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Debra Horton, CEA
Freelance Estate Paralegal

Ardrossan, AB

I am a freelance Paralegal with over 26 years experience. I have a passion for guiding families and friends when a loved one has passed. My goal is to ease the burden and help executors navigate their way through the administration… Read more »

Area serviced: Ardrossan, AB

7809206962

Tania Hossain, CEA
Insurance and Investment Advisor

North York, ON

# Read more »

Area serviced: North York, ON

6474099495

Lisa Ann Houston, CEA
Partner & Financial Planner atThe Financial Innovators Group

Toronto, ON

Lisa A. Houston, CLU, CEA, EPC joined The Financial Innovators Group as an owner, partner and financial planner in 2020.Lisa has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor),… Read more »

Area serviced: Toronto, ON

416-825-4839

Wanda Howlett, CEA
CFP1

Conception Bay South, NL

# Read more »

Area serviced: Conception Bay South, NL

709-834-0215

Qingfeng Huang, CEA
Director

Richmond, BC

Area serviced: Richmond, BC

6047898266

www.365financial.ca

James Hughes, CEA
Certified Financial Planner

Peterborough, ON

Area serviced: Peterborough, ON

705-748-5101

Mary Lynn Huizinga, CEA
Estate Specialist

Edmonton, AB

Area serviced: Edmonton, AB

7802974106

Catherine Hurlburt, CEA
CFP CLU CHS RFP CFDS Senior Financial Planner & Advocis Member

Vancouver, BC

Area serviced: Vancouver, BC

6046783096

www.Hurlberton.ca

Lara Huska, CEA
Investment Advisor

Oakville, ON

Area serviced: Oakville, ON

416-857-3848

Robert Innes, CEA
Owner

London, ON

Area serviced: London, ON

519-679-2970x226

innescpa.ca

Dawn Ireton, CEA
Associate Financial Advisor

Newmarket, ON

Area serviced: Newmarket, ON

905-898-4228

LORI ISHII, CEA
Agent, EPC,CHS,CEA

Ottawa, ON

Area serviced: Ottawa, ON

613-830-8340

www.loriishii.com

Brian J. Kelly CFP, CEA
Financial Advisor

Kanata, ON

Area serviced: Kanata, ON; Ottawa, ON

613-836-3159

www.edwardjones.ca/brian-kelly

Lorne Jackson, CEA
President

Ottawa, ON

Area serviced: Ottawa, ON

6132264054

www.cncf.ca

Janet Jackson, CEA
Financial Concierge

Etobicoke, ON

JANET JACKSON BA, CEA, CFP
Financial Concierge™ - Professional Executor, POA Services
At a Financial Concierge™, we accept appointment of executor and attorney roles. In addition, we will assist and coach executors as Agent of the Executor.
We… Read more »

Area serviced: Etobicoke, ON; Toronto, ON; Oakville, ON; Brampton, ON; Burlington, ON

437-227-6948

financial-concierge.ca

Area serviced: North York, ON

I help individuals, families and business owners with holistic financial planning. I teach various ways to build their investment portfolios, protect their life and assets so that they can be closer to achieving their financial goals.

Area serviced: Toronto, ON

Lisa A. Houston, CLU, CEA, EPC joined The Financial Innovators Group as an owner, partner and financial planner in 2020.

Lisa has earned the CLU (Chartered Life Underwriter), LLQP (Life License Qualification Program), CEA (Certified Executive Advisor), EPC™ (Elder Planning Counselor) designations, and is a member of Advocis. She has also completed the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook (CPH®) course from the Canadian Securities Institute.

Lisa works with her clients to
provide tailored investment & insurance estate planning strategies for high
net worth families. Her team continues to work closely with their clients to
understand their specific individual & business needs and financial goals. As part of their
value proposition and your client journey, they analyze the net after
tax impact of various investment decisions, with the objective of achieving
tax-efficiency for their clients.
Lisa has over 25 years experience, as a veteran insurance professional at the Financial Innovators Group, she specializes in using the tax-exempt status of life insurance to build and
protect their clients' wealth and legacy planning.

Area serviced: Conception Bay South, NL

I help my clients plan for today and also for the future

Area serviced: Richmond, BC

Area serviced: Peterborough, ON

Area serviced: Edmonton, AB

Area serviced: Vancouver, BC

I am a comprehensive Financial Planner and a Divorce Specialist as well as a CLU (estate Planner). I provide advice for a fee. In additional I hold a license with the MFDA and the Insurance Council and sell products when I am engaged to do so and when they are appropriate. When i work with long term clients I manage assets and ensure they are properly insured based on their goals. When our clients die we help guide their executors in settling our client's estate.

Area serviced: Oakville, ON

Area serviced: London, ON

Innes Associates Chartered Preofessional Accountants is a CPA firm established by Rob in 1984. Rob Innes is also an IIROC securities licensed advisor through Industrial Alliance Securities. Rob is a graduate of Ivey Business and Western Law, and is a CFP, CIM, EA (Enrolled Agent, enrolled to practice before the IRS).Rob has completed the CICA in-depth Tax Course, is a founding member of the London Tax Study Group for Lawyers and CA's and is on the board of the Entrepreneurial CPAs of London.

Area serviced: Newmarket, ON

Area serviced: Ottawa, ON

Property & Casualty, Living Benefits including Life and Health, your Agent serving the Ottawa, ONT area since 1992. Formerly a State Farm agent, we are now Desjardins Insurance (2015). My team and I enjoy fulfilling my vision to share our expertise and continue to help customers make informed choices to overcome the unexpected daily risks in their lives and better plan the future with some long term strategies. Free advice on every policy!

Area serviced: Kanata, ON; Ottawa, ON

Area serviced: Ottawa, ON

Area serviced: Etobicoke, ON; Toronto, ON; Oakville, ON; Brampton, ON; Burlington, ON

JANET JACKSON BA, CEA, CFP

Financial Concierge™ - Professional Executor, POA Services

At a Financial Concierge™, we accept appointment of executor and attorney roles. In addition, we will assist and coach executors as Agent of the Executor.

We also provide support to seniors, vulnerable individuals and busy professionals with day to day management of their financial affairs. Services include document organization, bill payment with statement reconciliation, liaising with their advisors and trusted contact.

A respected leader with over 12 years of senior leadership experience and over 20 years financial services experience, my mission is to provide this professional, heart centered service to seniors and their families so they can have peace of mind about their financial matters.