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Van Hansen, BCom, CEA
Real Estate Broker

Burlington, ON

Van Hansen is a leading real estate broker with Right At Home Realty, Brokerage serving Halton, Hamilton & GTA. Say hello... move forward with more™

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Area serviced: Burlington, ON; Hamilton, ON; Oakville, ON; Milton, ON

905-339-7111

https://hansenhouse.ca

Diana Happ, CEA
ESTATE AND TRUST REPRESENTATIVE

MEADOW LAKE, SK

Area serviced: MEADOW LAKE, SK

3062406548

Adrian Harasymiw, FCSI, CFP, CIM, CEA
Money Manager & Wealth Counsel

Edmonton, AB

Area serviced: Edmonton, AB; Calgary, AB; Beaumont, AB; Spruce Grove, AB; Sherwood Park, AB; Cochrane, AB; Leduc, AB; Stony Plain, AB

7808516744

www.pinnaclesovereign.com

Tiffany Harding, CEA
Wealth Planner

Hamilton, ON

Area serviced: Hamilton, ON

6479990154

www.tiffanyharding.com

Brady Harland, CEA
Advisor

Yorkton, SK

I am a Consultant with IG Wealth Management based in Yorkton, Saskatchewan, providing comprehensive financial planning with a strong focus on retirement and estate planning. I work closely with individuals, families, and executors to help navigate life… Read more »

Area serviced: Yorkton, SK

3063160390

Don Harris, CEA
Financial Advisor

LaSalle, ON

I have been a Financial Advisor with Edward Jones for 26 years.
I built a business from zero into a thriving business providing peace of mind for successful people and families, helping many at this point achieive their goals and dreams.
I took the… Read more »

Area serviced: LaSalle, ON

519-969-3825

Brian Harris B.A., CFP, CLU, CH.F.C., CEA, CEA
President & Financial Planner

Waterloo, ON

Area serviced: Waterloo, ON; Most of Ontario, ON

519-747-7447 or 1-800-353-8058

www.hifsi.ca

Anne Marie Hartman, CEA
Office Manager

Burlington, ON

Area serviced: Burlington, ON

9056324950

www.metherellfinancial.com

Philip Hauser, CEA
CFP

London, ON

I am a Self-employed Financial advisor since 1990. Mutual Funds and other investments through Sterling Mutuals Inc. Individual tax preparation experience since 1992. Life / Accident and Sickness Insurance licensed Level 2 since 1990.
I have Experience… Read more »

Area serviced: London, ON; Mildmay, ON; Hanover, ON; Walkerton, ON

519-673-0920

www.philhauser.ca

Jennifer Hausman, CEA
Tax & Estate Planning

Kanata, ON

Area serviced: Kanata, ON; Gloucester, ON; Ottawa-Carleton, ON; Fredericton, NB; Orleans, ON

613-864-0944

Patrick Haveman, CEA
Insurance Advisor

London, ON

Area serviced: London, ON

519-476-4836

www.wisefinancial.ca

Mayo Hawco, CEA
CEO

Belleville, ON

Area serviced: Belleville, ON

416-848-2100

Robert Hawrysz, CEA
Administrator

Toronto, ON

Area serviced: Toronto, ON

416-681-7370

William Glenn Hayter, CEA
President

Clinton, ON

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Area serviced: Clinton, ON

519-482-5840 Ext 1

Tracy Heath, CEA
Author, Speaker & Consultant

Woodstock, ON

Area serviced: Woodstock, ON; London, ON; Ingersoll, ON; Brantford, ON; Kitchener, ON; Dundas, ON; Oakville, ON; Vancouver, BC; Calgary, AB; St. Catharines, ON; St. Thomas, ON; Halifax, NS; Tillsonburg, ON; Strathroy, ON

519-532-8133

https://www.tracymheath.com/

Area serviced: MEADOW LAKE, SK

Area serviced: Edmonton, AB; Calgary, AB; Beaumont, AB; Spruce Grove, AB; Sherwood Park, AB; Cochrane, AB; Leduc, AB; Stony Plain, AB

Situated as my clients' Chief Wealth Officer, I focus on creating independence and building legacy for individuals and families. As a financial planner, insurance advisor and investment advisor, I am able to blend different areas of expertise to serve my clients through four segments - Wealth Maximization, Risk Mitigation (insurance), Investment Management, and Estate Counsel. Alongside the CEA designation, I have also achieved and maintained my Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of CSI (FCSI) credentials. I strive to differentiate myself by working with "non UHNW" clients, and instead engaging with mass affluent individuals and families, as I consider this segment's wealth interests to be severely underrepresented.

