Find a CEA

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.

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.

Tim Lau demonstrates "To do or not to do"  by comparing  with specific unique calculations. Therefore the public can analyze and implement some of the solutions by themselves instead of necessarily to "buy" products. Tim also host Live YouTube and physical lectures for clients and professionals upon corporate tax strategies and estate planning which some of his episodes are free of charge for giving back to community.

we have an average size practice with 4 advisors and 2 full time assistants

geographically we cover a territory from elliot lake to 

thunder bay 

we have a wide range of clients , but are looking to be the added resource clients are looking for .

we offer variety of lending products ,  mortgages , life insurance as well financial planning our office works on a team basis so that we all discuss needs of the clients and how we can help them at the time or staging an improved platform for the client

thanks

david lillie

My name is Christine, my educational background is as an Insurance Advisor I then changed careers to become a Thanadoula - End of Life Care Midwife, which I went to school for as well as through the Funeral Director course.  I am currently the Manager of Seniors Program for Indigenous Seniors at the Native Canadian Centre in Toronto.  We help seniors stay at home as long as possible in order for them to maintain their independence.  Our program provides a range of services including Personal Support Workers.  More and More over the years I have been asked to assist or execute peoples wills.  I have decided to get a professional designation as another tool to assist our seniors with as most of them are on a very fixed income.

As a Wealth Advisor with TD Private Wealth Management I am instrumental in identifying the needs of High Net Worth families and business owners. I work within a team of highly educated experts with a background in banking, investments, estate, tax, and financial planning to deliver customized wealth management and preservation solutions in a way that makes client goals achievable.

I am a Real Estate Broker and I own the Burlington Branch of Davenport Realty.  We have been selected as the Realtors of Choice for Hearthstone by the Lake, a retirement community in Burlington, I have just published my first book 'Selling your Inherited Home'.

My agents and I love working with Buyers and Sellers in our community, guiding them through the Real Estate process.