Find a CEA

Search Filters

1246 Results Found

Randy Brown, CEA
Co-owner, The Change Manager Inc.

Brandon, MB Contact

TheChange Manager Inc. has been developed to assist clients in addressing some of the issues seniors or their families may encounter over time. We bring experience and professionalism to every situation and will customize our… Read more »

Area serviced: Brandon, MB; Western Manitoba, MB

204-761-8928

Dylan Brown, CEA
President

Windsor, ON Contact

Dylan Brown
CEA, CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC
CERTIFIED FINANCIAL PLANNER®
CERTIFIED INTERNATIONAL WEALTH MANAGER
Brown & Associates / Sterling Mutuals Inc.
218-3270 Electricity Drive, Windsor, ON, N8W5J1
… Read more »

Area serviced: Windsor, ON

519-944-4232

Jerry Brown, CEA
Senior Retirement Advisor

Abbotsford, BC Contact

Area serviced: Abbotsford, BC

6048599966

Tim Brown, CEA
Financial Planner

Halifax, NS Contact

Area serviced: Halifax, NS

9024484069

Christine Brunsden, CEA
President

Burlington, ON Contact

Area serviced: Burlington, ON; Guelph, ON; Kitchener, ON; London, ON; Ottawa, ON; Toronto, ON; Windsor, ON

905-531-4852

Jeff Bryce, CEA
BA, MBA, EPC, CEA

Waterloo, ON Contact

Since 1986, Jeff has been a full-service financial advisor dually licensed for mutual funds and life insurance. His expertise is custom investment plans, pensions, estates, and personal income tax. He is also an Elder Planning Counselor. Please… Read more »

Area serviced: Waterloo, ON; Waterloo (Region), ON; Hamilton, ON; Guelph, ON; St. Catharines, ON; Burlington, ON; Cambridge, ON; Courtenay, BC; Duncan, BC

1 800 893 0014 or 519 747 4200

Ray Bukovy, CEA
CFP CPCA CEA

Thunder Bay, ON Contact

ABOUT RAY BUKOVY, CFP CPCA www.bfinancial.comRay has been in the financial services industry for over 34 years. He is a Certified Financial Planner (CFP) and has obtained theCertified Professional Consultant on Aging (CPCA) designation. He is experienced… Read more »

Area serviced: Thunder Bay, ON

807-684-1820

Mark Bull, CEA
President

Oshawa, ON Contact

I attained my life licence in 1994 and I have my CLU, CFP, CHS and CEA designations. I work mostly with High Net Worth Clients and I have a large Segregated Fund Block of Clients. I also have a large Group Benefit block… Read more »

Area serviced: Oshawa, ON

905-576-0262

Douglas Buss, CEA
President

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

204 227 6395

Rossy Bustamante, CEA
Financial Planner

Richmond Hill, ON Contact

My Goal as your Advisor:
To inspire you to achieve your financial lifetime goals, through learning,planning, executing, and connecting your needs and wants for a sustainable happy lifestyle.
What can you expect from me as your Advisor?
My knowledge… Read more »

Area serviced: Richmond Hill, ON

416 587-0795

Lynne Butler, CEA
Wills and Estates Consultant

St. John's, LB Contact

Our firm is the only law office in Newfoundland and Labrador that focuses exclusively on wills, estates, and related matters. We do estate planning, estate administration, executor assistance, and mediation of estate -related disputes.
We offer a… Read more »

Area serviced: St. John's, LB; Paradise, LB; Mount Pearl , LB; Clarenville, LB

7092215511

James Butler, CEA
Assoicate Advisor

Guelph, ON Contact

Area serviced: Guelph, ON

519-780-1730

Tara-Lynn Byron, CEA
Financial Advisor

Halifax, NS Contact

Area serviced: Halifax, NS

9024542425

Artem Bytchkov, CEA
Financial Planner

Calgary, AB Contact

I have been working in the financial and banking industry since 2007 (including service at CIBC and RBC banks). I hold the PFP (Personal Financial Planner), FMA (Financial Management Advisor), CLU (Chartered life underwriter) and of course… Read more »

Area serviced: Calgary, AB

403-690-8622

Adam Calibaba, CEA
Financial Security Advisor

Regina, SK Contact

Area serviced: Regina, SK; Weyburn, SK

3065461383

Area serviced: Windsor, ON

Dylan
Brown

CEA,
CFP®, CFSB, CIM®, CIWM, CPCA®, EPC, FCSI®, FMA, RIS, RRC

CERTIFIED FINANCIAL
PLANNER®

CERTIFIED INTERNATIONAL
WEALTH MANAGER

Brown & Associates /
Sterling Mutuals Inc.

218-3270 Electricity Drive, Windsor, ON, N8W5J1

Phone/Fax: 519-944-4232

Toll-Free: 1-866-944-4232

Email: dbrown@bafs.ca

Web: www.bafs.ca

Area serviced: Abbotsford, BC

I have been in the financial services field for over 40 years and specialize in working with clients in the 50 plus age group. I help them to make informed retirement decisions for their money and their life.This includes a retirement income plan designed to minimize taxation and to ensure that they will not run out of money in their later life.I also review their total estate plan.All investment recommendations reflect low risk and competitive fees, deductible when possible. I am a Certified Financial Advisor (CFP) Elder Planning Counselor (EPC) and a Professional Retirement Planner (PRP), all key designations to developing your personal retirement plan.

