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Catherine Walker, CEA
Independent Business Advisor 1

Calgary, AB Contact

At 24, I became the executor for my mother’s estate, a role that deeply shaped my career and understanding of estate administration. This experience occurred forty years ago and imbued me with a profound empathy for executors facing similar challenges.
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Area serviced: Calgary, AB

4038160446

scott wallace, CEA
Mr

Edmonton, AB Contact

23 years in the financial planning business. I help my clients take what is important to them and make it a reality. I specialize in Retirement Planning, Wealth Management and Group Pensions and Group RRSPs. I am a CFP, CLU and a Qualifying and Lifetime… Read more »

Area serviced: Edmonton, AB

780 408 5480

Heather Wallace, CEA
Manager

Canmore, AB Contact

Area serviced: Canmore, AB

403-678-4444

Shane Walsh, CFP, CEA
Financial Advisor

Ancaster, ON Contact

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Area serviced: Ancaster, ON; Hamilton, ON; Burlington, ON; Oakville, ON

905-648-3588

Bradley Walton, CEA
President

Barrie, ON Contact

Area serviced: Barrie, ON

7057163285

Camby Li Fei Wang, CEA
Financial Advisor

Burnaby, BC Contact

Camby has over 20 years of experience working with individual investors to achieve their unique, long-term goals as a financial advisor with London Life (Canada life). He is trustworthy, knowledgeable and experienced, and a MDRT Member of 23 years.

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Area serviced: Burnaby, BC; Vancouver, BC; Coquitlam, BC; West Vancouver, BC; North Vancouver, BC; Richmond, BC; Surrey, BC; Victoria, BC

6047232969

Carrie Wang, CEA
Financial Planner CLU®

Stouffville, ON Toronto, ON Contact

I am a Financial Planner of Sun Life Financial. My goal is to help my client to reach their financial goals. My service includes:
Financial Management
Retirement Plan
Estate Plan
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Area serviced: Stouffville, ON; Toronto, ON

6475008885

Yi (William) Wang, CEA
Financial Advisor

Surrey, BC Contact

Area serviced: Surrey, BC; All, BC; All, AB; All, ON; Montreal, QC

6045422270

Julia Warkentin, CEA
Manager, Deposit Services

Winnipeg, MB Contact

Area serviced: Winnipeg, MB

2049497744

Roger Warren, CEA
Certified Financial Planner

Mooretown, ON Contact

Certified Financial Planner

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Area serviced: Mooretown, ON

519-490-0289

Jeff Wass, CEA
Wealth Advisor

London, ON Contact

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Area serviced: London, ON

226-919-9343

Jason Watson, CEA
Financial Advisor

Delhi, ON Contact

I do this because my granfauther was killed I a farm accident and the handling of the estate was almost as tragic as losing him. I got my CEA designation to make sure the estate problems don't happen to other family's.
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Area serviced: Delhi, ON

5194951021

James Watson, CEA
Senior Wealth Advisor, Director, Wealth Management

Ottawa, ON Contact

Area serviced: Ottawa, ON

6137886319

Jeff Watts, CEA
Partner

Collingwood, ON Contact

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Area serviced: Collingwood, ON

4162198405

Samuel Waxman, CEA
CFP, CLU, CHS, CEA

Toronto, ON Contact

Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011.
Samuel focuses on providing insurance and estate plans to recently graduated professionals as well as young families… Read more »

Area serviced: Toronto, ON

4168178897

Area serviced: Edmonton, AB

Area serviced: Canmore, AB

Area serviced: Ancaster, ON; Hamilton, ON; Burlington, ON; Oakville, ON

I am a Financial Advisor who specializes in Retirement Income Planning, Tax and Estate Planning in the Hamilton area.

Area serviced: Barrie, ON

Area serviced: Burnaby, BC; Vancouver, BC; Coquitlam, BC; West Vancouver, BC; North Vancouver, BC; Richmond, BC; Surrey, BC; Victoria, BC

Area serviced: Stouffville, ON; Toronto, ON

I am a Financial Planner of Sun Life Financial. My goal is to help my client to reach their financial goals. My service includes:

Financial Management

Retirement Plan

Estate Plan

Area serviced: Surrey, BC; All, BC; All, AB; All, ON; Montreal, QC

I have been a financial advisor with Edward Jones for more than 14 years serving clients in BC, AB, ON and QC. I partner with my client support team members Judy Zhu and Wendy Mo to serve all your financial needs. I'd like to spend time in understanding your financial needs, goals, priorities and life purpose. And then partner together with you to provide you the financial strategy that is perfectly tailored to you.

I am a Certified Financial Planner® and Certified Executor Advisor® professional and I also hold a license as a Canadian Life and Disability Insurance Agent. I am honoured to serve as a Regional Leader and General Partner for Edward Jones where I have the opportunity to coach and mentor our up and coming advisors.

When I am not in the office I love to spend time with my family. I like travel and enjoy different kinds of sports including running, golf, badminton, biking, and skiing. I am a marathon runner and completed more than 10 marathon races.

I am bilingual, fluent in both English and Mandarin Chinese.

Area serviced: Winnipeg, MB

Area serviced: Mooretown, ON

Certified Financial Planner

Area serviced: London, ON

I work for TD Private Wealth Management as a Wealth Advisor. I work with clients to help them find solutions to: build their net worth, implement efficient tax strategies, protect what matters & leave a legacy.

Area serviced: Delhi, ON

Area serviced: Ottawa, ON

Area serviced: Collingwood, ON

We are here to support Executors in completing their duties effectively and efficiently.

Area serviced: Toronto, ON

Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011.

Samuel focuses on providing insurance and estate plans to recently graduated professionals as well as young families and business owners. His goal is to ensure that your insurance and estate plans will help to protect you, your family and business despite any of life’s unforeseen obstacles.

Samuel graduated from University of Western Ontario in 2011 and in 2012, graduated from the Financial Services Practitioner Graduate Program at Seneca College. Samuel is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU). Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).