Find a CEA

We are here to support Executors in completing their duties effectively and efficiently.  

Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011.  

Samuel focuses on providing insurance and estate plans to recently graduated professionals as well as young families and business owners. His goal is to ensure that your insurance and estate plans will help to protect you, your family and business despite any of life’s unforeseen obstacles.

Samuel graduated from University of Western Ontario in 2011 and in 2012, graduated from the Financial Services Practitioner Graduate Program at Seneca College.  Samuel is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU). Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).

An attentive, focused Advisor, who develops a long-term relationship with clients that
makes them feel truly understood and valued. Willing to go above and beyond for
clients, while truly listening to their concerns and needs allows me to
assist my clients in reaching their financial goals – keeping them up-to-date on
their progress and keeping them on the right path toward financial success.

I have more than 20 years’
experience in the financial services industry. I am a Past member of the Women’s Sales and Ad
Club of Belleville , acted as treasurer and First
Vice Chair of the club. 

Services

We offer a  wide range of
investment services, specializing in:

· 
educating clients on their investment choices;

· 
structuring portfolios to create cash flow during       retirement;

· 
providing clients with tax efficient strategies;

· 
helping clients organize their financial affairs.

Choosing me as your
financial advisor means developing a relationship with a financial advisor who
truly caters to your needs, and who knows and understands what your concerns
are for your future.

I was a Wealth and Estate Planner/Financial Advisor for thirty years until I sold my practice in 2019.

I held the following designations:

(CLU) Chartered Life Underwriter, (CHSC) Chartered Health Consultant and (EPC) Elder Planning Counsellor.

My clients often spoke of how they felt that I cared as much about their families as they did. I did! 

My mission and purpose: I want to help you, as an executor, navigate one of the most challenging processes in life during one of the most difficult times of your life.  I want to take the stress and worry off of your shoulders so that you can focus on yourself and your families during your time of grief. 

Let me help you do that. 

Tara Webster offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We are a community-driven practice, based in Sarnia, and are committed to Lambton and the surrounding area. We’ve provided wealth management services since 1992.

Our team will:

• Simplify your entire financial life
• Create peace of mind by reducing your financial concerns
• Guide you through critical financial events including your estate planning needs
• Deliver tax-efficient strategies across all aspects that improve your financial position
• Proactively adjust your plan as opportunities are identified

I became a financial advisor because I have a need for knowledge; this extends to an understanding of my clients and their individual unique life goals. I truly and patiently love helping people, businesses and families work through financial decisions that they may face throughout their lives. Regardless of the circumstance, protecting my clients' wealth is a core pillar during each of these life events. Partnering with individuals and families and helping them to navigate a path towards their life goals, with less uncertainty and greater confidence is why I do what I do.

I grew up on a farm in southern Saskatchewan and had the amazing experience of being involved in traditional farming. We raised cattle, chickens, and turkeys, which left me with a passion for agriculture, we also operated a smaller scale grain operation. This experience left me with a deep respect for hard work, spending time with family and truly understanding what our farming communities go through.

I started my financial career in the banking industry in 2001.

I truly believe in community supporting community, and I strive to promote local businesses and to make our community a better place. I believe in volunteering with local organizations when time permits. One organization that I am passionate about is being a member of the Melfort Rotary, and have enjoyed hosting exchange students from other countries.

I am a wife and proud mother of three children, I very much enjoy the experience of being a mom and watching my children grow into young adults. I currently have two children in university and fully understand how expensive the education system can be. Being a tight knit family of five, we live for big experiences and little moments. We love to watch baseball as a family so we are often travelling together to games and enjoying those experiences together. Regardless of whether I am watching them dive into a career path or finish up a final year of high school, I am incredibly proud to have a front row seat in their lives.

My goal after our meetings is that you leave with a sense of peace and understanding and feel confident knowing you have a personalized financial strategy in place.

I'd love to meet with you in person or for a virtual coffee. Give me a call at 306-752-2810 or email me at bobbilyn.weiman@edwardjones.com.

Hello,

Our company provide complete full financial planning services to our clients.  My role as a Regional Director is to help coach our advisors in their role working with clients.

My current credentials are the RRC.  I have just passed the CFP exam and I'm awaiting the official approval.

If you need to know more, please feel welcome to contact me via email.

As a financial advisor for the past 20 years and working in the financial services industry for close to 30 years. I believe I am uniquely qualified to help clients and families through all stages of their lives. I have helped numerous family members of my clients deal with their legacy planning. We offer mutual funds, Insurance Products, Guaranteed Investment certificates, TFSA's, RRSPs, RRIFs and RESPs. You can have comfort in knowing that Wever Financial has been here for many years and we have the staff and the experience to be here for many more. We look forward to working with you in the future.