Find a CEA

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

At Affinity Capital, we specialize in providing comprehensive financial planning services, as well as expert accounting and tax filing for individuals, families, and small business owners. Our mission is to simplify the complexities of finance and empower our clients with clarity, confidence, and control over their financial futures.

With a strong foundation in both financial planning and tax strategy, we bring a well-rounded approach to helping clients achieve their personal and business goals. Our services include:

• Holistic financial planning


• Investment and retirement planning


• Tax planning and preparation


• Business accounting and bookkeeping


• Cash flow and budgeting support


• Strategic advisory for entrepreneurs and incorporated professionals

Credentials

We are led by a team of Certified Financial Planners (CFPs) and experienced tax professionals who are passionate about helping clients make informed decisions.

What Makes Us Unique

What sets Affinity Capital apart is our ability to bridge the gap between long-term financial planning and detailed day-to-day financial management. We don’t just look at the numbers — we look at the whole picture. Our personalized approach ensures that each client receives tailored strategies that align with their values, goals, and lifestyle. Whether you’re building wealth, managing a business, or planning for retirement, we’re here to support every step.

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

RBC Royal Trust Advisor with an extensive financial planning background. Offering a number of specialized services through the Estate and Trust division of Royal Bank, such as Agent for Executor, Corporate executor, agent for trustee/power of attorney!

At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 35 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

I’m passionate about growing my practice in meaningful new directions. Earning the Certified Executor Advisor designation allows me to combine 15 years of experience in financial risk management and estate planning with my genuine commitment to helping families and business owners navigate life’s most important transitions.

Janice McFarlane CFP, CLU, CHS

Canada Life

Regional Sales Manager, Insurance

Ottawa & Eastern Ontario

Janice joined the financial services industry in 2002 and enjoyed 5 years building a practice in Ottawa, with a focus on Estate and Retirement planning.

In 2007 Janice moved into management, where her career became focused on the training and development of advisors and managers. While that role has evolved over her career, her passion to support advisors in their business has remained.

Janice is member in good standing with the Financial Planning Standards Council (FPSC) and Advocis. She is a long-serving industry volunteer, most recently contributing to the Advocis Ottawa Chapter as Past president, Vice president and Program chair. Janice
was named the Advocis volunteer of the year in 2021.

Janice’s role is to:

1. Provide in-depth knowledge of insurance products and processes, creative sales ideas and industry insights for life insurance, critical illness and disability insurance
2. Share effective Insurance concepts and strategies for individuals and business owners
3. Provide case consultation and analysis, and seminar presentation
4. Help financial advisors with strategic solutions and product positioning

I am not a CEA at the moment - that is why I am registering for the course  - the best I can do is provide you with an overview of me.

A respected and trusted Executive Assistant
and Corporate Secretary with extensive experience supporting Boards and C-Suite
leaders. Recognized for professionalism, diplomacy, and discretion with a deep
understanding of how to strengthen the reputation and effectiveness of
executive offices.

Strategic, solutions-oriented thinker: Builds strong relationships and collaborates effectively across all
levels of the organization to anticipate needs, resolve challenges, and move
priorities forward.

Adaptable and resilient leader: Brings stability and focus through change, having successfully guided
executives and teams through major organizational restructures and governance
transformations.

Committed team contributor: Known for “going the extra mile” to deliver exceptional results while
fostering a positive, collaborative, and respectful work environment.