Find a CEA

Having recently retired after 30 years of practice as a Professional Financial Advisor , I
take great pride in having been able to help many clients achieve a scure financial future. Each
of us has a good story to tell and some of them may touch on your dreams and needs when it comes to making plan for your will.

Through my past experience with Estate Planning, I came to realize the complexity in administering the Estate when someone close to us is gone.  Moving forward, I am committed to dedicate my retirement years in providing guidance to
executors young or old, to deal with the fast changing responsibilities evolving an estate settlement.  I am proficient in the English language and also speaks and write fluent Cantonese as well as Mandarin.

Have the IFIC license 1987

Financial planner since 1989

Have insurance license since 1991

Self employed since 1987, have over 400 active clients and manage over $50 million of assets in mutual funds.

As and advancement officer for the Vancouver Island University Foundation, my role is to work with annual, endowment, trust and planned giving donors. Previous to this role, I was a financial planner with a keen interest in estate planning, charitable and planned giving. 

We are financial consultants.We help clients build a unified team of professionals that create and implement totally integrated financial solutions customized to their unique needs.

I have been in the industry for 20 years, and over time have had many roles and served many people. I believe in life long learning, and being able to help people make informed decisions. I hold my CFP, and my CHS designations, which have served me well over the years. I feel it is time to branch out and continue my higher learning process with the CEA designation.

The topics covered over the first 2 years of our relationship include:

1. Identify & Quantify Financial Goal
2. Ascertain Current Financial Situation
3. Review Risk Tolerance & Time Horizons
4. Discuss Balance & Diversification
5. Create a Comprehensive Financial Blueprint
6. Build a Multi-Asset, Multi-Style, Multi-Manager Investment Portfolio
7. Discuss Retirement Planning
8. Talk about Risk Management
9. Confer about Tax Strategies
10. Speak regarding Debt Minimization
11. Discuss Estate Planning
12. Consult regarding Wills & P.O.A.’s
13. Explore Educational Needs
14. Chat about Charitable Giving
15. Discuss Special Needs

Education: Bachelor of Science, Lake head University, Thunder Bay

Chartered Financial Planner, Canadian Institute of Financial Planning, Toronto

Specialties:
Business Specialist:
- I'll help build, protect and transfer your Business

Retirement Specialist:
- I'll help ensure your great grandchildren come from "old money"

I am Christine Connolly, Financial Advisor in Ontario.

What I do is free you of your deepest financial fears and help you find peace of mind by building a secure wall around you and your money.

I get you on track and keep you track, with your long term financial freedom goals, so your money doesn't run out before you do.

I am  the Market Manager for TD Private Wealth Management in Greater Ontario Region.  I lead a team of Trust professionals, Private Bankers, Wealth Advisors, HNW Planners and Succession Advisors and Insurance specialists.