Find a CEA

Susan has been involved in the investment industry for over
15 years and has been a Branch Manager with DW Good Investment Co Ltd since
2011. 

Susan is also a certified life coach and public speaker.

Former Chairman of the Auction Marketing Institute, Barry Gordon is CEO of Gordon’s Downsizing and Estate Services. He has been a Transition Specialist for the past 20 years and a REALTOR® since 1978. He has been on several national and provincial boards in Canada and the USA. He is a founder of MaxSold, an event based online auction company that caters to the needs of seniors downsizing and estate trustees. In 1991, he co-wrote and taught “Certified Estate Specialist”, the first course in the area of estate transitions. Gordon’s Downsizing and Estate Services Ltd. Brokerage’s has an exclusive contract to teach the Certified Relocation & Transition Specialist (CRTS™) course in Canada.

As a principal at Avail LLP in
Lethbridge, Alberta, I have over 25 years’ experience in public practice,
focusing on Estate Planning as well as personal and estate income tax.  The Estate team at Avail assists clients in
developing an Estate Plan that preserves their wealth and protects their loved
ones.  Client service is our highest priority.

Steve started in the life insurance business in 1984, founded salmon arm financial Ltd. in 1998 where he helped corporate and individual clients with all of their financial, tax, & protection planning. Over the years he has continued to expand, learn, and develop more efficient and effective ways to help his clients understand the complex financial world we all live in today. In early 2017 he started his quest to find better solutions for his clients in this ever changing complex investment world, in 2018 Steve joined with a PM (Portfolio Manager) and together they created SWP (SAFE Wealth Planners Inc.) Along with financial planning and the private wealth business Steve has met with many people who were struggling to finalize an estate, he decided to gain his CAE designation so he could better help his clients when the need arises. Steve continues to work with other producers and professionals to help structure corporate and succession plans. Steve gets fired up when he can help clients create and simplify complex solutions into understandable plans.

From
proactive planning to immediate need situations, we offer experience,
guidance and the simplicity of a complete one-stop solution for Executor(s)/Trustee(s). Our services include Estate
settlement, Executor advisory, financial planning, taxes, valuations and real
estate needs all supported by our network of trusted professionals.

C-Suite executive with a thorough understanding of the financial service and funeral industry.  Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales, funeral planning, and marketing.  Active in industry associations and frequent public speaker.  Professional designations include CPA, CA, CMA, and CEA.

Karey Ireland is an award winning realtor who has 25 plus years of real estate selling experience in the Greater Vancouver area. Karey's career in the general re-sale market & new home sales arena has allowed her to achieve over 2,300 transactions in her career thus far. She is passionate about real estate & helping her clients navigate the Vancouver markets. Her career began in nursing & she prides herself on bringing a caring & compassionate sense to the business of selling real estate.  

Heidi Foshay Kimball holds a Bachelor of Arts (B.A.) from St. Mary’s University and graduated from Dalhousie Law School in 1989. She articled and practiced with Derrick J. Kimball in Wolfville and was appointed by Public Prosecution Service of Nova Scotia as Per Diem – Prosecutor in 1992. She was the solicitor for the Village of New Minas from 1990 to 2005 and has been counsel to the Wolfville Children’s Centre, Wolfville since 1990.Heidi is Member of the Nova Scotia Bar and the Canadian Bar Association, the Kings County Barristers’ Society, and is currently the Secretary/Treasurer for the Kings –County Barristers’ Society. In addition, she is the solicitor for the Red Door, was director of the Wolfville Children’s Centre from 1990 to 1992, and is a past member at large of the Nova Scotia Barristers’ Society Bar Council.Certified in Collaborative Family Law, Heidi is also a Family Law Information Program Facilitator. She was also Board of Director/Executive Member of the Wolfville Business Development Corporation (WBDC) from 1997 to 2002.
Politically active, Heidi is a member of the Kings-Hants Liberal Association and a recognized agent for Scott Brison, MP. She is currently an Executive member of Kings South Women’s Progressive Conservative Association.

Over Heidi’s extensive career, she has practiced before the Small Claims Court of Nova Scotia, Family Court, the Provincial Court of Nova Scotia, the Supreme Court of Nova Scotia, the Nova Scotia Court of Appeal, the Federal Court of Canada and the Supreme Court of Canada

I've been a financial advisor for the past 40 years. My focus is creating financial plans for my clients. My areas of specialty include retirement planning, investments and estate planning. My credentials include CFP, CLU, CHFC, RRC, CEA and MTS. 

I am the president and CEO of an early stage startup company designing and building systems to help people plan and share their legacies.

I'm a CPA and CFP with over 20 years experience in financial services.

I currently manage a client base of 450 families, acting in an advisory and consultancy role.