Find a CEA

As the Vice President for Philanthropy & Communications at Broadmead Care, one of my responsibilities is to steward donors within our legacy giving program. Through a gift in their Will, donors can help secure the future for the veterans, seniors, and adults with disabilities who live in one of our five Care Homes.

I am a graduate of St. FX University (B.B.A. 1982) and have been in the Financial Services Industry for almost 23 years. 

The current focus of my practice is to offer my clients support in every aspect of their pursuit of financial security.    

As a seasoned professional with extensive experience in finance, tax, and administration, I bring a unique skill set to the table as an advisor. I have held a variety of roles in these industries, allowing me to have a comprehensive understanding of financial concepts and best practices. My experience at the Canadian Revenue Agency has honed my ability to handle dealings with the CRA.

With an advanced diploma in accounting and a bachelor's degree in administration, I am well-equipped to provide expert guidance to executors. My service in the Canadian Armed Forces has instilled in me a strong sense of discipline and commitment, which I bring to my work with passion and dedication.

Having personally faced a seven-year legal battle over my father's estate, I understand the challenges and emotional toll of being a beneficiary and executor. My aunt, who was the executor of my father's estate, faced extreme difficulties and fell ill during the process. It is because of this that I decided to become a CEA to utilize my skillset for others and ensure that the estate settlement process is carried out efficiently, professionally, and with sensitivity.

In conclusion, I am confident that my financial expertise, practical experience, and compassionate approach make me an excellent choice as an advisor for executors. I am here to provide support and guidance during a difficult time, helping to ease the stress and worries of estate settlement.

Carlos Perez has over 20 years experience as a Senior Wealth Advisor at Scotia Wealth Management in Toronto.  Leads a 5 person team focused on helping families located both in Canada and in select jurisdictions abroad meet their financial goals within the stability and strength of the Canadian financial system.

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 18 years.  He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.  

For the past 18 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively.  Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.

Private Banking 1859 offers a discretionary investment management
offering, guided and directed by senior leaders of NBC. Professional portfolio
construction is comprised of the following functions: Asset Allocation,
Investment Strategy, Manager Selection, and Portfolio Management.