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 legacy to your loved ones or a cherished cause, I can work with you every step of the way.

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.

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.

Victory Advantage Wealth & Asset Management Inc. is a dedicated financial services firm offering personalized expertise in estate planning, retirement planning, business incorporation, financial planning, and tax planning. With a focus on empowering individuals, families, and business owners, they guide clients through critical financial milestones using a collaborative and client-centered approach.

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)

I have been a licensed funeral director for 30 years, working in the funeral industry for 32 years literally across the Province of Ontario. I began my career in Rainy River, almost 20 years in Thunder Bay, 4 years in Toronto and now the past 6 years in Ottawa, with Cole Funeral Services.  

I have served on the Board of Funeral Services Education Advisory Committee with the creation of our new legislation. I was also honoured to serve on the Executive with the Ontario Funeral Service Association for two years. 

I feel that having the ability to assist families with all aspects of the funeral arrangements, whether it be in advance of the death, at the time of the death or with the aftercare program is a huge asset to the families we serve.

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My name is Kait O'Reilly,. I have a Bachelor of Commerce(Honours) from Memorial University and a Juris Doctor from Schulich School of Law at Dalhousie University. 

I am passionate about providing legal services in Wills and Estates in a timely manner with avid due diligence.

I will also provide services in Real estate, Personal Injury, Civil Litigation, and more pending my call to the bar in June 2024.   

I understand that good financial advice is more important
than ever.  As such, I take a long-term
approach to planning.  I believe that a
detailed plan, reviewed and updated regularly, will ensure that you have access
to the financial resources necessary to realize your goals and stay on
track.  I believe that building long-term
relationships with clients is the best way to help you and your family to
explore the financial options that are best for you at each stage of your life.

I've been helping pre-retirees, retirees and small business owners with:

- Estate Preservation/Transfer

- Business transitioning

- Risk Management

I have been in the financial industry for over 30 years in various roles from service, management and now as an Advisor with Empire Life.  I am very customer-centric with a strong focus on service and communication.

My clients will always be treated with respect and have full transparency and confidentiality in all aspects of working with me.