Find a CEA

Nadine is a graduate of the University of Waterloo with a B.Sc in Kinesiology. She joined the Woodstock branch of CIBC Wood Gundy in 2004 and has been involved in various positions over the years. She is currently a Financial Associate, working with the Branch Manager. Her knowledge and expertise provides clients with the reassurance that their needs will be handled in a prompt and efficient manner. 

Anne is a financial
advisor with RGF Integrated Wealth Management, and has been with the firm since
1997. She specializes in wealth accumulation and retirement planning, with a
focus on generating – or preparing to generate – a comfortable level of income
in retirement by integrating the use of various pension entitlements and
investment assets.



Estate planning issues are an intrinsic part of wealth accumulation and
retirement planning, and can be addressed either as a matter of course or separately,
depending on the requirements for each individual client.

Tim Hansen, B.Comm.,
CFP® is a recognized
financial educator, author, speaker, a co-creator of the Abundant
Retirement Process TM, and a wealth advisor at Sutton Wealth Planning, whom you may have seen in Thrive magazine and at speaking
engagements for Family Business Association Saskatoon, Praxis School of
Entrepreneurship and the national Advocis conference. For the past
several years, Tim has been a mentor in the Raj Manek Mentorship Program, which
pairs experienced business mentors with young entrepreneurs.

Tim
has been helping successful families and business owners with their retirement
planning to preserve, protect and pass on their wealth for over 15 years. In
addition to his role as a partner and wealth advisor with Sutton Wealth
Planning Tim
is also a Pension Advisor Sutton Benefits & Pension Inc. working alongside
his wife Andrea to help businesses build toward their total rewards business
strategies.

Tim’s believes that
when your wealth is in control of you, the experience of confusion, fear and
worry is something you have the power to take that control over to fulfill your
dreams.  And he is passionate about
helping his clients achieve a unique impact, while enjoying lifestyle freedom
and peace of mind about their wealth.

Originally from
Theodore, Saskatchewan, Tim graduated from the University of Saskatchewan in
2001 with a Bachelor of Commerce. Tim is a member of Advocis, as
well as the NSBA, Chamber of Commerce, and Benefits Alliance.

Tim and Andrea have
two children, Victoria and Broderick. Tim enjoys being involved in
his children’s activities and has coached both of them in minor
hockey. As an avid sports fan, Tim’s favorite teams are the
Vancouver Canucks, and the Saskatchewan Roughriders, where he is a season
ticket holder, and he enjoys taking in as many games as possible. He
also plays hockey recreationally, and he is known for his powerful skating
stride and soft hands around the net.

In his spare time, Tim
enjoys many outdoor activities, from hunting, fishing, boating, hiking and
skiing, many of which they enjoy together as a family at their cabin at Fishing
Lake. Tim also enjoys the arts, collecting coins, drawing, painting
and dabbling in photography, as well as reading personal development
books. Tim tries to keep everything light through his keen sense of
humour, and he puts those around him at ease through his easy-going and
fun-loving nature.

Van Hansen is a real estate broker with the full-service boutique brokerage Apex Results Realty Inc. serving Halton & Hamilton. Say hello, and.. move forward with more™

For more than 23 years, I’ve seen the positive impact of wealth planning and the drawbacks of not having a plan in place. This is why I’m driven to help individuals and families engage in planning conversations and attain wealth wellness—the clarity that comes from financial awareness and the confidence to manage life’s planned and unplanned events.

My vision is that advice is accessible to all, and people will be proactively involved in their wealth planning journey and continuously take action. I believe we achieve this by encouraging people to take ownership of their financial well-being, providing opportunities for continuous learning, and by complementing multi-disciplinary advisors with digital tools. My mission is to inspire people to connect wealth goals with their vision and values, and achieve wealth wellness through knowledge, planning and taking action.

I have been a Financial Advisor with Edward Jones for 26 years.

I built a business from zero into a thriving business providing peace of mind for successful people and families, helping many at this point achieive their goals and dreams.

I took the Canadian Securities Course many years ago as well as the PFP course which is now WME. 

Brian has been in the life insurance and financial services industry for over 50 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree in Actuarial Mathematics, a Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Executor Advisor. He may be contacted at:

Brian A. Harris, B.A., CFP, CLU, CH.F.C., CEA               

Harvest Insurance & Financial Services Inc.

446 Eastbridge Boulevard. Waterloo, ON, N2K 3Y3

Tel: 519-747-7447 or 1-800-353-8058

Fax: 519-747-7447  Email: hifsi@golden.net

Website: www.hifsi.ca                

We work with Accomplished Entrepenuer's & their families.  Our value proposition is Integrated Wealth Planning.  We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity.   We provide clarity as they understand their 'number'.

I am a Self-employed Financial advisor since 1990. Mutual  Funds and other investments through Sterling Mutuals Inc. Individual tax preparation experience since 1992. Life / Accident and Sickness Insurance licensed Level 2 since 1990.

I have Experience in over 100 estate settlements ranging from death claims on policies to terminal tax returns to will and trust consultations. Further I have also been an executor myself for multiple estates.

I have established contacts with legal professionals, mortgage brokers and am looking to build additional quality referal sources for my clients.

Our business is an insurance brokerage and we specialize in providing living benefit coverage in addition to life insurance to our clients.  We also help business owners tailor group insurance or employee benefit programs to their unique needs as well as keeping in mind cost containment strategies.  We also help people assist with their changing insurance needs throughout their lifetime.