Find a CEA

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

With over 20 years of dedicated experience in financial services, Ann brings a demonstrated commitment to expertise and ethical client care.  She is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU) and a Certified Health Specialist (CHS), showcasing her well-rounded expertise in financial planning, risk management and estate advisory services.

Dedicated to ongoing growth and excellence, with the expertise to support clients through their financial path.

I strive to serve as my clients' chief financial advisor. 

I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance.  I obtained my Bachelor of Commerce degree from the University of British Columbia.  I have been an independent financial planner since 1994 and earned my CERTIFIED FINANCIAL PLANNER designation in 1999.

I have had some articles published and been quoted in personal finance articles for the Globe and Mail and Yahoo Finance among others.

We do money differently.

I want to understand what's important to our clients. I will use an established process to build personalized strategies to help our clients achieve their goals. I will partner with our clients throughout their lives to help keep them on track.

With over 26 years serving the Parry Sound area we are best suited to assist those transitioning to or already in retirement.

Glen MacGregor, CEA, DFSA, FMA, FCSI

Financial Advisor 

Steve brings over 15 years of valuable financial industry experience to his role as a Financial Advisor with The Heritage Group - Private Financial Services Inc.  In order to better serve his clients he has obtained his Elder Planning Counsellor and Certified Executor Advisor designations.

It is Steve’s priority to be your financial coach, build wealth and provide security during all stages of your life.  Everyone’s economic and life situation is unique and providing personalized attention to detail is essential. 

As an independent financial advisor, Steve is dedicated to providing high quality advice and integrated wealth creation solutions that simplify and enhance the quality of your life.  He is committed to your best interests and assures a level of professionalism and integrity that will put your needs first.  

Steve has a business administration background and is also a long time member of ADVOCIS - the Canadian Association for Professional Financial Advisors. He is dedicated to ensuring that every client receives the personal attention and consideration required to meet their financial goals and objectives.  He considers every client a long term personal commitment.

Barbara is licensed as a Certified Executor Advisor and is licensed in BC and Alberta as a Life Insurance Broker.  

Barbara is passionate about working with families and family business owners.  She belongs to a network of like-minded professionals from various disciplines that are available to her clients. This provides the opportunity to provide comprehensive and customized financial solutions to address debt, insurance, investment, tax and estate goals more holistically.

The dynamics of family business are quite familiar to her, as the daughter of long time entrepreneurs in the West Kootenay Region.  She has been married for 22 years and is raising two children, ages 8 & 10.

She holds a Bachelor of Commerce in Entrepreneurial Management from Royal Roads University and currently studies Grade 3 Piano with the Canadian Conservatory of Music, among many other life long learning pursuits of interest that support her family and work.

Extensive experience of 15 years providing holistic financial advice to clients as an Advisor with Sun Life.  June 2021 I made a difficult decision to leave that role and and took several months to determine what my next challenge was going to be. 

Education in the field has always been important to me and, along with the CEA, I have completed the following additional designations over the years: CLU, CFP, MFA-P, RCIS and CHS.

I enjoy developing plans for clients and helping them understand all that is required to achieve their financial goals.  My expertise is definitely on the risk management (insurance) side of the equation and explaining how the various types of coverage work.

Andrew Mackenzie has been in the financial services industry for 32 years, specializing in corporate planning and charitable giving strategies. He earned his Bachelor’s degree in business from Wilfrid Laurier University and later obtained both the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) and Member Trust Institute (MTI) designations

The most rewarding part of Andrew’s career is helping clients achieve meaningful financial outcomes. Whether it’s providing peace of mind in retirement, supporting parents in funding their child’s education, or establishing a lasting legacy, these milestones are what he values most. 

Blair MacLean, RFP,CFP,CLU, RHU

Integrated Family Office offering accounting, financial planning, legal, investment overview

V.P. Compliance & Operations
Ian entered the Financial Services business in 1975 focusing on credit and consumer financing for small business owners. He then developed a practice in Financial Management for business owners and became part of a collaboration of Accountants, Lawyers, Risk Managers as well as a Management Coach. His success in this area allowed him to pursue Estate and Business Succession planning.

In 1989, along with Karl Krokosinski, founded Customplan Financial Advisors Inc. expanding office’s throughout Canada. He was a consultant to the National Office of Equinox Financial Group in the development of the Electronic Sales Platform, including the Financial Needs Analysis and many of its Marketing Concepts.

Ian has written numerous training systems for the industry and has spoken extensively at industry and non-industry venues.

He works with advisors in developing their compliance processes and CRM capabilities.

Ian is licensed in BC, AB, SK, ON, NB, NS , NFLD/LAB and works with clients in all these provinces.
He is also a Registered Deposit broker and a member of Advocis, Independent Financial Brokers, RDBA, and a Life Member of MDRT.

Lawyer with Miltons Estates Law. 

Ontario Estates Solved. 

Independant Insurance and Investment Broker

I have been working in this business for 10 years.  As I journey with my clients I am seeing more complex estates and diverse families. I am a CEA advisor so that I can assist others to navigate some of these complex issues.