Find a CEA

I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of the Waterloo Wellington Estate Planning Council and am also the resident estate planner affiliated with the Henry Walser Funeral Home in Kitchener.

Life transition specialist. Partner with and help for those in life changes.

CIM®, CEPA®, CEA®

I possess over 20 years of experience in the IT field specializing in executive support for members of the accounting, government, legal and pharmaceutical sectors.

My transition into Real Estate was a natural progression, as I have traveled to many destinations worldwide developing an appreciation for fine architecture and interior décor. While taking my first few Real Estate courses I knew that I had to specialize to make an impact in the highly competitive Toronto market. So, I etched out a niche that allowed me to continue working closely with seniors.

I found a passion in working with the elderly, from my early years watching my mother who was a Geriatric Nurse for over 40 years’ work with her elderly patients within the community, to working as a Candy Striper and Dietary Aide in several Toronto area hospitals, to owning a company that delivered prescription medication to primarily seniors. My desire to service the aging marketplace compelled me to secure several designations including the Certified Executor Advisor (CEA).

My goals remain steadfast; to be your complete solution for all your downsizing & real estate settlement needs by using my Signature C.R.A.F.T. system.

www.upfinancial.ca

B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA

Elijah specializes in managing liquidity events including  business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts, insurance proceeds, and inheritances.

He has been ranked as one of Calgary's Best Financial Advisors.

With over 26 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.

My commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP) designation conferred by the Financial Planning Standards Council of Canada, the Fellow of the CSI (FCSI) designation conferred by the Canadian Securities Institute and the Certified Executor Advisor (CEA) designation conferred by the Canadian Institute of Certified Executor Advisors.

I look forward to exploring investment strategies and solutions with you as we work together towards achieving your uniqwue financial goals.

Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 

We have a team of Certified Executor Advisors available to support you through the complex administrative process that comes after a death. 

We believe that grief is hard enough. We are dedicated to making final documents simple. 

Call us today to get started. 

306-500-9625 or toll-free at 1-800-500-2135