Find a CEA

I am a trusted and caring accounting professional seeking to assist individuals and families through the tough transitional times of managing financial affairs in challenging situations due to deteriorating health through to the managing of the settlement of estates.

We specialize in creating and managing understandable, effective, strategies that help our clients reach their financial goals and live their dream lifestyle.  Our clients are individuals, families, business owners, executives and professionals who want to get the best use out of their hard earned money. We develop and manage effective savings, investment, retirement investment and income, and personal and corporate succession and estate plans.

I work as the Regional Director, Strategic Growth with PPI Financial and I have been in the insurance industry for 30+ years.  Passionately believe in the importance of insurance benefits and I strive to transfer my knowledge with practical solutions to insurance professionals, their clients and the general public.

Have extensive experience from working in both field and head offices insurance companies in Canada.

I am a presenter for industry and public audiences.  I provide coaching, training, advice and market support to advisors and management teams.

Holding the Certified Health Insurance Specialist (CHS) and Elder Planning Counselor (EPC) professional designations.

Insurance Broker

Being an executor: An honour or a burden?

Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.

Making your life easy just call Kathy who has a big support team behind.

I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity. 

Please explore my website at  www.arbutusfinancial.com  to learn more.   

I am a lawyer and trained mediator through ADRIA pracitising estate planning and probates.  My mediation skills are used in conjuction with my legal skills to provide clients with a unique experience when interacting with the legal system.

I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've learned along the way that some of the clients trust Mr. Sauve so much and that they encourage their families and friends to approach him because he will help them all the way. And they listen very well to how he explains every detail. 

We never chose who to serve and we do our best to offer what really every client needed and wants.  We offer services such as Life insurance, Disability Insurance, Critical Insurance, and Investments and since Mr. Sauve is a member of the CICEA, he also services clients needed advice and direction about the importance of having a Will. And lastly, he reminds clients to do it now not later.

Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Brampton, Ontario.  Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and C.Dir (Chartered Director).  Previously, Shirley worked within the estates and trust practice of a major Toronto law firm and continues to specialize in the preparation of estate accounts, including estate administration, planning and tax filing compliance, with her network of business partners.  She is currently Past-President of EPCOH (Estate Planners' Council of Halton).

With over 35 years experience providing financial advisory services, Rick understands the challenges of not only exercising duty of care as an executor/trustee, but also those related to managing the expectations and needs of family and beneficiaries.

Rick works with a number of allied legal and accounting professionals to provide sound advice and guidance, while reducing the stress and confusion that can so often accompany the estate trustee's responsibilities.

A Certified Financial Planner (CFP) and Master Financial Advisor (MFA), Rick is pleased to be able to support estate executors/trustees as part of his advisory services.

Jason Trefanenko, CPA, CGA, CEPA

Partner, McLaren Trefanenko Inc.

Jason Trefanenko is a Chartered Professional Accountant (CPA, CGA) and Certified Exit Planning Advisor (CEPA) with over two decades of experience in public practice. He is a partner at McLaren Trefanenko Inc., a well-established accounting firm serving individuals, corporations, estates, and trusts throughout British Columbia. The firm is known for its client-focused service, depth of technical expertise, and long-standing relationships with multi-generational families and business owners.

Jason specializes in estate and succession planning, corporate restructuring, and business advisory services. As a CEPA, he plays a key role in helping entrepreneurs and family-owned businesses plan and execute successful exits—balancing financial goals with legacy objectives.

His role as a trusted advisor is rooted in a deep understanding of tax legislation, family dynamics, and the emotional complexities surrounding estate and transition planning. Jason’s collaborative approach and practical insight make him a valued resource for executors navigating the often overwhelming responsibilities of estate administration.

He is committed to education and empowerment, offering clear, thoughtful guidance during life’s most important transitions.