Find a CEA

Sandra Valks CLU, DTM

Author of "Breaking Point – From Collapse to Courage"

Also known as the Compassionate Queen of Straight Talk

I help executives, professionals, business owners, and executors make
clean, clear decisions — especially when emotions, money, family dynamics, and
pressure are all colliding.

With over 40 years in financial services, I understand that
stalled decisions are rarely about the numbers. They’re about overwhelm,
avoidance, and conversations people don’t know how to have.

I also support clients navigating estate, executor, and beneficiary
decisions — where money, family dynamics, and legal responsibilities often
collide.

I work alongside financial advisors and professionals, helping
clients move through emotional gridlock without blowing up their lives — so
they return ready to act with clarity and confidence.

My work — and my book — opens the conversations people avoid, so
real decisions can finally be made.

I don’t replace the advisor — I strengthen the client.

Professional Associations

·  Toastmasters International — 1993–Present

·  Advocis – The Financial Advisors Association
of Canada — 1982–Present

·  Certified Executor Advisor (CEA) — In
Progress

· 
Member, Canadian Institute of Certified Executor Advisors

Honours and Awards

Chartered Life Underwrite (CLU) - Advocis/ LUAC (1996)

Distinguished Toastmaster (DTM) - Toastmasters International
(2006)

It's all in here: Daniel Valois, Financial Advisor | Edward Jones

I have worked with individuals, small business corporations, and registered charities since 2001 with IPC Investment Corporation. I hold various degrees, designations and professional qualifications and continue to enhance my offering through continuing education. I currently hold my CFP, FMA, FSCI, and EPC designations and have the distinction of FP Canada Fellow. 

Have worked 23 years in a business and industry that helps people/manufacturers get their products to market and into consumers households. I am currently in process of obtaining my real estate license and wish to broaden my knowledge and training to better help more people with their individual needs during difficult or hectic times. 

Welcome! I am Janice Van Rooy, an experienced real estate agent serving the Calgary area. 

With a career spanning real estate, wealth management, and estate planning, I bring a unique blend of expertise to help seniors and families navigate major life transitions. As a Senior Real Estate Specialist (SRES®) and Certified Executor Advisor (CEA®), I provide strategic real estate solutions for downsizing, estate sales, and long-term planning, ensuring a smooth and stress-free experience. My background in the financial industry provides me with a deep understanding of the legal and financial complexities involved in real estate transactions, allowing me to offer insightful guidance and practical solutions.

I specialize in helping people find their perfect fit in Calgary, Foothills County, Mountainview County and Rockyview County including Bragg Creek, Priddis, Chestermere, DeWinton, Okotoks and High River. Additionally, I work closely with executors and trust officers to facilitate real estate sales as part of estate settlements. 

My clients value my honesty, integrity, and trustworthy approach, that always prioritizes their best interests. My passion for helping others extends beyond real estate; I previously developed the Peace of Mind Planning seminar to assist individuals with estate organization. Whether working with seniors, executors, families or trust officers, I am dedicated to making the process as seamless as possible, with proven systems and a trusted network of professionals to support every stage.

Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal,

Brent’s impressive career spans more than four decades in the financial services industry, marked by deep technical expertise, respected professional affiliations, and a longstanding commitment to leadership and community service.

Throughout his career, Brent has developed a strong specialization in advanced estate and tax planning, family & business succession, association & sponsored benefit plan design, retirement income strategies, and asset protection for professionals & business owners. His background includes significant executive leadership and senior regional management roles within national public insurance companies, investment banking institutions, and privately held advisory firms, giving him a uniquely broad and seasoned perspective on the industry.

Brent’s professional standing is reflected in his longstanding membership in many of the field’s most respected organizations, including Advocis, where he has been a member since 1984, CALU, The Institute for Advanced Financial Education, the Financial Planning Standards Council, the Million Dollar Round Table, and the Canadian Institute of Certified Executor Advisors.

His leadership contributions are equally notable. Brent served as President of the Advocis Peel/Halton Chapter, 2009 to 2010, and continues to support the Chapter as a Board Member. He also served as Vice Chair and Treasurer of The Institute for Advanced Financial Education until 2026, helping to guide the profession’s development and uphold its standards.

Beyond his professional commitments, Brent has invested deeply in his community. Since 2008, he has been a Board Member of the Estate Planning Council of Mississauga, recently completing his second two-year term as President. He was also Founder and served as Past President of The Certified Executor Advisor Network (CEAN), a not-for-profit organization dedicated to strengthening estate literacy, and fostering collaboration among estate planning practitioners.

In 2024, Brent was honored as a co-recipient of the prestigious IAFE J.G. Taylor Award for his exceptional impact on the profession and community, and overall involvement within the financial services industry.

"My career is built on four decades of professional excellence, leadership, and community commitment. I focus on building principled structures that help advisors and clients thrive over the long term, while always ensuring my own clients receive the dedicated care and attention they deserve."

Brent’s longstanding dedication to professional excellence, ethical leadership, and community betterment is truly inspiring.

Stephen grew up surrounded by a business minded family who taught him the value of working hard and completing the job. He has brought those same values into both the private and public sector. After having  10+ years of experience with managing and developing departments he began studying and preparing to step into wealth management. In 2020 he joined the Bridgeline Wealth team and has found quick success for his clients. 

You can see Stephen often travelling to appointments throughout Central Alberta helping develop a path to success for his next client. If you do see him, make sure to say hi, he would love to catch up and see how you are doing. He is always learning and educating himself to better serve his clientele with a particular focus on working with business owners, helping people navigating the complexities of estate matters and planning for an effective legacy transfer to the next generation.

Certified Executor Advisor CICEA, Financial Concierge team member, Director Superior Family Health Team Board, Director SSM Horticultural Society.

Financial Concierge™ provides impartial, Professional Executor and Power of Attorneys (POA) services for families, busy professionals, and older adults.
As Professional Executors, we administer estates for a living, understand the regulatory requirements and have the requisite skills necessary to settle estates expertly and efficiently in accordance with your loved one’s wishes. Acting under a Power of Attorney, we provide help with financial and healthcare matters.

If you’re a busy professional struggling to find the time to pay bills, file insurance claims and stay on top of your financial affairs, we can help.

If you’re an older adult and need a trusted concierge to help you age in place free of worries we can provide the support you need.

We offer three professional Executor/POA services:
Appointed Executor and/or Acting Under a POA 
Support your Executor and/or "Attorney" 
Appointed as Administrator/"Attorney" 

A Certified Advanced Business Analyst, I gained my credentials while working for over 35 years at the Ontario Ministry of Finance.