Find a CEA

As and Estate and Trust Advisor with Royal Trust I service clients on Vancouver Island as well as Burnaby, New Westminster, Surrey/Delta, Tri-Cities, Langley and the Eastern Fraser Valley.  I bring over 14 years experience in Financial Services to my role as an Estate and Trust Advisor in BC. 

My depth of experience, coupled with my professionalism and dedication to client service serves me well in my current role.  I understand that the role of an executor is a difficult one and will take time to make sure my clients are aware of the complete range of estate and trust resources that are offered by RBC.  As an expert focused executor services, I help executors to identify where RBC can help to life the burden of an executorship, wether in a simple administrative capacity helping with specific tasks or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.  A graduate of UFV with a diploma in Business Administration, I have continued to deepen my knowledge and expertise with key industry designations such as the IFIC and BCO. 

I presently hold the following designations

Chartered Life Underwriter

Chartered Financial Consultant

Elder Planning Counselor.

Certified Executor Advisor.

I help clients make smart choices about money.

 I am honoured to introduce to you another way I can serve your family.  

I have recently completed the course offered by the Canadian Institute of Certified Estate Advisors and successfully completed the Certified Executor Advisor Examination.

As a licensed Funeral Director (Class 2) in Ontario with the CEA designation, I can be a great resource to my families and community.

Specifically I can:

• "Assist the Testator before the death occurs to organize important papers and ensure that primary and secondary beneficiaries are named on life insurances, segregated funds, registered and non-registered assets where applicable.
• Advise the Testator on the valuation, protection or liquidation of property and other physical assets.

After the death occurs I can:

• Advise and assist the Executor through the arduous and lengthy process of closing an estate, or
• Act on their behalf for portions of closing the estate if required." (CICEA website)

Brenda has worked in the financial industry for almost 34 years.  The Certified Executor Advisor compliments her Certified Financial Planner designation which holds her to the highest standards in the industry.  Her focus is on bringing her clients Peace of Mind as they navigate through the potential complications of dealing with estate issues.  She also has the personal experience of dealing with a complicated estate due to the death of a loved one and knows firsthand the issues those left behind face.  Her skills also extend to assist those wanting to organize their affairs in advance. 

Getting to know my clients and improving their financial, physical, mental well-being is one of my highest priorities. As a knowledgeable advisor, I work with my clients to create a personalized long term retirement and estate strategy. After implementation, we monitor it closely so that their lifestyle can be maintained while enjoying a comfortable retirement and having "peace of mind", knowing that their affairs are in order and complete. With over 25 years of experience navigating through my clients many life experiences, you can trust me to get you where you want to go.  

Hello, I am Real Estate Agent in the Fraser Valley & Lower Mainland and have lived here for the past 20+ years.  My career covers sales & marketing with a passion for excellent customer service.  Let my experience assist you in preparing to sell your property, from down sizing, estate planning, investing in recreation or rental property. The CEA designation further enhances my ability to help with Executors, who are suddenly in a position they may have very little knowledge of. 

Julia Greene - REALTOR® , CEA

I am a CPA, CA, CEA and Certified Financial Planner.  In the financial planning industry since 2001, I focus on comprehensive planning with my clients to allow them to fulfill their dreams.  Effective tax strategies are essential elements of proper estate planning.

Kam Grewal practices in the area of wills and trusts, estate planning and administration, corporate/commercial law and real estate transactions.  He obtained his law degree from the University of Alberta followed by this TEP designation, as a registered trust and estate practitioner, from the Society of Trust and Estate Practitioners.  Kam is able to leverage new technology to service his clients all over BC and neighbouring provinces.  

I work for Noventis Credit Union, with our Centralized Administration department.  I have been employed here for 17 years, the last five being in the Centralized Admin department.  We work with all registered products, and handle all paperwork and tax slips for our deceased members that held registered products. We work closely with our member facing staff in order to assist with all necessary documentation in regards to estates.

As Sagium's Chief Operating Officer, Chief People Officer, and Compliance Officer my passion is to ensure our clients gain clarity around their wealth legacy and ensure their thoughts, ideas, and plans for their wealth are fulfilled through proper planning. Helping our clients with advice as an executor is just another part of how we can assist.

I am a partner at a financial planning firm called Sagium

We have appox 40 people and i have my CFP and CLU and would like to expand my knowledge to Executor services 

We work with serious
investors focused on achieving consistently better performance. Each portfolio
is custom built to meet their specific needs. Our clients benefit from complete
transparency, direct ownership (not units), less risk, lower fees and tax
efficiency leaving them with predictable and sustainable results.

Our focus is on investors typically 50 plus looking for a conservative approach to investing and a need for planning (retirement, estate, etc.). 

As an example planning for retirement can be an exciting
and overwhelming process. Despite years of careful planning and allocation of
finances, one of the biggest concerns that current or soon-to-be retirees have
is that their money will somehow run out.  

Let us put your mind at ease. We have the solutions to meet your unique needs.