Find a CEA

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.

LLQP insurance and wealth advisor. Currently working with Lawyer's Financial Advisory from their head office in Toronto, part of the Canadian Bar Insurance Association. My focus is clients with their retirement and insurance planning/solutions. (Previously with RBC Insurance). This is a strategic designation for me as I focus more on retirement, wealth, insurance solutions. 

Currently licensed in Ontario focussedo n clients in GTA and southern Ontario and expanding to Manitoba in 2023. 

I am a freelance law clerk and licensed paralegal. I offer support staff services to lawyers, with a focus on all things litigation, document review, document summary and adobe PDF. As the world of freelance law clerk is still new, I am unique because you can find me.

I am a professional bookkeeper with 15 years experience full service to businesses including CRA filings for personal and business, monthly reconciliation's of bank and visa, financial statement preparation and year end acc