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West Kelowna, BC

With decades of high-level executive experience spanning multi-property hospitality ownership, large-scale corporate operations, and sports management, I bring a rare blend of strategic oversight, operational discipline, and deep empathy to the estate… Read more »

Area serviced: West Kelowna, BC

2508632823

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

Breanne Hawes, Candidate
Estate & Registered plan specialist III

Winnipeg, MB

Area serviced: Winnipeg, MB

2049586303

Robert Hawrysz, CEA
Administrator

Toronto, ON

Area serviced: Toronto, ON

416-681-7370

William Glenn Hayter, CEA
President

Clinton, ON

# Read more »

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/

Suzanne Hecht, Candidate
Insurance Business Development Specialist

Toronto, ON

Area serviced: Toronto, ON

647-282-2864

Karin Heckbert-Krech, Candidate
Assistant Location Manager and Funeral Director

North York, ON

Area serviced: North York, ON

4162236050

SHASHANK HEDAO, CEA
Financial Planner

Langley, BC

Area serviced: Langley, BC

6047292170

www.truevaluefinancial.ca

Jonathan Heeringa, Candidate
Owner

Hamilton, ON

I am currently working with executors to maximize estates through disposing of personal items and real estate renovations. I have been working in financing, commercial credit and construction projects for 30+ years. Finance degree, mortgage broker licensed,… Read more »

Area serviced: Hamilton, ON

4168368015

Anahita Heidari, CEA
Estate Administrator

Toronto, ON

Area serviced: Toronto, ON

4168876721

Rheanna Height, CEA
Certified Executor Advisor

Edmonton, AB

Rheanna Height is a Certified Executor Advisor with FP Advisors Inc., helping executors and families navigate the practical realities of estate administration.
After experiencing the process firsthand when her father passed away, Rheanna understands… Read more »

Area serviced: Edmonton, AB; Ardrossan, AB; Beaumont, AB; Camrose, AB; Ft. Saskatchewan, AB; Leduc, AB; Morinville, AB; Sherwood Park, AB; Spruce Grove, AB; St. Albert, AB; Stony Plain, AB; Strathcona County, AB; Sturgeon County, AB

780 267 3322

www.fpadvisors.ca

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: Winnipeg, MB

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.

Area serviced: Toronto, ON

Area serviced: North York, ON

Area serviced: Langley, BC

"Certified Financial Planner (CFP) with a passion and reputation for helping everyday people improve their lives by making small, yet meaningful financial improvements. I believe that everyone deserves a sound and practical financial advice. Our effectiveness is due to our excellence in building personal relationships, which can be attributed to our interest in learning about your purpose, your values and your goals. We take no shortcuts when it comes to tax, retirement and estate planning. After due analysis of your situation, we provide advise and products. Some of the products we sell are mutual fund investments, RRSP, TFSA, RESP, annuities, life, disability and critical illness insurance, business and group insurance"

Area serviced: Hamilton, ON

Area serviced: Toronto, ON

Rheanna Height is a Certified Executor Advisor with FP Advisors Inc., helping executors and families navigate the practical realities of estate administration.

After experiencing the process firsthand when her father passed away, Rheanna understands how overwhelming it can be to manage an estate while grieving. Today, she helps executors understand what needs to happen, when it needs to happen, who needs to be involved, and how to stay organized throughout the process.

Rheanna provides executor consultations, estate organization, administration roadmaps, and ongoing guidance, while working alongside the legal, tax, financial, and other professionals involved in an estate.

She also helps individuals organize their estate information in advance, making their eventual executor's job easier.

Her approach is simple: bring clarity, organization, and support to a process that can otherwise feel overwhelming.