Find a CEA

Mike has over 24 years of experience helping small businesses and families achieve their Investment goals. We have a DEFENSIVE focus. We are also conerned about making sure you are TAX effective in every stage of your planning. Succession and Legacy planning is very important to my cleints.

For a free evaluation contact Mike at 905-571-4222 and/or visit our website at www.equityassociatesoshawa.com

Over 30 years ago, a passion to empower others through improving their financial health led me to pursue a career in financial services. Today, at Interior Savings my focus is to guide and support those navigating the many challenges of managing estates.

Co-operators Financial Advisor specializing in working with families 

With almost 15 years of experience in the Financial Services industry.  Cindy's role as a Vice President, Business Development at Selectpath Financial, allows her the opportunity to work directly with Financial Advisors, Insurance Brokers, and Group Benefits Advisors, providing Estate Planning and Risk Management advice for their clients.   She holds her CLU, and EPC designations.

With 33 years in the financial planning industry I operate a business in downtown Campbellford, ON.  I specialize in retirement income planning, estate planning and prepare full financial plans.  We offer GIC's and tax preparation as well.

Rachel Memory - Inside Sales Western Canada 
(Life/Living Benefits and Wealth) 

CHS, CEA, AIAA, ACS - (LLQP)

Angela Mercier  is owner of Mediation and Financial Services, which is a unique business that
combines
mediation training and financial expertise with helping couples,
families, and business partners’ work through difficult conversations leading
to a settlement agreed to by all parties.  Mediation is designed to defuse conflict and
promote communication with all parties.

.Angela
has over 20 years of business experience which include automotive, financial
and alternative dispute resolution (ADR).  Angela faced the challenges of restructuring
her entire life after experiencing a particularly challenging divorce.  By shifting her professional focus from the
automotive industry to the financial industry, Angela’s goal was to understand
how the experience of divorce could be made less emotionally frustrating,
stressful, and financially problematic. She has been an advocate for a new
approach ever since. Angela realized that communication and co-operation
between a handful of key people during the separation process greatly improved
the experience for all involved and created better outcomes.

  In the last 10 years Angela has had extensive
training and experience dealing with both family and business conflicts and/or
disputes.  In 2016 she became a Qualified
Mediator with ADR Atlantic Institute and a member with Family Mediation Canada.  In 2019 Angela began her training as a
Certified Conflict Management specialist and was completed in early 2020 as well
completed her CEA (Certified Executor Advisor) designation in February 2020. Angela plans
to finish her CLU (Chartered Life Underwriter) in 2020. 

Angela believes that conflicts and/or disputes is an
industry that is not going away in fact her practice has shifted in recent years
from 100 % of her mediation files dealing with divorce to now 30% dealing with
Business disputes and 30% dealing with family disputes over wills and estates
with the balance of  40 %  dealing with parenting plan issues and
divorce mediation.

Angela is passionate
about helping clients keep their dispute out of the court where there is one
winner and one loser.  In an ADR process
such as mediation and conflict management it promotes a win- win outcome.

Taking the time to listen and learn about
your personal goals and dreams is the approach I take to financial
planning before any solutions are recommended.  I strive to build long
term, tax efficient financial strategies that are unique to your
economic life, always putting your best interests first.

I recognize that everyone’s situation is
different and your financial plan must reflect that. Together we will
build a plan that will help you reach your financial destination on
time, while managing unforeseen risk along the way, ensuring you
permanent financial security.

A Certified Financial Planner with an
accounting background, I have over nineteen years in the financial
services industry.  I have served on the local chapter of the Financial
Advisor’s Society of Canada (Advocis), helping other advisors adhere to a
high standard of professionalism by providing advanced education
opportunities and regular updates.  I spend my spare time volunteering
in the community or golfing, hiking, and spending time with our family
horses.

Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance,  Estate Planning, Large Case Consulting and Advisor training and development. 2022 marks her 40th year in the life insurance industry!

She is currently National Sales Manager for Faith Life Financial in Waterloo.

Designations CLU, RHU, CEA

As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.  

I service High Net Worth clients and business owners, managing their holistic financial plan.  

I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs. 

I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.