Find a CEA

James is a graduate from the
Odette School of Business at The University of Windsor, where he graduated as a
double major in both Finance and Management Science with a minor in Information
Technology. Prior to that, James attained a Business Marketing Diploma from
Humber College.

Shortly after completing University, he won two entrepreneurial
contests and was awarded seed funding from the University of Windsor and Humber
College to pursue a creative passion and entrepreneurial endeavor. Attaining
the vast array of business acumen and seed capital has helped him launch his
own business and curate an e-commerce/ social media website. He successfully
launched his website on Nov. 15, 2015, and now has a fully operational side
business.

He is an accomplished sales professional with more than 20 years
of experience and holds a record of overachievement. His greatest passion is
helping others succeed. He's helped many individuals over the years with his
previous employer at RBC, and now does so as a proud Senior Advisor within CAA
Club Group Advisory. He is also a family man, “married to a beautiful wife and
father of 2 darling little girls” he says.

His best days are when he finds ways for his clients to reach closer to their ultimate financial goals. James says, “I'm honored to
deliver expert advice and customer service. It pleases me greatly to know that
I can make a positive impact in someone’s life, and it truly brings me joy to
watch others succeed. Finding the right solution(s) for an individual or family’s
needs is an art, and I pride myself on being a very creative artist. I always engage
creatively in solutioning for my clients’ unique needs.”

H+T is a multi-generational financial planning and employee benefit advisory. We strive to encourage financial planning and education for individuals and families.

We have helped many families transition wealth and businesses between generations and are passionate about making that process as smooth and efficient as possible.

Our firm is co-owned between Crystal Taylor and Scott Holden CFP and welcoming newer advisors.

Financial Advisor with a focus on tax and estate planning and investing with protections and guarantees. Elder Planning Counselor. EPC

I am a Tax Manager at a medium size public accounting firm.  Our services are extensive and cover audits, reviews, compilation engagements, corporate, personal and T3 estate tax returns, bookkeeping, T4 and T5 preparation, etc.

Financial Planner with a diverse experience in Investment (CFA, CIM) & Insurance (CLU) with 30 years experience in the Financial industry. Graduate from IVEY with an MBA, I also have knowledge and experience in the Auto industry, telecommunication and transportation industry.

Bilingual (English/French). I'm happy to work by phone, zoom or face to face in my office or in your home.

https://www.linkedin.com/in/bentherrien/?originalSubdomain=ca

A driven professional with several years’ experience in

diversified industries. I am very personable and an excellent communicator
with a

common-sense approach. I am logical and driven to complete all necessary
requirements. 

In the time of uncertainty and
loss I am available to assist you through the logistics of the estate providing
you time to grieve and adjust to the new reality. Assisting to reduce the
family stress  that often arises with administering an estate.

I have been helping Canadians entrepre with risk management and tax saving strategies since 1990. I attained my CLU designation in 2008 and specialize in helping business owners with planning in insurance/investments.

Laura Thompson is a Certified Financial Planner with the family owned business, Investia WPG.  She joined her father, Ed Thompson, in May of 2000 and her husband Christophe joined the business in 2008. Laura was born and raised in Winnipeg and in 1998 attained a Bachelor of Science degree in agriculture (Agribusiness) from the University of Manitoba.  

Since graduation University, Laura has completed the Canadian Securities course, Professional Financial Planning course and in 2001 obtained her Certified Financial Planner (CFP) designation.  In 2007 she completed her Branch Managers Course.   She is also a member of Advocis, an association for professional insurance and financial advisors.   Prior to joining Investia Wpg, Laura went to Europe on an backpacking trip.  She then returned to Winnipeg to take the position as Account Manager of Small Business at CIBC.   She spent over a year working in Winnipeg, but was transferred to Redvers, Saskatchewan to put her agribusiness degree to use.  Although she loved the small town lifestyle, her position at the bank limited the use of her investment and financial planning interests.   So, she returned to Winnipeg, to join the family business.

On the personal side, Laura is married to Christophe Rodrigue and has three children, Nicolas, Mikayla and Tobias.   Aside from family time, Laura has a love for travel, home decorating, animals & music.   Laura has volunteered her time on the St. Amant Foundation Board of Directors and the Planned Giving committee.

Born and raised on a dairy farm, I completed my BSc (Engineering) and flew to Africa for '3 months'.  Instead of just 3 months I got sidetracked for 30 years, returning to Canada in 2019 to continue my already diverse financial career.

Post graduate qualifications in engineering combine with studies in economics, law, philosophy, and photography to round me out as an individual and give me a unique perspective on life.  

Being able to service every client need from investing (my passion) to retirement planning and estate planning, you might say I am infatuated with the holistic process and how it helps my clients.  I love to watch their stress melt away as they connect the dots between each important function.  

Those are "light bulb moments" that I love being part of.

When appropriate, I take on the role of 'teacher' to explain concepts in simple language to those who may want or need it.  My 'job' isn't a job, its my hobby.   I love it and live it.  I couldn't ask for me.

Call me, that's all it takes. It will be worth it.