largest financial institutions in Canada for over 14 years, specializing in investments and financial strategies. I worked for the Royal Bank of Canada for almost 9 years and completed my Personal Financial Planning (PFP) designation as I was growing my practice. After many successful years of being employed with large institutions, I decided that it was time to start my own business where I could provide expert advice on comprehensive wealth strategies.

I'm a lifelong student, and an avid reader. I'm always learning in order to provide the best guidance for my clients. My reading pertains to personal finance, the stock market, and history of capital markets. Outside of work, I'm also passionate about fitness and love to travel.

Being active in the community is imperative for me. While at RBC I have raised funds for JDRF.

I work closely with select families in order to determine their overall goals and set explicit targets to attain them. I can help establish the most fitting financial strategy for you and your family.

I strive to provide world class service and an in-depth financial counsel for all my clients. Feel free to contact me, so we can discuss your unique situation.

I managed a discretionary portfolio strategy for my clients that now has a 16 year track record (as of Dec 2024).  Began working in the investment field in 1986, work experience includes institutional fixed income, commodity futures, portfolio strategy and investment management, and life insurance.  Have worked in Toronto, London UK ,and Vancouver where we currently have a team of 5 professionals in the Leacock Group.