Find a CEA

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.

Kenneth MacQueen MBA, CIM, CFP

Managing Partner & Portfolio Manager – SBW Wealth Management

At SBW Wealth Management, we help clients move beyond the numbers—aligning their wealth with their values, lifestyle, and long-term goals. Based in Dartmouth, Nova Scotia, our independent firm provides holistic financial planning, portfolio management, and estate strategies for families, retirees, and business owners across Canada.

I guide clients through all aspects of their financial lives, from investment and retirement planning to estate organization and intergenerational wealth transfer. My background includes over a decade of experience in private wealth management and a Master of Business Administration (MBA) focused on leadership and strategy.

What makes our practice unique is the integration of evidence-based investing with deeply personalized planning. We collaborate closely with clients’ accountants, lawyers, and family members to ensure decisions are coordinated and values-driven. Our approach emphasizes clarity, simplicity, and confidence—so clients can focus on living the life they’ve worked hard to build.

CANFIN Wealth Management is a premier advisory firm specializing in
comprehensive financial planning, business advisory, and accounting services.

As an Associate Portfolio Manager and Certified
Financial Planner within the CANFIN ecosystem, I provide strategic leadership
and direction for CANFIN Wealth Management. My focus includes delivering
fiduciary investment advice, constructing customized portfolios, and overseeing
performance monitoring to help clients achieve their long-term financial goals.
I am Chartered, Certified, and Registered to provide financial planning and
investment advisory services.

Feel free to contact me at: mahabir@canfin.com

Your Senior’s Concierge is the go-to for all things around
your home that you no longer want to or are unable to manage solo. Our
mission? Assist our clients to replace overwhelm due to limited mobility,
digital hurdles and isolation with an experience
of increased sense of well-being, independence and trusted
connection.

Our approach? Simplicity. - ensure Each client’s
project completion exceeds their expectations, leaving them feeling supported. We
deliver the following exceptionally well:

· 
Home + Estate Clear Out– from decluttering to sell-ready and everything in
between

· 
Home Relocation – we manage every detail, item like it’s our own so you can relax

· 
Around -Your-House/Home Projects - orchestrate
solutions to keep life running smoothly.

“We
recognize that every task is connected to a lifetime of memories. Our role is
to listen with respect, guide with empathy, and keep stakeholders fully
informed so nothing feels rushed or overlooked. Our clients achieve their goals with confidence and peace
of mind.”

Lisa
Maragh, owner, Your Senior’s Concierge