Find a CEA

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a… Read more »

Area serviced: Thunder Bay, ON

8076834588

Shane Nixon, CEA
Portfolio Manager

Bolton, ON Contact

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation. At Caledon Hills Private Wealth, we pride ourselves on our client service… Read more »

Area serviced: Bolton, ON

9059518736

Todd Noble CAFA, CEA
President

St. Thomas, ON Contact

Our business, in conjunction with our partners, offers:
-Estate Planning
- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals
-Tax Efficient Retirement Planning
-In depth Financial Planning
-Insurance (Life, Disability,… Read more »

Area serviced: St. Thomas, ON; London, ON; Delhi, ON; Windsor, ON; Brantford, ON; Guelph, ON; Sarnia, ON; Mississauga, ON; Chatham-Kent, ON; Kitchener, ON; Leamington, ON; Komoka, ON; Fergus, ON; Collingwood, ON; Elgin, ON; Grand Bend, ON; Ingersoll, ON; Kincardine, ON; Niagara-on-the-Lake, ON; Muskoka (Region), ON; Port Dover, ON; Richmond Hill, ON; Stratford, ON; Union, ON; Vaughan, ON; Simcoe, ON; Strathroy, ON; Clinton, ON; Iona Station, ON; Most of Ontario, ON; Mount Brydges, ON; Port Bruce, ON; Port Burwell, ON; Port Colborne, ON; Port Elgin, ON; Ridgetown, ON; Sauble Beach, ON; St. Marys, ON; Tillsonburg, ON; Wasaga Beach, ON; Woodstock, ON

519-631-4551

Fred Noonan, CEA
Representative

Perth, ON Perth, ON Contact

Area serviced: Perth, ON

613-264-8267

Area serviced: Victoria, BC

As a financial advisor in the retirement capital of Canada, Adam is expressly aware of the ageing demographics in our country and the generational transfer of wealth that is currently under way. Whether through business succession planning, or through trusts and estate planning, clients plans are under constant review to ensure they are structured in the most efficient way possible.

Adam's clients are almost exclusively busy professionals who are used to a high degree of accuracy and accountability; attributes which govern his approach to financial planning.

The entire firm at TPC Financial Group is dedicated to making the most of your current resources, and positioning yourself in a way to see those resources grow, regardles of what stage of life you are in.

Area serviced: Vancouver, BC

Area serviced: Headingley, MB

Area serviced: Toronto, ON

Serving as Life and Living Benefits Director with iA Financial Group for over 7 years, I have gained extensive work experience in all
aspects of insurance planning. My most recent role at iA Financial Group is Director of Sales for the Life Insurance division. The Life Director oversees the activities
of all divisions – Life, Living Benefits and Investments – for the accounts/MGAs that fall under my mandate. This position allows me to
take a more holistic approach to coaching and supporting my advisors and MGA partners. I meet with my top advisors on a monthly
basis to set personal goals with them. We discuss successes and failures that they have experienced and we work together to create
an action plan to persevere and move forward with an upward trajectory. My experience has shown me that I work best in results- driven environments and that I hold exceptional project management and organizational skills. I can work with my organization and
partners to manage timelines and regional budgets.
I have completed my CLU, CHS and CFP designations that have been a cornerstone to my credibility and expertise when working with
advisors. I often draw on my knowledge from these courses to help support my advisors in achieving their goals.

Area serviced: Kitchener, ON

Estate Risk Protection Plan Inc. is the provider of Executor Error and Omissions Insurance for professionals and more importantly, for your clients under the brand ERAssure. Every executor needs the support of a CEA and the professional network to facilitate a smooth estate administration and they should be protected against the risk of personal liability and financial loss with ERAssure insurance now available through Advocis Broker Services.

Area serviced: Morden, MB

Employed with Access Credit Union for 13+ years. We provide financial services to more than 200,000 members. With being the largest Credit Union in Manitoba the CEA program will assist in providing excellent extended service to our membership. My additional credentials include Accredited Financial Service Rep, Accredited Consumer Residential Mortgage Lender and Fellow of the Credit Union Institute (FUIC).

Area serviced: Toronto, ON

My grandfather had a piggy bank in his office with the inscription "Who can never save a penny, shall never have many". As children, my brother and I often played with this piggy bank, and it acted as a very subtle, yet impactful, guide to my relationship with money.

I'm a firm believer in planning for the future and preparing for the unexpected. The biggest difference I make with the clients I serve is to listen. I am not delivering cookie-cutter financial strategies, so listening carefully and wholeheartedly allows me to really understand their stories, backgrounds and goals. Once I understand a client's goals, I create a strategy and customized process for the way we will work together. Then, if unexpected roadblocks arise, we're prepared with a solid, comprehensive strategy to guide us through.

I bring the same discipline and structure into my personal life by creating quarterly plans for my business, my family and my health. I'm a firm believer that what gets measured, gets done. My current plan includes a list of books to read, getting back into running - I was once an avid runner. I also make sure to schedule special one-on-one days with both of my children. Since I live and work in the Beach, our one-to-one days are usually spent outside strolling on the boardwalk, playing in the sand or enjoying the playground at Kew Gardens.

From early on, I was interested in both numbers and people. I have a degree in Economics from the University of Western Ontario and an MBA from the Schulich School of Business. Serving as a financial advisor allows me to work with both numbers and people and gives me the opportunity to make a real difference.

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC; Chilliwack, BC; Surrey, BC

Inside Sales Representative for an Asset Management Company Specializing in Mutual Funds, Hedge Funds and ETFs.

Area serviced: New Westminster, BC

Area serviced: Guelph, ON

Area serviced: Thunder Bay, ON

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

Area serviced: Bolton, ON

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation. At Caledon Hills Private Wealth, we pride ourselves on our client service record and genuinely helping clients achieve their financial goals.

Our business, in conjunction with our partners, offers:

-Estate Planning

- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals

-Tax Efficient Retirement Planning

-In depth Financial Planning

-Insurance (Life, Disability, Critical Illness, and Group Benefits)

Area serviced: Perth, ON