Find a CEA

Search Filters

1299 Results Found

Tantallon, NS Contact

I work with appointed estate representives one-to-one providing care after funeral services by way of estate fraud protection, time sensitive notifications, review of fiduciary duties etc.

I am a Certified Executor Advisor (CICEA), Funeral Preplanning… Read more »

Area serviced: Tantallon, NS; All, NS; Toronto, ON

902 820-2600

Robert Seaborn, CEA
Wealth Advisor

Ottawa, ON Contact

# Read more »

Area serviced: Ottawa, ON

613 404-2833

Krista Seaman, CEA
Branch Manager

Toronto, ON Contact

Area serviced: Toronto, ON

4169682310

Shelby Seath, CEA
Financial Advisor

Kamloops, BC Contact

I have worked in the finance industry for 10 years and am passionate about investing, retirement planning and finding suitable insurance solutions.
I have attained multiple designations since starting in the field including: Certified Financial Planner,… Read more »

Area serviced: Kamloops, BC

2508282800

Adam Seeto, CEA
Financial Advisor

Richmond Hill, ON Contact

Area serviced: Richmond Hill, ON

647-946-8665

Daniel Sember, CEA
President

Richmond, BC Contact

Area serviced: Richmond, BC

6043703370

Adam Settecase, CEA
Trust Officer

Montreal, QC Contact

I am a lawyer by training and a Trust Officer at Scotiatrust. I hold my CEA and TEP designations, as well as degrees in both common and civil law (J.D., B.C.L.) from McGill University and an Honours Bachelor of Science (Hon. B.Sc.) from the University… Read more »

Area serviced: Montreal, QC

(438)994-8665

Linda Sgorlon, CEA
Market Manager

Toronto, ON Contact

# Read more »

Area serviced: Toronto, ON

4163084922

Devendra Sharma, CEA
Director

Mississauga, ON Contact

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor… Read more »

Area serviced: Mississauga, ON

(905)670-6999

Paula Nixey Shaughnessy , FPP, CEA
Owner

Ottawa, ON Contact

Having enjoyed a successful accounting career within the Financial Services Industry, I feel privileged to be able to walk so many Bereaved Families through the many tasks expected of them as Executors.
My greatest satisfaction comes from all the thank-you… Read more »

Area serviced: Ottawa, ON; Ottawa-Carleton, ON; Manotick, ON; Orleans, ON; Osgoode, ON; Kanata, ON; Cornwall, ON; Chesterville, ON; Cumberland, ON; Gloucester, ON; Perth, ON; Nepean, ON; Merrickville, ON; Smiths Falls, ON

613-294-1144

Brandi Sherman, CEA
Senior Business Manager

Vaughan, ON Contact

Area serviced: Vaughan, ON

4167126752

William Shewfelt, CEA
Your Financial Caddie

Kincardine, ON Contact

“Your financial life caddie”
cad·die
/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best… Read more »

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

519-396-3874

Judy Shibata, CEA
Account Executive

Markham, ON Contact

Area serviced: Markham, ON

416-209-2477

Janet Shimizu, CEA
Small Business Coach

Gibsons, BC Contact

Area serviced: Gibsons, BC

6042500695

Sarah Shipley, CEA
Lawyer

Whitby, ON Contact

Sarah grew up in Durham and has lived in the Whitby area since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in Whitby.
Sarah’s practice is restricted to advising and representing clients with respect to all matters relating… Read more »

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON

905-666-8588

Area serviced: Ottawa, ON

Wealth Advisor for TD Private Wealth Management providing Investment, Private Banking and Estate Planning and Services

Area serviced: Toronto, ON

Area serviced: Kamloops, BC

I have worked in the finance industry for 10 years and am passionate about investing, retirement planning and finding suitable insurance solutions.

I have attained multiple designations since starting in the field including: Certified Financial Planner, Chartered Life Underwriter, Certified Health Specialist, Certified Consultant on Aging, Certified Executor Advisor, and my Certified Financial Divorce Specialist.

Wealthy Roots Financial is a company built on the foundation of caring. Their number one goal is to deliver exceptional service and continue building lasting relationships with their clients.

Area serviced: Richmond Hill, ON

I help my clients manage their time, energy and most importantly their money so they can achieve their personal goals. Unlike other financial advisors, I have a client first approach. For example, I have a process to help my clients define their values, clarify their goals, understand their situation. I then create a comprehensive plan and provide a simple checklist that they can follow to achieve their goals.

Area serviced: Richmond, BC

Area serviced: Montreal, QC

I represent Scotiatrust as liquidator, co-liquidator or agent on many estates.

Area serviced: Toronto, ON

TD Weath

Private Banking

Investment Management - PIC and PIA

Trust

Wealth Advisory Services

Area serviced: Mississauga, ON

Devendra (Deven) Sharma is a Chartered Professional Accountant (CPA, CMA), Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA) designations. For over 17 years, Deven has been providing accounting, investment, insurance, and tax advice to clients in Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.

My greatest satisfaction comes from all the thank-you letters I receive for having made the entire Executor process into a journey they can "actually feel proud to have completed".

Area serviced: Vaughan, ON

Area serviced: Kincardine, ON; Goderich, ON; Hanover, ON; Kitchener, ON; Waterloo, ON; Port Elgin, ON; Walkerton, ON

“Your financial life caddie”

cad·die

/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it.

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.

Shewfelt Financial Limited (Freedom 55 Financial) has been the premier provider of life insurance, investment advice and estate planning for Kincardine and surrounding areas for over 35 years.

Area serviced: Markham, ON

Area serviced: Gibsons, BC

Area serviced: Whitby, ON; Oshawa, ON; Ajax, ON; Port Perry, ON; Pickering, ON

Sarah grew up in Durham and has lived in the Whitby area
since 2001. Sarah is the principle lawyer at Jenkins, Newman & Shipley Law in
Whitby.

Sarah’s practice is restricted to advising and representing
clients with respect to all matters relating to estate administration, estate
litigation, trust administration, passing of accounts applications, guardianship,
preparation of Wills & Powers of Attorney, and ‘probate’.

Sarah has conducted presentations on the importance of
having Wills and Powers of Attorney to audiences such as; Scotiabank, Lakeridge
Health, Alzheimers Society of Durham Region and the Whitby Chamber of Commerce.