Find a CEA

I currently work as a Marketing & Social Media Surveillance Officer and have to review marketing pieces from different lines of business, Private Investment Advice, Private Investment Council, Private Banking, Wealth Insurance, and Private Trust, in TD Wealth.

CPA, CA with over 16 years of professional experience.  

Retirement Planning

Peace of Mind Seniors Consulting and Provisioning services assists our clients with current Lifestyle requirements or future Lifestyle transitions.  

Our consulting services provide a wide range options  and a network of resources to help our clients make the best decision for their current requirements and future lifestyle goals

We provide planning support and resources to help with the decision making process when opting to downsize into retirement living or simply deciding to age in place.

When you don’t know where to start – start with Peace of  Mind. Call us at.              Visit us at 

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.

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

Blair MacLean, RFP,CFP,CLU, RHU

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

I have been in the Insurance and Finance business for over 20 years. My main focus is to help my clients deal with all the "What Ifs" in life that may occur and to help them stay on track for a well planned retirement. As well, help to provide a good grasp of the transfer of the estate when needed.