Find a CEA

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.

I have been in the Insurance and Finance business for over 20 years. My main focus is to help my clients deal with all the "What Ifs" in life that may occur and to help them stay on track for a well planned retirement. As well, help to provide a good grasp of the transfer of the estate when needed.

Kenneth MacQueen MBA, CIM, CFP

Managing Partner & Portfolio Manager – SBW Wealth Management

At SBW Wealth Management, we help clients move beyond the numbers—aligning their wealth with their values, lifestyle, and long-term goals. Based in Dartmouth, Nova Scotia, our independent firm provides holistic financial planning, portfolio management, and estate strategies for families, retirees, and business owners across Canada.

I guide clients through all aspects of their financial lives, from investment and retirement planning to estate organization and intergenerational wealth transfer. My background includes over a decade of experience in private wealth management and a Master of Business Administration (MBA) focused on leadership and strategy.

What makes our practice unique is the integration of evidence-based investing with deeply personalized planning. We collaborate closely with clients’ accountants, lawyers, and family members to ensure decisions are coordinated and values-driven. Our approach emphasizes clarity, simplicity, and confidence—so clients can focus on living the life they’ve worked hard to build.

Financial Plans without Incentives.

Wealth strategies are designed with a select client in mind. The focus is on objective, comprehensive thinking in collaboration with other professionals to create a benchmark for wealth preservation and growth. Financial planning engagements are independent of any product incentives or referral fees.

CANFIN Wealth Management is a premier advisory firm specializing in
comprehensive financial planning, business advisory, and accounting services.

As an Associate Portfolio Manager and Certified
Financial Planner within the CANFIN ecosystem, I provide strategic leadership
and direction for CANFIN Wealth Management. My focus includes delivering
fiduciary investment advice, constructing customized portfolios, and overseeing
performance monitoring to help clients achieve their long-term financial goals.
I am Chartered, Certified, and Registered to provide financial planning and
investment advisory services.

Feel free to contact me at: mahabir@canfin.com

Kelly has an Honours BBA and is an Associate of the Institute of
Canadian Bankers, Affiliate of the Society of Trust and Estate Practitioners, a
Certified Financial Planner, and received the distinction of Fellow of FP
Canada in 2015. He has over 25 years of financial industry experience.

His academic knowledge has been complimented by supporting business
bankers, junior advisors and being an estate specialist for an Ontario Credit Union for  over  17
years. His volunteer work with FP Canada and
FP Canada Institute since 2008 has included: 
the Examinations Committee, the Book of Knowledge Committee, the Professional Disciplinary Panel, the Awards and Recognition
Committee, an initial instructor for the Professional Education Program, and
serving on multiple National research panels that have explored such questions as; Inhibitors to
Financial Plan Implementation, Technology and
it’s effect on Financial Planning, CPP Decision Model, and
recently the RSP Drawdown Model.

I am a lawyer practicing in Wills and Estate Planning and Administration based in Dartmouth, NS. I help clients explore various estate planning strategies and assist them with preparing a tailored estate plan, which includes drafting wills, an enduring power of attorney, personal directives (living wills) and establishing trusts.