Find a CEA

Search Filters


Clear Search
1299 Results Found
I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly,… Read more »
Area serviced: Saskatoon, SK
3062442424
Area serviced: Edmonton, AB
780.289.4226
Area serviced: Etobicoke, ON; Toronto, ON
416-695-8600 Ext 4304
As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under… Read more »
Area serviced: Ottawa, ON
888.829.8362x203
Area serviced: Ottawa, ON; Gatineau, QC
613-247-3230
With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates &… Read more »
Area serviced: Markham, ON
6476387892
I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is… Read more »
Area serviced: Waterloo, ON
519-886-4445 x 224
David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate and personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities… Read more »
Area serviced: Nanaimo, BC; Calgary, AB; Vancouver, BC; Fernie, BC; Colwood, BC; Chemainus, BC; Coquitlam, BC; Abbotsford, BC; Chilliwack, BC; Courtenay, BC; Cranbrook, BC; Duncan, BC; Delta, BC; Maple Ridge, BC; North Cowichan, BC; North Vancouver, BC; New Westminster, BC; Parksville, BC; Port Alberni, BC; Richmond, BC; Saanich, BC; Surrey, BC; Victoria, BC; White Rock, BC; West Vancouver, BC; West Kelowna, BC
250-618-0386