Find a CEA

I work for TD Private Wealth Management. As a Wealth Advisor, I represent three main buckets: 1. Private Banking 2. Investment Management 3. Private Trust. As a Wealth Advisor, I regular meet new clients, plus go through a re-discovery with existing clients to better understand their wealth requirements. Being able to have a conversation in regards to estates/trusts/Wills is important, that would lead to referrals to my Private Trust team.

As a Wealth Advisor, I have my CIWM (Association of International Wealth Management), CSWP (Chartered Strategic Wealth Professional), PFP (Professional Financial Planning) and the FCSI (Fellowship of Canadian Securities Institute). Adding the CEA will truly enhance my knowledge as a Wealth Management professional.

As Manager of Branch Experience I am responsible to manage the Member Services staff which includes MSS's and Deposit Service Representatives.  DSR's and MSS's deal with many estates situations.  As Manager, I assist with Estates and speak with many members.  I also provide guidance to all employees.

We are proud at Noventis Credit Union for the service we provide to members.  We are unique in that we serve many small communities, getting to know people on a personal level vs. large communities where you may not know everyone.  People like to know that they can come to us and we remember their name and their family member's names!  They have a direct number where they can reach us and we respond quickly.  

Having over 28 years experience in the financial services sector and being a dual licensed Certified Financial Planner, I offer a full range of Financial Services in my community.   My services include life, disability, critical illness and health insurances, mutual funds and segregated funds for accounts of various sizes.  I offer Estate planning advice, Retirement planning and have built a fine referral network of professionals in the legal, real estate and mortgage brokerage fields.

Barry Soper, Certified Financial Planner, and licensed financial advisor since 1998, is a seasoned professional with 25 prior years of experience in business, mortgages, real estate investment and development, giving him the depth of knowledge and life experience needed to help his clients achieve financial security - For Life.