Area serviced: Halifax, NS

Area serviced: Burlington, ON; Guelph, ON; Kitchener, ON; London, ON; Ottawa, ON; Toronto, ON; Windsor, ON

I have 24 years experience working in the trust and estate industry for various trust companies in both administration and business development. I am an active member of the Estate Planners Council of Halton & Canadian Association of Gift Planners. I maintain the following designations TEP, CEA, EPC, MFA-P. Trusted Legacy provides a full suite of legacy planning and organizational services, planned giving strategies and assistance, advisor education and client seminars and agent for Executor, Trustee, and POA services.

Area serviced: Waterloo, ON; Waterloo (Region), ON; Hamilton, ON; Guelph, ON; St. Catharines, ON; Burlington, ON; Cambridge, ON; Courtenay, BC; Duncan, BC

Area serviced: Thunder Bay, ON

ABOUT RAY BUKOVY, CFP CPCA www.bfinancial.com

Ray has been in the financial services industry for over 34 years. He is a Certified Financial Planner (CFP) and has obtained the

Certified Professional Consultant on Aging (CPCA) designation. He is experienced in all facets of the financial planning world, while

specializing in the tax and estate issues of business owners. He continues to enhance his education and experience to ensure his clients

are well informed. Along with his team, he strives to provide exceptional service and select quality investments for clients and their

families. Ray has a love of blues music, health and fitness, and has been married to his wife, Dianne for over 35 years. They have two two children and two beautiful grandchildren

Area serviced: Oshawa, ON

Area serviced: Winnipeg, MB

Doug Buss CLU, CPCA, CFP, CEA, Owner & President of YourStyle Financial Inc. Proud to be celebrating my 33rd year in the financial services industry. We help business owners, employees and families achieve their dreams. We specialize in Investment, Insurance, Tax and Estate Planning solutions. Feel free to give a us a call to arrange a complimentary review/discussion.

Area serviced: Richmond Hill, ON

My Goal as your Advisor:

To inspire you to achieve your
financial lifetime goals, through learning,planning, executing, and connecting
your needs and wants for a sustainable happy lifestyle.

What can you expect from me as your Advisor?

My knowledge and experience as a financial advisor come from
helping individuals, families and small business owners with their financial
and retirement planning for the last 22 years.

Investment Management –
In depth analysis of your current situation to uncover opportunities and
challenges to meet your needs and goals.

• Portfolio
creation - monitoring asset allocation to optimize growth and wealth
preservation.

Tax efficiency planning – on
your risk, wealth strategies and Retirement Income

Retirement INCOME Design for a SUSTAINABLE Happy Retirement:

• CPP, OAS, LIRA, DCPP, PENSION – Exit Strategy for Registered
Investments taking into consideration tax efficiencies.

• Retirement
Income Planning Blueprint – customized to your needs.

BUDGETING – One of the most important tools in achieving financial
freedom.

Estate Planning – Strategic
planning for a survivor friendly and estate friendly asset transfer.

Ongoing Advice – open,
honest and timely communication.

Professional competency –
ongoing education advancement in the industry to bring you the tools and
knowledge that you deserve.

Privacy – We take
great care to protect our clients and ensure the personal information we
collect is accurate, up to date, confidential and secure.

I look forward to a long and prosperous
partnership.

Rossy Bustamante, CFP

Financial Advisor

Area serviced: St. John's, LB; Paradise, LB; Mount Pearl , LB; Clarenville, LB

We offer a completely innovative approach to legal services. We have banned the billable hour system entirely and use flat fees for services. We don't charge for postage, copy paper, faxes, etc. We return all calls within a day and have wills signed within a week. We do weekly seminars for the public in-house and offer a variety of how-to brochures and online courses.

I was first called to the bar in Alberta 30 years ago, and am now practicing in my home province of Newfoundland and Labrador.

I am the author of 9 books about estate planning and administration, and one about the history and development of wills. I have had numerous articles published in magazines and newspapers. I have been interviewed on estate-related topics on BNN, CPAC, Global TV, City TV, CBC Radio, VOCM Radio, the Wall Street Journal, the Globe and Mail, the National Post, the Vancouver Province, the Edmonton Journal, the Toronto Star, the Montreal Gazette, Maclean's Magazine, Advisor's Edge Magazine, Canadian Lawyer Magazine, Lawyers' Weekly Magazine, Caregiver Solutions Magazine, Mompreneur Magazine, Today's Parent Magazine, Cottage Magazine, FinancialPipeline.ca, AdvocateDaily,com and many other websites.

I write a blog on wills and estates matters that generates more than 4,000 hits a day. Feel free to visit my blog at www.estatelawcanada.blogspot.ca.

Area serviced: Guelph, ON

Area serviced: Halifax, NS

Area serviced: Calgary, AB

I have been working in the financial and
banking industry since 2007 (including service at CIBC and RBC banks). I
hold the PFP (Personal Financial Planner), FMA (Financial Management
Advisor), CLU (Chartered life underwriter) and of course CEA (Certified Executor Advisor) designation.
I have
extensive knowledge and expertise in the financial industry as a whole,
including banking products, investments and taxation, credit products
and insurance.
I am fluent in English and Russian.

My company deals with small business owners and professionals
More information is available on artemfinancial.ca
Also you can email us at contact[AT]artemfinancial.ca or phone 403-690-8622

Area serviced: Regina, SK; Weyburn, SK