Area serviced: Hamilton, ON

For more than 23 years, I’ve seen the positive impact of wealth planning and the drawbacks of not having a plan in place. This is why I’m driven to help individuals and families engage in planning conversations and attain wealth wellness—the clarity that comes from financial awareness and the confidence to manage life’s planned and unplanned events.

My vision is that advice is accessible to all, and people will be proactively involved in their wealth planning journey and continuously take action. I believe we achieve this by encouraging people to take ownership of their financial well-being, providing opportunities for continuous learning, and by complementing multi-disciplinary advisors with digital tools. My mission is to inspire people to connect wealth goals with their vision and values, and achieve wealth wellness through knowledge, planning and taking action.

Area serviced: Yorkton, SK

I am a Consultant with IG Wealth Management based in Yorkton, Saskatchewan, providing comprehensive financial planning with a strong focus on retirement and estate planning. I work closely with individuals, families, and executors to help navigate life transitions with clarity, structure, and confidence.

My services include executor and estate administration guidance, estate and succession planning support, retirement income planning, beneficiary support, and coordination with legal and tax professionals.

Credentials: Consultant, IG Wealth Management; Licensed Registered Retirement Consultant

What sets my practice apart is a proactive, education‑focused approach to estate planning. I work with clients in advance to prepare executors, organize key information, and set clear expectations, while also supporting families through the estate settlement process to reduce complexity, stress, and uncertainty.

Area serviced: LaSalle, ON

I have been a Financial Advisor with Edward Jones for 26 years.

I built a business from zero into a thriving business providing peace of mind for successful people and families, helping many at this point achieive their goals and dreams.

I took the Canadian Securities Course many years ago as well as the PFP course which is now WME.

Area serviced: Waterloo, ON; Most of Ontario, ON

Brian has been in the life insurance and financial services industry for over 55 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 Mathematics, a Certified Financial Planner, a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Executor Advisor. He may be contacted at:

Brian A. Harris, B.A., CFP, CLU, CH.F.C., CEA

Harvest Insurance & Financial Services Inc.

446 Eastbridge Boulevard. Waterloo, ON, N2K 3Y3

Tel: 519-747-7447 or 1-800-353-8058

Fax: 519-747-7447 Email: hifsi@golden.net

Website: www.hifsi.ca

Area serviced: Burlington, ON

Area serviced: London, ON; Mildmay, ON; Hanover, ON; Walkerton, ON

I have Experience in over 100 estate settlements ranging from death claims on policies to terminal tax returns to will and trust consultations. Further I have also been an executor myself for multiple estates.

I have established contacts with legal professionals, mortgage brokers and am looking to build additional quality referal sources for my clients.

Area serviced: Kanata, ON; Gloucester, ON; Ottawa-Carleton, ON; Fredericton, NB; Orleans, ON

Area serviced: London, ON

Our business is an insurance brokerage and we specialize in providing living benefit coverage in addition to life insurance to our clients. We also help business owners tailor group insurance or employee benefit programs to their unique needs as well as keeping in mind cost containment strategies. We also help people assist with their changing insurance needs throughout their lifetime.

Area serviced: Belleville, ON

Area serviced: Toronto, ON

Area serviced: Clinton, ON

I have an accounting and tax preparation business where we prepare personal, corporate and trust returns. As well, I have a financial service business where we act as a mutual fund and life insurance agent.

With over 30 years of experience in the investment industry, specializing in estate planning and generational wealth transfer, Tracy Heath, a multiple award-winning professional in her field, has become a beacon of wisdom for those facing the emotional, physical, and financial challenges that accompany a loved one’s serious illness. Her expertise transcends mere numbers, drawing from a profound well of personal experiences that have shaped her compassionate approach.

A respected speaker and educator, Tracy has dedicated her career to empowering financial advisors and their clients with the knowledge and tools to plan ahead, ensuring a legacy of love and security for future generations. Her qualifications extend far beyond the realm of finance, encompassing diplomas in acupuncture and orthomolecular nutrition, as well as certifications in coaching, positive psychology, meditation and mindfulness. Tracy’s journey has been marked by profound loss, having lost her parents to cancer in her twenties, three siblings-in-law to ALS, and her brother to cancer at the tender age of 47. These experiences have forged her into a resilient and empathetic guide, uniquely equipped to navigate the turbulent waters of serious illness with grace and wisdom. With a deep understanding of the intricate interplay between emotional, physical, and financial well-being, she offers a holistic approach to supporting individuals, families, and professionals alike. Whether you’re a financial advisor, medical professional, or someone navigating the uncharted territory of a loved one’s illness, Tracy can help guide you with the tools you need, including her book Before Goodbye: Your Emotional, Physical, and Financial Guide when a Loved One is Diagnosed with a Serious Illness.