Find a CEA

Search Filters

Clear Search
1200 Results Found
VP and Market Manager for TD Private Wealth Management. I manage a Team of TD Wealth professionals 10 Wealth advisors, 10 Priivate Bankers and a amazing team of Private Trust  officers.  We cover from Hey 27 to Oshawa and Finch to Hwy 9 of… Read more »
Area serviced: Vaughan, ON; Toronto, ON
I work under Caldwell Securities, Ltd. in the business development department, and we are currently developing a multi-family office. My role will be changing as the family office evolves, and we are so looking forward to adding great value to our existing… Read more »
Area serviced: Toronto, ON
Wade has over a decade of experience working as a Financial Advisor in the Ottawa area. He focuses on building strong relationships with his clients and getting an understanding of what is truly important to them, before any work begins. "The better… Read more »
Area serviced: Ottawa, ON
Bill has been a financial advisor and planner since 1996.  His focus, and that of his team, has always been on planning first.  In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams… Read more »
Area serviced: Aurora, ON; Toronto, ON; Newmarket, ON; East Gwillimbury, ON
Area serviced: Oakville, ON; Halton, ON; Hamilton, ON; Toronto, ON
Protection. Progress. Prosperity.Our investment approach focuses on key principles and strategies.  One of the key principles is our personalized and customized approach to meet the needs of our clients through quality products and client service;… Read more »
Area serviced: Oakville, ON
Financial Education First Approach Read more »
Area serviced: Fort McMurray, AB
Area serviced: Guelph, ON; Fergus, ON
I acquired the Certified Executor Advisor designation in 2017 in order to fill the gap in my knowledge; several of my clients were dealing with the responsibilities and duties of being Executors.  Having this designation has enriched my Estate Planning… Read more »
Area serviced: Edmonton, AB
Eileen is currently an independent insurance specialist and consultant, working with her own clients and supporting other advisors on business development or complex cases.Eileen has over twenty-five years of senior financial industry experience working… Read more »
Area serviced: Cobourg, ON; Toronto, ON; Whitby, ON; Oshawa, ON