Find a CEA

Michael Samlalsingh, MBA, CPA is the founder of MM Financial Solutions Professional Corporation, a professional accounting and advisory firm serving small businesses, professionals, and owner-managed organizations. Michael has over twenty years of experience in accounting, tax, and financial management, including senior roles in complex and regulated environments.

Through MM Financial Solutions, Michael provides accounting, tax compliance, and financial advisory services with a focus on clarity, structure, and sound financial stewardship. Beginning in 2026, MM Financial Solutions will also offer financial and tax-focused support to executors and families involved in estate administration, complementing existing business and advisory services.

Michael is committed to professional standards, clear communication, and providing dependable guidance to clients navigating both business and personal financial matters.

Believing in the guiding principle of collaboration, we have built a team of compassionate, knowledgeable and experienced business experts and financial specialists. Together with other outside collaborative partners, the team’s singular purpose is to find and deliver creative solutions to help Canadian incorporated business owners and their families to Live Well and Retire Better.

Mark Sampson CFP, CHS, CLU, CEA

I'm Serenial Life FR for almost more than 3 years now, but I have been in the industry for almost 2 decades.

My passion is to assist anyone to attain to goal of creating wealth & protecting their love ones. 

Likewise, I believe that education plays a vital role in a family and as a nation . I have helped lots of your generation reach their academic goals by providing RESP & other tools that create funds for their education.

I am an investment advisor with 25 years experience through Investia Financial Services, providing mutual funds and life insurance products and advice to meet the personal needs for individuals and families before and into retirement. I have completed my RPA, and EPC designations and am always looking for additional ways to add to my education so I may better serve my clients whether they are in their working and accumulation years or later in their retirement, deaccumulation and estate planning years. 

Kathy Sauerborn is the VP Retail Banking for Access Credit Union.  Access Credit Union is a strong Credit Union with over $13 billion in assets and serving 47  communities in the Province of Manitoba.  Access Credit Union offers a multitude or products and services including personal financial planning, will and estate planning, investment and retirement planning and all lending products.  Kathy leads all member facing branch staff in deposits, retail lending as well as the Wealth Management arm.  She has enjoyed over 30 years experience in the financial services industry directly related to coaching, team building, leadership, customer service, strategic planning and personal financial planning.  Her passion is leading and dealing with people and finding solutions in order to meet their financial goals.  Kathy also is on the Senior Management Team for Access Credit Union and is involved in the direction of the Credit Union in this quickly changing landscape.  Kathy values education and is always actively learning in order to stay current.  Her most recent accomplishment was obtaining her Masters in Business Administration MBA, Chartered Management Degree and various other courses directly related to Finance, Wealth and leading people.   Kathy is also embarking on Executive Coaching through International Coaching Federation.  Always willing to assist.  

I am a retired legal assistant.  For the last 15 years of my career, I focused mainly on Wills and Estates.  I help others with estate questions or even Will questions.  As well, I have been the exectrix of approximately 7 estates.  I have also walked other executors through the estate process in several estates, including bank appointments, lawyers’ appointments, etc.  

Other than normal executor’s fees, I do not charge for my services at this time.

I feel accreditations in this are would be extremely helpful.

I have been a paralegal for over 25 years that specializes in Wills and Estates.  I am a member of the Alberta Association of Registered Paralegals.  In addition to preparation of estate planning documents I assist with probate and grant of administration and travel to client's homes where mobility is an issue. 

Comprehensive financial planning, investment management and tax planning