Find a CEA

We have been in business since 1992. We provide advice and solutions to financial problems for clients in the areas of Protection, Accumulation and Retirement.  Implementing a financial plan for our clients that addresses risk management, increasing wealth and retirement planning allows us to always be objective-based when it comes to any recommendations we present to our clients.  

Chartered Professional Accountant's office with two CPAs, three tech and two admin.  We prepare personal and corporate returns as well as estates and trusts.   We have a small list of American clients that we do 1040 returns for. 

I am an employee with MBI Financial Inc for 27 years.  I specialize in selling guaranteed investment products, life insurance products and mutual fund products.  I am life insurance licensed as well as mutual fund licensed.  I have completed the course in Registered deposit broker also.  In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on. 

As a Project Manager with 20+ years of experience, I have the ability to look at the big picture and breakdown each action item into manageable steps.

Canadian Chartered Professional Accountant (CPA, CA) with a general practice focusing on owner-managed businesses. We are the Canadian owner-managed business owner's choice for on-line professionally designated tax accountants.

Areas of practice include:
- assurance (audit & review engagements)
- tax advice, tax planning and tax preparation services, for individuals, partnerships, corporations, trusts and non-residents of Canada.
- deceased persons and estates; did you once agree to be an executor for someone's estate and now they have passed away? Being an executor is a daunting job which can consume more time than you ever imagined. We can help guide you through the tax compliance associated with an estate.

Area of professional interest: the use of technology in the work of professional accountants and tax practitioners to achieve work-life balance, enhance firm productivity with the end goal of increasing client value.

Specialties: service to Spanish and German speaking clients.

I am a retired legal assistant.  For the last 15 years of my career, I focused mainly on Wills and Estates.  I help others with estate questions or even Will questions.  As well, I have been the exectrix of approximately 7 estates.  I have also walked other executors through the estate process in several estates, including bank appointments, lawyers’ appointments, etc.  

Other than normal executor’s fees, I do not charge for my services.

I feel accreditations in this are would be extremely helpful.