Find a CEA

Search Filters

Clear Search
907 Results Found
Gus began his career with Freedom 55 in 2003.  Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations.  He is a member of Advocis and the Million Dollar… Read more »
Area serviced: Kanata, ON; Ottawa, ON; Brockville, ON; Manotick, ON; Kingston, ON; Ottawa-Carleton, ON; West Carleton, ON; Nepean, ON
Area serviced: Edmonton, AB
We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance and related financial matters. Our purpose is to give clients a greater sense of financial security and increased confidence in their wealth management… Read more »
Area serviced: Toronto, ON
Jen Denys, is the Aftercare Specialist at Haskett Funeral Homes, a program she helped launch in 2016.  Bringing her expertise as a facilitator and business professional, Jen is a compassionate, supportive and conscientious guide as she assists families… Read more »
Area serviced: Exeter, ON
Daniel Dessureault joined PPI as Vice-President, Advanced Sales – Ontario in 2015. He is responsible for the provision of value-added services and leading edge insurance solutions to financial advisors working in the business owner, family enterprise… Read more »
Area serviced: Toronto, ON; Burlington, ON; Oakville, ON
With about 15 years of experience in the financial industry; I became an advisor in 2011. Prior to that I've worked within Sunlife Financial for 9 years in various departments such as Group Retirement, Group Benefits, Long Term Care, etc.As an advisor,… Read more »
Area serviced: Kitchener, ON
519-744-7325 ext.2213
I enjoy working with my clients to help build and secure their financial futures.  Together we decide what's important and develop strategies to  achieve realistic goals. The world is ever changing and education is what helps… Read more »
Area serviced: Waterloo, ON
Gregory Dobson is a Certified Financial Planner at Emeritus Financial Strategies.  Gregory began his career working for Canada Revenue Agency, which has provided him with extensive knowledge of the Income Tax Act. Gregory has been in the financial… Read more »
Area serviced: Burlington, ON; Etobicoke, ON
Retirement & Beyond You are about to retire or have retired, now what? Protecting your estate from unnecessary taxes and fees is what we do. We ensure your Legacy will be what you actually intended without surprises. We put the pieces together in the… Read more »
Area serviced: Sudbury, ON
We are the preeminent Financial Planning Firm in Canada.Life is rich.Your financial plan should be, too.We focus on six areas of your financial life to help you get more out of your money, so you can get more out of life.Kevin Andrew Dopko MBA CFP FCSI… Read more »
Area serviced: Wilmot, ON