Find a CEA

I have worked as a Financial Security Advisor since 1997 and owner of Money Advisors since 2005.  I have my EPC and CFP designations and recently completed my CEA. I am passionate about serving my clients and helping them along their financial journey through life so they can fulfill their true potential.

I have been working in the financial services industry for over 20 years. My business is primarily focused on retired and almost retired individuals. I specialize in helping widows find their way through the maze of an estate. I create long term relationships while utilizing a Holistic Planning model which helps people accumulate, grow, and preserve their wealth.  As an independent adviser my solutions are unbiased. I use a wide range of products and services that are specifically suitable to my clients situation. 

Rosie Owens, CFP, TEP, CEA

Director, Financial Services 

Trustee and registrar for registered products throughout the credit union system in B.C., Ont. and Man. I have been in the financial services industry for 25 years with an expertise in registered products, estate and taxation. 

Private wealth management, estate and financial planning.

Raj Pandher CPA Inc. is a boutique CPA firm based in British Columbia (BC) that specializes in following services: 

• US Canada Cross Border Tax Returns 
• Non-Resident Tax Returns
• Services for Professionals such as Lawyers, Realtors, Dentists, Physicians, Pharmacists, Optometrists and Veterinarians
• Corporate Tax Returns & Financial Statementsk 
• Bookkeeping & Personal Tax Returns
  
• Trust & Estate Planning 

David Pankiewich, CPA, CA, CEA  works with clients and their existing advisors to ensure that comprehensive financial and estate planning is provided.  As an accountant with over 25 years experience assisting clients in a variety of industries and income levels, he seeks to understand the goals and objectives of each client and provides thoughtful advice, in a team approach.  David has completed both the Canadian Institute of Chartered Professional Accountants Indepth Tax Program and the Advanced Tax Program for Owner Manager Businesses and is knowledgeable in the planning areas of wills, trusts, estates, business succession, and insurance.  He is a member of both the Canadian and Ontario Institutes of Chartered Professional Accountants and a member of the Canadian Tax Foundation.  He also volunteers as an Area Leader for the Chartered Professional Accountants of Canada Community Connect Program, to coordinate and provide the "Financial Decisions Matter" series of seminars to improve financial literacy in the community.

We are a professional financial advisory firm specializing in retirement and estate planning.

We spend the necessary time with each of our clients to understand their biggest priorities, deepest concerns and what they value most in life. As an independent, objective planning firm, we have the ability to provide our clients with the advice and financial solutions most suited to their individual needs.

As a Certified Financial Planning Professional, a Chartered Life Underwriter and Certified Health Specialist, I am committed to life-long learning and the ongoing professional development needed to meet the changing needs of my clients.

We are regularly involved in assisting clients who have lost a loved one and are overwhelmed with the duties and responsibilities they face as an executor or executrix. The changing landscape within the estate administration process for people in Ontario has created newer and greater challenges than ever before and I have made the commitment to become a Certified Estate Advisor in or to be of even greater assistance to my clients.

Ken Park owned & managed a financial planning, estate & risk management franchise for over a decade before joining the clergy as pastor. Technically minded, he enjoy the efficiencies of a well managed and executed plan that ultimately enhances donor intent & family harmony.  He currently serves as Executive Director at Link Charity, linking donors to charities to beneficiaries.   

Adding value is what we do for our clients. Your life is not a one size fits all and your financial and investment strategies should reflect your unique situation. Our practice is here to help you navigate your specific needs and goals. Once we have identified and prioritized your goals, we'll work together to create a tailored personalized strategy to help you achieve them, and we'll revisit your strategy regularly to help make sure that you stay on track through all life's ups and downs.

Business owners and Executors need a professional who will work collaboratively with their accountants, lawyers and consultants to create a seamless and holistic financial strategy. This collaborative approach enables us to deal with complex situations such as wealth transfers and asset consolidation, as well as trusts and estates.

I completed my Bachelor of Sciences Degree and also have my Certified Exit Planning Advisor (CEPA®) and Certified Executor Advisor designations (CEA®). I am registered with the Investment Industry Regulatory Organization of Canada (IIROC®) and the Alberta Insurance Council (aic®). My experience in financial services, combined with the knowledge and support of my branch office administrator, allows us to to work well with professionals and business owners who are preparing for retirement or may have more complex needs such as estate planning or tax-efficient wealth transfer strategies to loved ones. But we're not alone. Thousands of professionals in our home office support us every day to help ensure you receive the most current and comprehensive investment guidance.

Parr Business Law Corporate and Estate Planning Lawyers work with owner-managed businesses throughout the entire lifecycle of their business.

We assist with incorporation, partnership and shareholders' agreements, all manner of business agreements, buying and selling of businesses, and succession planning. We assist with a broad range of estate planning matters, including wills, corporate wills, representation agreements, power of attorneys and all manner of trusts, including family trusts, joint partner and alter ego trusts.