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Lavardo Thompson, CEA
Financial Advisor, Real Estate Advisor

Markham, ON

Canadian Smart Estate provides advice, assessments and administration for individuals and companies. The areas of focus are investments, insurance, real estate, business and estate.
We have over 20 years of Canadian experience as a certified financial… Read more »

Area serviced: Markham, ON; Aurora, ON; Brampton, ON; Durham, ON; Etobicoke, ON; Georgina, ON; Halton Hills, ON; Metro Toronto, ON; Mississauga, ON; Newmarket, ON; North York, ON; Oakville, ON; Pickering, ON; Richmond Hill, ON; Scarborough, ON; Toronto, ON; Vaughan, ON; Whitby, ON; York, ON

6475757283

GARY LAWRENCE THURSTON, CEA
PRESIDENT

Lindsay, ON

Area serviced: Lindsay, ON

705-286-2168

Jie Tian, CEA
Financial Advisor

Calgary, AB Calgary, AB

Insurance Broker
Being an executor: An honour or a burden?
Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.
Making your life easy just call Kathy who has… Read more »

Area serviced: Calgary, AB

5878300689
4034523886

Paul Tidey, CEA
BA.,CFP, FLMI, CPCA, CEA

Nanaimo, BC

I help successful people build, grow and protect their wealth. I do this by working with my team to provide clients peace of mind by organizing and arranging complex financial issues, products and concerns into understandable simplicity.
Please explore… Read more »

Area serviced: Nanaimo, BC

2507581154

Patricia Tiffen, CEA
lawyer

Edmonton, AB

# Read more »

Area serviced: Edmonton, AB

7802293533

Rob Toews, CEA
Advisor

Red Deer, AB

Area serviced: Red Deer, AB

4038262797

Lynette Tolean, CEA
Life Insurance Agent

Ottawa, ON

Area serviced: Ottawa, ON

6132196052

Kimpel Tom, CEA
Certified Financial Planner

Cambridge, ON

Area serviced: Cambridge, ON

519-622-2745

Rick Tomalty, CEA
Managing Partner

Kingston, ON

With over 35 years experience providing financial advisory services, Rick understands the challenges of not only exercising duty of care as an executor/trustee, but also those related to managing the expectations and needs of family and beneficiaries.
Rick… Read more »

Area serviced: Kingston, ON; Brockville, ON; Belleville, ON; Ottawa-Carleton, ON

613-777-0795

Fen Fang Tong, CEA
Fiona Tong ，CLU CHS

Markham, ON

Area serviced: Markham, ON; Richmond Hill, ON

6479866617

Rosanna Toscano, CEA
Wealth Advisor

Ottawa, ON

Area serviced: Ottawa, ON

613-782-1152

PENNY TOWNDROW, CEA
POA and Estate Planning Consultant

Meaford, ON

# Read more »

Area serviced: Meaford, ON; Barrie, ON; Collingwood, ON; Niagara, ON

9059353900

Robert Trickett, CEA
Certified Financial Planner

Surrey, BC

Area serviced: Surrey, BC

604-530-0433

Gina Trinidad, CEA
President & Principal Consultant, Registered Nurse

Winnipeg, MB

Area serviced: Winnipeg, MB; All, MB; Toronto, ON

(204) 479-3372

Jason Trudeau, CEA
CFP

Windsor, ON

Area serviced: Windsor, ON

519-969-1133

Area serviced: Lindsay, ON

Area serviced: Calgary, AB

Insurance Broker

Being an executor: An honour or a burden?

Please ask before commit. Searching and consulting with professinal advice is absolutely necessary when decided to start estate planning work.

Making your life easy just call Kathy who has a big support team behind.

Area serviced: Nanaimo, BC

Please explore my website at www.arbutusfinancial.com to learn more.

Area serviced: Edmonton, AB

I am a lawyer and trained mediator through ADRIA pracitising estate planning and probates. My mediation skills are used in conjuction with my legal skills to provide clients with a unique experience when interacting with the legal system.

Area serviced: Red Deer, AB

Area serviced: Ottawa, ON

I join Sauve Financial Solutions as an Admin Assistant in 2014 and the services they offered are very satisfying and easy to approach. I decided to become an agent last year because I know that I can help other people the way they help clients. I've learned along the way that some of the clients trust Mr. Sauve so much and that they encourage their families and friends to approach him because he will help them all the way. And they listen very well to how he explains every detail.

We never chose who to serve and we do our best to offer what really every client needed and wants. We offer services such as Life insurance, Disability Insurance, Critical Insurance, and Investments and since Mr. Sauve is a member of the CICEA, he also services clients needed advice and direction about the importance of having a Will. And lastly, he reminds clients to do it now not later.

Area serviced: Cambridge, ON

Area serviced: Kingston, ON; Brockville, ON; Belleville, ON; Ottawa-Carleton, ON

Rick works with a number of allied legal and accounting professionals to provide sound advice and guidance, while reducing the stress and confusion that can so often accompany the estate trustee's responsibilities.

A Certified Financial Planner (CFP) and Master Financial Advisor (MFA), Rick is pleased to be able to support estate executors/trustees as part of his advisory services.

Area serviced: Markham, ON; Richmond Hill, ON

I am a financial planner, certified by CLU and CHS. Focus on providing excellent insurance protection plans for families and businesses. And open various registered accounts RRSP / TFSA / RESP for guests, and provide suggestions on the selection of segregated funds. I am good at retirement planning and intergenerational inheritance. I can speak fluent Mandarin and help the Chinese community.

Area serviced: Ottawa, ON

Area serviced: Meaford, ON; Barrie, ON; Collingwood, ON; Niagara, ON

Area serviced: Surrey, BC

Area serviced: Winnipeg, MB; All, MB; Toronto, ON

Gina Trinidad has worked in healthcare for twenty-five years from the front-lines to executive leadership, overseeing large-scale multi-million-dollar operations. A Masters prepared Registered Nurse by profession, Gina has deep experience in the health care system and the continuum of care, particularly with accessing appropriate housing options for seniors and those with disabilities. Her services include health system navigation, counselling, advocacy, and client care management. She also holds a Legal Nurse Consultant Certificate, Graduate Certificate in Health Systems Leadership from the Royal Roads University and has successfully completed the Certified Executor Advisor certification. Gina has expertise in the following health care specialties: health system navigation, community health services, long term care, case management, primary care, mental health, public health, seniors and housing, disabilities, and correctional nursing services.

Area serviced: Windsor, ON