Find a CEA

I commit our time and expertise to developing a personalized plan for you and your family. When you become a client, I will meet with you to discuss your immediate goals and longer term objectives. I will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, I will implement your plan and review it regularly as your life changes.

As you go through life, there are many ages and stages where financial advice will be of great value to you. I will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices. Working behind the scene is our large team of financial planning experts, who specialize in investment, retirement, tax and life planning. these experts help me to keep on top of changes to government legislation that could impact your plan, global market movements and new financial options. 

With my advice, your plan will help you to set saving targets, choose the best financial vehicles, and ensure you have the right mix of investments. Research has proven that individuals who follow a plan are more likely to start saving earlier and with more commitment, leading to a higher net worth. 

Sylvia Carruthers , B.Sc.(O.T.), LL.B, C.E.A. is an experienced lawyer who has been assisting clients in estate planning and administration since 1983. In addition to her extensive and lengthy career in Ontario, she now practices in Alberta, so is ready to assist those with estates involving either province or a combination of both.   

Sylvia focuses on problem solving and dealing with the individual needs of each client, resolving issues by extensive communication and investigation, rather than stock answers. Her focus is on her clients and their issues and providing exceptional service to them.

Sylvia looks forward to assisting people with sound advice about the extensive and complex issues of being an executor or personal representative and looks to gain your trust as your advisor. Let me know how I can help you.

A trusted Financial Planner with 30+ years of extensive Estate planning experience.  Very approachable and easy to deal with.  Completely independent with no in house product bias.

I am a Certified Financial Planner (CFP®) with a background in Education (B.Ed.)  I value the relationships that I form, and I show it through honest communication and thorough results for clients.  My areas of strength allow me to synthesize the complex world of finance into approachable concepts, empowering clients.  We build and find success together.

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.

With
Jim’s 35 years in the financial services industry and 16 years
prior experience as a small business owner this has provided him with
an understanding of the sales process and needs of the business
community. He uses this knowledge to assist producers in preparing
portfolios and growing their business and provides support to his
accounts through a variety of educational seminars and case
consultations.

Jim
announced his retirement from Equitable Life at the end of April 2024 and
has decided to go back into practice to serve his clients and work
with brokers to build their practices . He is looking forward to this
new chapter in his life as he has joined Experior Financial to serve his clients and brokers alike

At a Financial ConciergeTM, we accept appointment to the roles of executor, attorney and agent.  In addition, we will assist and coach executors as Agent of the Executor.

We also assist seniors, vulnerable individuals and busy prwith day to day management of their financial affairs.  Services include document organization, bill payment with statement reconciliation, liaising with their advisors and trusted contact.

My initial career was healthcare (BN).  After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.  

My goal for you is Peace of Mind around day to day management of your financial affairs.  We will achieve this through a mutually rewarding and ongoing client relationship.

I work as a Senior Financial Planner at TD Wealth.  I help client setting and achieving their retirement goals.  I hold my Certified Financial Planner (CFP), CIM, FCSI.  I am also a Certified Retirement Specialist and LLQP life insurance licensed.  I recently obtained my Diploma in Certified Executor Advisor (CEA).