Find a CEA

I have a BsC in Business Administration and majored in Finance and Economics. I also have an EMBA and I am doctoral Student. I am a Financial Advisor and service HNW in Sylvan Lake. I heard about CEA through our firm. 

I partner with my clients to understand what's important to them, their family, and their specific situations. I use an established process, so they understand what is required in order to achieve their financial goals. Goals that evolve and develop over time. Through the years, we partner together for the long term, to ensure that they stay on track.

While working with my clients, I believe that educating and explaining costs and concepts, is as important as the recommendations that we make.

Having lived in this area, on a purebred Angus cattle operation for over 25 years, I am familiar with working with clients of a business, and agricultural background. Specializing with transition planning.

I enjoy working with individuals to help prepare for retirement, live in retirement, and specific client goals. Preparing for the unexpected, and education savings are also services we offer.

Completing my degree at Montana State University, and living state side for 15 years, I decided to move back home, and raise our two boys. At that time, I worked for Cargill as a FMR and grain buyer. I also had the opportunity to work contract positions in other areas. One being for the APX/Hilton Hotel group as a consultant. My love of working in the commodities market, eventually led me to work here at Edward Jones Investments.

You can often find me at the football field, and hockey rink, cheering on our boys. In the summer, we enjoy spending our time at Brightsand Lake. I enjoy sports, horticulture, and attending yoga and spin class.

Tyler started Hope Financial Solutions as a personal finance coaching business in 2021. Tyler has a heart to help those in grief and need, bringing clarity and stability to their financial situation as they mourn the loss of a loved one. As a CEA, Tyler is privileged to be able to step into situations of loss, and bring peace and clarity to the financial situation.

Tyler has been a fully accredited CPA since 2015, and recently completed his CEA accreditation. Tyler has worked in a variety of corporate financial roles for about 15 years before branching out to start his own business.

Tyler is happily married with one child, and lives on Waterford, Ontario.

At 24, I became the executor for my mother’s estate, a role
that deeply shaped my career and understanding of estate administration. This
experience occurred forty years ago and imbued me with a profound empathy for
executors facing similar challenges.

Leveraging my background in business and the credit union
system, I offer expert advice and empathetic guidance to those navigating the
complexities of executorship. I understand the emotional and logistical hurdles
firsthand—from making critical decisions about autopsies to navigating family
disputes and managing significant financial obligations.

Margaret Walker:

With a background in business analytics, project management, and customer service, as well as the Certified Executor Advisor designation, Margaret brings both expertise and heart to her work. 

Based in Calgary, her precision, relationship-building skills, experience in estate administration, and strong project leadership make her perfectly suited to help our clients navigate estate and executor matters. 

My passion and commitment to help clients protect and honor their legacy.

Brenda has worked with the Scotia family for over 34 years, and with The Wilkins Group for more than 26 years.  Brenda is a Certified Financial Planner and holds the Fellowship of the Canadian Securities Institute.  Brenda is able to provide guidance on investment asset allocation solutions, financial planning including insurance and philanthropic strategies and estate and legacy planning.

23 years in the financial planning business. I help my clients take what is important to them and make it a reality. I specialize in Retirement Planning, Wealth Management and Group Pensions and Group RRSPs. I am a CFP, CLU and a Qualifying and Lifetime Member of The Million Dollar Round Table.

I am a Financial Advisor who specializes in Retirement Income Planning, Tax and Estate Planning in the Hamilton area.

Camby has over 20 years of experience working with individual investors to achieve their unique, long-term goals as a financial advisor with London Life (Canada life). He is trustworthy, knowledgeable and experienced, and a MDRT(TOP, Court of Table) Member of 26 years. 

I have been a financial advisor with Edward Jones for more than 14 years serving clients in BC, AB, ON and QC. I partner with my client support team member Judy Zhu  to serve all your financial needs. I'd like to spend time in understanding your financial needs, goals, priorities and life purpose. And then partner together with you to provide you the financial strategy that is perfectly tailored to you.

I am a Certified Financial Planner® and Certified Executor Advisor® professional and I also hold a license as a Canadian Life and Disability Insurance Agent.

When I am not in the office I love to spend time with my family. I like travel and enjoy different kinds of sports including running, golf, badminton, biking, and skiing. I am a marathon and ultra runner and is one of the Abbott World Marathon Majors 6-Star finishers. Running teaches me how to get better, help and inspire others to get better. It is similar to my purpose of work: helping others for better life in health, family, finance and purpose.

I am bilingual, fluent in both English and Mandarin Chinese.