Find a CEA

Search Filters


Clear Search
1299 Results Found
An accomplished wealth professional with 23 years of experience building long-term relationships and helping individuals, families and business owners engage in purposeful intergenerational wealth planning.

Read more »
Area serviced: North York, ON
6479990154
Brian has been in the life insurance and financial services industry for over 50 years. He specializes in estate, financial, tax and succession planning for businesses and individuals. He is a graduate of the University of Toronto with a degree in Actuarial… Read more »
Area serviced: Waterloo, ON; Most of Ontario, ON
519-747-7447 or 1-800-353-8058
We work with Accomplished Entrepenuer's & their families.  Our value proposition is Integrated Wealth Planning.  We figure out what they need or can't spend & the rest goes to kids, grandkids, taxes or charity.   We provide clarity as they understand… Read more »
Area serviced: Mississauga, ON
905-821-8224
Area serviced: Woodstock, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Norwich, ON; Oxford, ON; St. Catharines, ON; St. Thomas, ON; Stratford, ON; Tillsonburg, ON; Strathroy, ON
519-532-6538
CFP, R.F.P.,CEA
  Certified / Registered Financial Planner

Read more »
Area serviced: Sudbury, ON
705-523-2795
We are providing financial guidance and advice for all stages of your life providing financial planning, RRSPs, TFSAs, RESPs, mutual and segregated funds, retirement and estate planning.  I am a Certified Financial Planner, Chartered Life Underwriter… Read more »
Area serviced: Goderich, ON
5195245591
We offer total wealth management services including; cash flow planning; retirement planning; estate planning; tax planning; risk management planning; investment management.
We have a team of tax accountants; corporate and personal service lawyers;… Read more »
Area serviced: Calgary, AB
(403) 252-5148

I am a Wealth Advisor with over 35 years of banking experience and am privileged to work with an exceptional team of Wealth Professional..  We take great pride in having a robust team, comprised of a Portfolio Manager, an Investment Advisor, Private… Read more »
Area serviced: Markham, ON
905-707-5003