Find a CEA

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.

Benjamin graduated from Dalhousie University’s Schulich School of Law. and in 2015 began his career as a lawyer. In December of 2018, Benjamin formed Barrington Law Inc. and bought a rural law practice in the Barrington area of Nova Scotia and has expanded the practice to serve Shelburne County, as well as other parts of the South Shore, and also the Truro area in central NS. 

Being a rural practitioner, Benjamin runs a
general practice focused on transactional law. He has a special interest in the
fields of property, estates and estate planning, marine, and business. 

I am a Funeral Pre-Planner and Aftercare Specialist

For the past 35 years I have been working with people in the GTA and surrounding areas that need financial guidance. My specialty is in Insurance, retirement and estate planning. 

Shelly Smee is a seasoned professional with over 28 years servicing clients in the Lower Mainland.  With her team The Integrity Real Estate Group, she manages 50+ transactions a year with a focus on Estate Sales, downsizing and working with investors.  She is a well respected member of her community and serves on the Professional Conduct Committee of the Greater Vancouver Realtors.  From 2016-2023 Shelly also helped grow Oakwyn Realty from 50 agent to over 600 agents across BC, as facilitator of Oakwyn's Proprietary Post Licensing course, training over 350 new agents and overseeing the HQ branch Regulatory Compliance as Managing Broker.  In Fall 2023, Ms. Smee retired from her Managing Broker role to be full-time back doing what she loves best, servicing her clients. Shelly has Developed an Executors Guide and Checklist to assist her clients navigate the complex disposition of Property that often is a major event in the winding up of an Estate.  Her extensive network of industry resources ensures an executor can hand over the keys and know the property is in good hands.   From Date of death Market Value to Removals, Environmental Services and Staging, our team is well versed in managing every step of the home sale process.   Integrity., Our Name is Our Promise.

Andrew Smith, Financial Advisor, Andrew Smith Insurance Inc. Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company. Andrew Smith, Mutual Fund Investment Specialist, Mutual Funds offered through Co-operators Financial Investment Services Inc.

As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. We provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations.
Investments. Driven by our co-operative values, we put people – like you – first. Our personalized, easy-to-understand investing solutions are designed to help you meet your needs today and your goals for tomorrow.
Insurance. For more than 75 years, we’ve been helping Canadians protect themselves and their loved ones. And that’s not about to change. A strong financial foundation includes reliable coverage when you need it most.
Advice. Can’t decide between a TFSA and an RRSP? Not sure what the right long-term plan is for you? We provide straightforward, judgement-free advice, no matter where you are on your personal financial path.