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Christine Stover, CEA

Ontario

Christine Stover is a Certified Executor Advisor (CEA) providing structured, risk-focused guidance to individuals named as estate executors in Ontario.

With nearly two decades of experience across regulated legal and financial professions, Christine brings uncommon depth to executor advisory work. She is a licensed Class P1 Paralegal with the Law Society of Ontario (since 2008) and has appeared before courts and tribunals throughout her career as a senior litigator and advocate. Her background also includes securities and insurance registrations with IIROC and FSRA, and advisory experience with RBC Dominion Securities and Edward Jones, where she worked extensively in wealth management, fiduciary responsibility, and wealth transition planning.

Her continuing professional development includes advanced estate planning studies in high-net-worth wealth transfer, trusts as estate planning tools, tax planning for wealth transfer, business succession planning, and safeguarding elderly clients from financial fraud. She has also served as Curriculum Master and Instructor in Legal Ethics & Professional Responsibility at Fanshawe College, developing licensing curriculum aligned with professional regulatory standards.

Through her CEA practice, Christine provides:

• Executor strategy consultations
• Estate administration education and process guidance
• Ontario probate orientation and timeline structuring
• Executor liability risk awareness
• Asset organization systems and documentation frameworks
• Beneficiary communication structuring
• Ongoing advisory support

In her role as a Certified Executor Advisor, Christine does not provide legal representation or legal advice. Instead, she delivers structured legal education, procedural insight, and fiduciary risk guidance so executors can work effectively and confidently alongside their retained legal and tax professionals.

Executor Blueprint™, her forthcoming structured advisory platform, will provide Ontario executors with disciplined systems and practical tools designed to reduce overwhelm and protect fiduciary integrity. She looks forward to serving you.

I am a graduate of McMaster University in Hamilton and I have been an independant financial advisor for over 20 years. I became a Certified Financial Planner 20 years ago and added my Insurance license shortly after that. I work together with my clients helping them reach their financial and life goals . Our office looks after clients from their first savings to their estate plans.

I am an Estate and Insurance Planner with Odlum Brown Financial Services Limited. I have my CLU, CHS, TEP and CFP designations and wish to continue my education to support my clients.

Jeff began his advisory career in 1988 and created We Listen Financial Planning Solutions in 2007. His focus in the practice is the development of financial plans for his clients. As such, he is in demand from other advisors and offices to demonstrate the importance of financial planning for Canadians.

Jeff is a graduate of the Financial Planning program at Seneca College and also holds the Elder Planning Counselor (EPC) designation – focusing on working with seniors. He is also a Registered Health Underwriter (RHU) which focuses on the living benefits aspect of insurance. He holds the RIS designation which earns him the title of being a Responsible Investment Specialist. Finally, Jeff holds the prestigious Certified Executor Advisor (CEA) designation. With this designation, Jeff has the practical knowledge to be able to advise those who are acting as executor / executrix.

Jeff has four loves in his life – his family, his practice, travelling and basketball.

As a Certified Executor Advisor (CEA), I help individuals, families, and
business owners navigate the often-complex responsibilities that come with
estate and financial planning. My goal is to bring clarity, peace of mind, and
a practical plan forward—so you and your loved ones can focus on what matters
most.

Services I
Provide:

• Guidance for executors, trustees, and power of attorney
  appointees


• Estate planning strategies and coordination with legal, tax,
  and financial professionals


• Insurance and risk management solutions to protect families
  and businesses


• Financial needs analysis and retirement income planning


• Business succession and legacy planning

Credentials:

• Certified Executor Advisor (CEA)


• Licensed in Life & Health Insurance


• 15+ years of experience in insurance, financial planning,
  and estate advisory


• Member of professional associations and active in my local
  parish and community

What Makes Me
Different:

I believe estate and financial planning isn’t just about money—it’s about
people, values, and legacy. My approach combines professional expertise with a
personal touch. Clients appreciate my ability to explain complex issues in
plain language, my proactive problem-solving style, and the care I take in
walking alongside families during critical life transitions.

When I’m not working with clients, I enjoy
being active with my wife and two children, volunteering in my parish, and
keeping up with sports and community events.

As an independent agent, I believe that I serve my clients best by having access to most of the major life insurance companies in Canada. By dealing with a wide range of companies, I can help my clients choose the right solution to their life insurance and living benefit needs.

I provide group employee benefits to individuals and small businesses.

I am also a licensed mutual fund representative through Investia (a member of the Industrial Alliance Group).

I maintain a CLU (Chartered Life Underwriter) designation as well as CH.F.C (Chartered Financial Consultant) and CEA (Certified Executor Advisor) designations.

We are proactive in ensuring our clients have their estate plans in place and have assisted many families with their estate duties on the passing of a loved one. Mike is currently the executor of his father's estate who passed away in late 2023. He knows the challenges executors face and can provide you with the experience and perspectives of several estates that he has assisted with.

Mike Sukhram is a financial advisor with Carte Wealth Management Inc. - Main Street Advisor Group. 

Learn more about him at: www.msadviser.ca or on LinkedIn

Mount Logan Wealth & Estate Counsel Inc. employs Wealth Managers who take the net worth approach to facilitate client needs.  Our managers do not sell any products and are only concerned with providing unbiased counsel to high net worth households.  We sit on the same table as our clients!  

Natasha Sutherland is a REALTOR® and Co-Founder of L|S Real Estate, serving St. John’s and surrounding communities in Newfoundland and Labrador. With a focus on life transitions, estates, and relocations, Natasha provides structured, education-driven guidance to clients navigating significant changes.

As a Certified Executor Advisor (CEA), Natasha understands the complexities executors face — including probate timelines, legal considerations, family dynamics, and the coordination required to prepare and sell estate property responsibly. She works closely with estate lawyers, financial professionals, and trusted service providers to ensure the real estate component of estate settlement is handled with clarity, diligence, and professionalism.

Known for her calm approach and data-informed strategy, Natasha is committed to helping executors make confident, well-informed decisions during what is often an emotional and administratively demanding process.