Find a CEA

In 1994, I traded in my hammer and saw for a new set of tools. After 10 years renovating homes, I embarked on a new career in financial planning. Renovating homes was rewarding, but I couldn't face the prospect of working through yet another cold Canadian winter. So I set off to Toronto to learn my new trade and even though the environment couldn't have been more different, the lessons I had learned in the previous decade would be a huge benefit in the years to come.

The renovations I performed always involved tearing down existing structures. Opening up walls, highlights the benefits of careful planning and prudent construction. It's easy to work on a well-built home with a solid foundation. On the flip side, I saw many examples of shoddy building that led to modifications, cost overruns and missed deadlines. The reasons for the "tear down" were different for each job (structural problems, updating to code, or simply homeowners wanting a change). The tricky part was that until you opened up the wall, you were never entirely sure what conditions you were going to face. Once you busted through the dry wall, you had passed the point of no return. (A great way to learn problem solving skills)

In one of my current roles I help our clients "tear-down" their estate plans. Whether you know it or not, you already have an estate plan in place, and chances are it is not "exactly" what you want. The good news is that we don't have to bust any drywall to fix it. How can I be so sure that your estate plan needs to be renovated?

1) Structure - some plans simply don't accomplish what YOU want
2) Updating to code - taxes and laws change over time, your plans need to adapt
3) Life - has anything changed since your last estate plan (family, finances, feelings?)

Eby Financial Group has been partnering with clients for over 25 years. We are a team of knowledgeable professionals offering customized Wealth Management Strategies and Insurance Solutions to individuals, business owners and multi-generational families.

Our clients appreciate a long-term relationship based on trust, integrity and results. We offer informed advice and work to simplify the administrative burden involved in managing finances effectively. If you would welcome more clarity than you currently have, we would be pleased to meet you.

We assist a limited number of Families who value advice with tax efficient cash flow planning to ease the burden on their money. We begin with My Priorities assessment, risk tolerance assessment, proceed with projections and then implement reasoned investment/insurance/legacy recommendations to meet their ever changing needs. Our primary focus is on simplicity AND developing genuine relationships that add value to their lives and ours. 

He is a Certified Executor
Advisor (CEA) who has
worked in the financial
planning industry in
Montreal for more than 35
years.
He is the best-selling author of The
Executor Help: How to
Settle an Estate. He also
hosts the podcast of the
same name.

For more information go to: David Edey.com

I am a CPA, CA and have been interested in estate organization for years.  Throughout my career in the small-cap corporate world, I always felt an element of "social purpose" was missing for me and have now found that pursuing the fundamental start for estate planning and organization - creating Wills.

I have been working in the financial services industry since 1991 and I am the founder of National Wealth Management. My broad and diverse background in the industry has allowed me to enjoy a rewarding career while working on financial planning situations of virtually any level of complexity.

I strongly believe that for financial planning strategies to be truly effective, a very strong relationship must exist between advisor and client, with a high level of trust on both sides. I believe that the advisor must understand the client’s goals on a deep level, share in ideas, and then through consultation with them, create solutions that will ultimately allow them to help reach their desired financial destination.

I was born and raised in Halifax where I still live with my wife Elena. I am the proud father of four wonderful children. I am passionate about the outdoors, spending much of my free time traveling, sailing, and hiking with my family throughout the world. I am passionate about the arts and building a bright future for my community.

I have made it a goal of National Wealth Management to donate a minimum of one percent of net profits to non-profit, charitable, and community organizations each year. 

Kevin P. Empey is an independent Certified Financial Planner ® with Investment Planning Counsel. He has been helping individuals, families, and business owners achieve their financial goals since 1999. Kevin undertakes a thorough and specialized approach to the development and implementation of comprehensive financial plans for his clients. 

Prior to joining Investment Planning Counsel, Kevin was a Professional Civil Engineer in Ottawa, Ontario. He has integrated the same precision, problem-solving, and analytical attributes into his financial planning practice. 

Kevin continues to commit himself to maintaining long-term client relationships to help each client reach their financial goals.  

I work with business owners, health care professionals, retirees, as well as established families seeking professional guidance transferring wealth to the next generation. I specialize in wealth strategies, business owner considerations, business owner retirement plans, retirement income strategies, and estate and legacy considerations.

I was born and raised in Williams Lake, BC. My mom and late father were self-employed and operated a mobile home and log hauling company. I have an entrepreneurial spirit and identify with business owners largely due to the values my parents instilled in me from an early age. I have two loyal Rhodesian Ridgebacks, Nala and SeaTac, and my hobbies include fitness, nutrition, hiking, biking, and hockey.

At Edward Jones, I am fortunate to be supported by our home office teams, including investment and technology professionals, who provide a depth of knowledge to help us ensure that we are providing you with the most current and comprehensive guidance. Our firm has received numerous awards for our client-focused service.