Find a CEA

Search Filters


Clear Search
1550 Results Found
I am a Financial Advisor with my QAFP® designation, focused on helping farms, business owners, and individuals plan for and transition into retirement. I specialize in retirement, succession, and estate planning, with a passion for helping families… Read more »
Area serviced: Melfort, SK
3067522812
Area serviced: Ottawa, ON
613-858-2328
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… Read more »
Area serviced: Mission, BC
604-679-0718
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.

Read more »
Area serviced: Fergus, ON
5197663971

 I am honoured to introduce to you another way I can serve your family.  
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,… Read more »
Area serviced: Mount Albert, ON; Ajax, ON; East Gwillimbury, ON; Newmarket, ON; Uxbridge, ON; Stouffville, ON; Kawartha Lakes (Region), ON; Markham, ON
306-630-6264
45 years providing life insurance solutions for family and business.  Helping clients achieve retirement goals and providing estate planning assistance.

Read more »
Area serviced: Beaverton, ON
705-426-7359
Brenda has worked in the financial industry for 38 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… Read more »
Area serviced: Bedford, NS
902-497-9622
Regional Manager, TD Wealth Financial Planning.  Manage team of Financial Planning Professionals in Mississauga, Ontario who work closely with their clients to create custom Financial Plans.
Read more »
Area serviced: Niagara-on-the-Lake, ON
6473887526
Green and Company’s Professional Accountants offer a comprehensive range of services to help you manage your finances with ease. In addition to Accounting, Bookkeeping, and Income Tax, we provide Executor Advisory Services and Estate and Trust Planning.… Read more »
Area serviced: Cambridge, ON
5196217822
Meet Taylor GreeneReal estate has always been part of my life.
I grew up in a family of Realtors, so conversations about homes, negotiations, and helping people move through life's biggest milestones were part of everyday life. Long before I became… Read more »
Area serviced: Toronto, ON; Pickering, ON; Ajax, ON; Whitby, ON; Oshawa, ON; Scarborough, ON; Bowmanville, ON; Bracebridge, ON; Barrie, ON; Brampton, ON; Courtice, ON; Huntsville, ON; Kawartha Lakes (Region), ON; Markham, ON; Durham, ON; Metro Toronto, ON; Peterborough, ON; Keswick, ON; Mississauga, ON; Cobourg, ON
6472815411
Self employed fee-only financial advisor for over 30 years.  I have held the CFP and R.F.P. designations for 27 and 28 years respectively 
I am a former owner of a fee-only financial advisory firm and we prepared approx 400 personal T1 tax… Read more »
Area serviced: North Vancouver, BC; West Vancouver, BC; Vancouver, BC
7788332263
I am a financial advisor with Investia Financial Services Inc. I also provide personal insurance solutions. I have achieved my EPC designation.  My goal is to educate investors so they are aware of the choices they have made.  It is important for me… Read more »
Area serviced: Fort St John, BC
2502639809