Find a CEA

Catherine serves families and individuals through several Funeral Homes which are owned by one of the largest family owned Canadian firms. While Catherine brings a wealth of knowledge and experience to every interaction, she is always seeking ways to offer more. In her search for greater knowledge, she has earned the designation of Licensed Funeral Pre-Planner and Certified Executor Advisor. Additionally, Catherine holds the designation of Commissioner for Taking Affidavits.

CFP, R.F.P.,CEA

  Certified / Registered Financial Planner

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 and Certified Executor Advisor.  My mission is to help you make smart decisions with your money.

Dana is a Certified Financial Planner® with 26 years of financial industry experience.  She partners with her clients in all aspects of Wealth Management.  

The CEA designation allows Dana to provide clients advice based on her broad practical knowledge in all of the 17 disciplines required to advice the executor /executrix.  She wants to help her clients as  estate planning becomes a goal in each of their journeys

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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; estate planning lawyers; tax specialists; certified financial planners; investment councillors that help us in the management of our clients wealth.  

Our team has over 30 years experience in managing clients wealth.

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 Trust Officers, and Business Succession Planners offering a broad range exceptional service to our clients. Our comprehensive capabilities include tax planning, cash management, long term investing, and estate planning.

I have demonstrated a commitment to professional development and hold the following designations:  Investment Funds Institute of Canada (IFIC), Canadian Securities Course (CSC), and Professional Financial Planning (PFP). I also completed the Investment Management Techniques (IMT) course, and have earned a Certificate of Retirement Strategy. My proficiency in English, Cantonese, along with limited Mandarin allows me to help a diverse group of clients.

I am the Past President of the Markham, Richmond Hill and Vaughan Chinese Business Association. The Association aims to stimulate and create an active Canadian Chinese Participation within the business community.  

In 2014, I was honoured to be invited by the Prime Minister of Canada to attend the China Trade Mission.

I take pride in having participated in numerous community fundraising events for the following charities: Markham Stouffville Hospital, Mackenzie Health Hospital, United Way, Heart & Stroke Foundation – Sing for Your Heart annual gala, and Award from York Regional Police "Deed Speak" in 2019.

Wealth Advisor - TD Private Wealth Management

Brenda is the President and CEO of Horan & Associates Brokers Inc., a reg. investment advisory and general insurance firm.  Brenda personally advises clients on their investment management, financial planning, Life insurance needs group investments and benefits.  Brenda currently holds her CEA, along with her Chartered Life Underwriter designation, Certified Health  Specialist designation and is also a  Registered Insurance Broker. 

I am retired from the Federal Government, 18 years with Canada Revenue Agency and 23 years with Old Age and Canada Pensions. I prepared individual income tax returns for 10 years for Credit Union members and clients. The past two years I have worked on my own from my home in Eastern Passage as a registered e-filer preparing individual tax returns and assisting clients with OAS and CPP benefits.