Find a CEA

As a family financial expert, I am passionate about helping families and business owners answer the tough questions and ensure they have the resources they need to retire comfortably. My diverse experience and education, including blended family dynamics, sets me apart when helping families develop comprehensive strategies that address retirement, education, estate planning and business succession needs. I strive to help clients protect what they have worked hard for and make sure their legacy can be passed efficiently to their loved ones.

Business owners and professionals alike appreciate his extra effort that goes into every detail of creating strategies to meet their long- and short-term financial goals. Partnering with families throughout their lives, I focus on what matters most to get you where you need to be!

A devoted husband, proud father (and stepfather) of three wonderful children, I am passionate about making the most of family time. In my free time, I like to take full advantage of the beautiful outdoors by trail running and undertaking Ultra Marathons. Camping, skiing, snowshoeing, hiking and archery with friends and family are also top of the list. When at home my hobbies include playing chess, solving puzzles - all accompanied by some classic dad jokes!

I am an experienced financial advisor with extensive knowledge in the area and a drive to succeed. I have been working in the industry for 14 years; switching careers from electrical commissioning and startup specialist. My passion for highly technical and analytical work drew me to finance, and in 2009 I began my journey as a life insurance advisor. I earned my mutual fund license in 2011 and moved to Edward Jones where I became securities licensed in 2012. In 2014 I went even further, earning my CIM® (Chartered Investment Manager) designation, followed by achieving the CFP® designation in 2017, the gold standard of financial planning in Canada. Most recently in 2020, I expanded my expertise even further by obtaining the CLU® (Chartered Life Underwrite designation. With these credentials, core values of hard work, attention to detail and accountability, I strive to to exceed clients' expectations.

Lauren is an associate lawyer at Scharfstein LLP, a full-service law firm in Saskatoon, Saskatchewan. 

Lauren
maintains a general practice with a special focus on corporate and commercial
law, wills, trusts and estate planning, and estate administration. 

Providing the following services:

-Accounting, bookkeeping, Financial Statements prepared for Income Tax Purposes

-Income Tax preparation and planning-personal, small business and corporations

-Financial and Tax Planning

-Consulting

I am the Owner and President of McKenzie & Blundy Funeral Home & Cremation Centre.  I am also a licenced Funeral Pre Planner with the Bereavement Authority of Ontario, Aftercare Specialist and a  Bereavement Counsellor trained with  Centre for Life & Loss Transitions and Kings College. 

I am a Wills, Estates and Trusts lawyer in Vancouver.  I work with individuals to implement effective plans for transition of wealth, business succession, incapacity, disability and other related needs.

I also work with Executors and Trustees to assist them in carrying out their duties and responsibilities in these roles.  In particular, I assist with probate applications, identifying assets, ambiguous Wills, accounts, distributions, and other complex legal issues that can arise in the course of the administration process.

Kim is a seasoned advisor with 18 years of experience helping seniors and pre-retirement clients structure income solutions for their most satisfying years.  Kim's core values are based around honesty and integrity, and are the basis for all of her relationships with her clients.  She believes financial planning goes far beyond the numbers.  She believes it is the journey and the execution of the plan as it pertains to personal circumstances that makes the plan fulfilling and effective.  In the ever changing complex world of investing, Kim helps guide her clients through a planning process to ensure that her clients act on their ultimate wishes.

Kim lives in Bolton with her husband and 3 daughters.  She is a community advocate and is a proud member of the local chamber and is a past Chair.    

Kim is a registered Elder Planning Counselor (EPC), Certified Health Insurance Specialist (CHS), is Life Licensed and an Investment Representative, and a securities licensed Financial Advisor. 

I have been in Life Insurance and Investment planning business for families that require good understanding of the importance of planning for the future life after work and transfer assets accumulated during their lifetime to their spouse and children with minimum tax impact.

Danielle brings 15+ years of banking experience and an education focus to Anholt Group Private Wealth Management in Saskatoon. She has her Personal Financial Planner (PFP®) designation and is continuing her education towards the CERTIFIED FINANCIAL PLANNER® designation. She is also a member of the Saskatoon Estate Planning Council.

Danielle is proficient in assisting female entrepreneurs, those close to retirement and blended families with customized solutions to meet their goals and build their wealth across generations. She believes that a holistic approach is necessary to ensure wealth is protected, including insurance and estate planning.