Find a CEA

I have worked with individuals, small business corporations, and registered charities since 2001 with IPC Investment Corporation. I hold various degrees, designations and professional qualifications and continue to enhance my offering through continuing education. I currently hold my CFP, FMA, FSCI, and EPC designations and have the distinction of FP Canada Fellow. 

Welcome! I am Janice Van Rooy, an experienced real estate agent serving the Calgary area. 

With a career spanning real estate, wealth management, and estate planning, I bring a unique blend of expertise to help seniors and families navigate major life transitions. As a Senior Real Estate Specialist (SRES®) and Certified Executor Advisor (CEA®), I provide strategic real estate solutions for downsizing, estate sales, and long-term planning, ensuring a smooth and stress-free experience. My background in the financial industry provides me with a deep understanding of the legal and financial complexities involved in real estate transactions, allowing me to offer insightful guidance and practical solutions.

I specialize in helping people find their perfect fit in Calgary, Foothills County, Mountainview County and Rockyview County including Bragg Creek, Priddis, Chestermere, DeWinton, Okotoks and High River. Additionally, I work closely with executors and trust officers to facilitate real estate sales as part of estate settlements. 

My clients value my honesty, integrity, and trustworthy approach, that always prioritizes their best interests. My passion for helping others extends beyond real estate—I previously developed the Peace of Mind Planning seminar to assist individuals with estate organization and future planning. Whether working with seniors, executors, families or trust officers preparing for a move, I am dedicated to making the process as seamless as possible, with proven systems and a trusted network of professionals to support every stage.

Stephen grew up surrounded by a business minded family who taught him the value of working hard and completing the job. He has brought those same values into both the private and public sector. After having  10+ years of experience with managing and developing departments he began studying and preparing to step into wealth management. In 2020 he joined the Bridgeline Wealth team and has found quick success for his clients. 

You can see Stephen often travelling to appointments throughout Central Alberta helping develop a path to success for his next client. If you do see him, make sure to say hi, he would love to catch up and see how you are doing. He is always learning and educating himself to better serve his clientele with a particular focus on working with business owners, helping people navigating the complexities of estate matters and planning for an effective legacy transfer to the next generation.

Certified Executor Advisor CICEA, Financial Concierge team member, Director Superior Family Health Team Board, PFAC Member for Algoma Region.

Financial Concierge™ provides impartial, Professional Executor and Power of Attorneys (POA) services for families, busy professionals, and older adults.
As Professional Executors, we administer estates for a living, understand the regulatory requirements and have the requisite skills necessary to settle estates expertly and efficiently in accordance with your loved one’s wishes. Acting under a Power of Attorney, we provide help with financial and healthcare matters.

If you’re a busy professional struggling to find the time to pay bills, file insurance claims and stay on top of your financial affairs, we can help.

If you’re an older adult and need a trusted concierge to help you age in place free of worries we can provide the support you need.

We offer three professional Executor/POA services:
Appointed Executor and/or Acting Under a POA 
Support your Executor and/or "Attorney" 
Appointed as Administrator/"Attorney" 

A Certified Advanced Business Analyst, I gained my credentials while working for over 35 years at the Ontario Ministry of Finance. 

Barry is a chartered accountant working with Owens MacFadyen Group (OMG) which is an independent wealth management firm. OMG specializes in working with high net worth, high income clients who want to see their goals integrated with the financial strategies and products they employ. Barry's role is to work the client's advisors in dealing with their tax and estate planning issues.

G
Vanden Bosch & Associates has been based in rural Ottawa for over 35 years
servicing primarily small and medium-sized businesses and their owners.  We help our clients navigate the world of
financial numbers,  government demands, and economic changes. With reliable information, we can identify options that create stability,
resilience, and peace of mind.

Irene
Vassalo  BA, CFP®, CEA, EPC, RRC

Principal, IG Private Wealth Management, Vassalo & Associates

Irene thrives on building relationships and knows that
holistic, personalized planning is key to a life well-lived. Those who benefit
most from working with Irene are affluent clients seeking to grow, protect and
share their wealth.  Irene is a Certified Financial Planner® who’s been in
the financial services industry since 1995.  She graduated from the
University of Waterloo and holds the Elder Planning Counselor and Registered
Retirement Counselor designations.  Irene is a familiar face having
appeared in magazines and on radio and television.  She’s also highly
involved in her community through such organizations as She Shares, in support
of St. Mary’s Hospital, and Cambridge Memorial Hospital.

Vassalo & Associates Private Wealth Management's mission is to improve clients' lives by helping them achieve new heights of financial success.  The team's more than 70 years combined experience in financial services has taught them the importance of continuous development, a collaborative approach, and providing a superb client experience.

I am a FCPA,FCA,CGA,CFP,ICD.D and advising retired partner from a public practise firm in Alberta.   I already have significant experience acting as an executor for many different estates from farms, businesses, simple and complicated estates including insolvent estates. my goal is to help people through this process and use the years of experience ive gained to ease their burden

I am co-founder of Prairie
Wealth Planning Consultants - a fee-based and independent financial planning firm based in Brandon, Manitoba.  

I
serve as lead the Financial Planner for a select group of professionals,
business owners, farmers and seniors - providing perspective and financial clarity when needed.  For many, I become somewhat of a Family CFO.

I have been advising clients for 30 years.

I am dedicated to raising the
professional bar of the financial planning profession.  I served on the board of the Western Manitoba
Chapter of Advocis for 9 years and am an advocate and member of both the
Canadian Association of Farm Advisors and the Financial Planning Association of
Canada.


In additional to being a CEA, I obtained several insurance, investment and
financial planning designations, including Financial Management Advisor (2003),
Certified Financial Planner (2003), Fellow of the Canadian Securities Institute
(2004), Certified Professional Consultant on Aging (2009), Chartered Life
Underwriter (2011) and Elder Planning Counselor (2021).

Life will always give us challenges, it is up to you if you react, or respond, let’s build a strong plan and have a choice! Helping you find safe footing during the storm of life, securing your finances with proven financial strategies and strong financial products to see you through.

As an accredited financial advisor, I look forward to seeing how I can help you!

Richard is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Investment Manager, Certified Executor Advisor and owner of WealthSmart Incorporated. He has instructed many financial workshops since 1994, including Financial Strategies for Successful Retirement and The WealthSmart Workshop series. He is also available to businesses and community groups for speaking engagements.

His business experience since 1985 has ultimately taught him that nothing is more important to people than changing their worlds. The same experience has also allowed him to see through a lot of the noise in the financial industry and to favour science over speculation. 

Born in Winnipeg, Manitoba, his heart is right here in Richmond, BC, where he has lived since 1970. He and his wife, Zinha, have three awesome sons – Peter, Matt and Daniel.

The whole family has been involved in the community in many ways and feels it is their mission to helping others achieve their dreams. Richard is dedicated to lifelong learning and loves time with family, cycling, hiking and photography.

My other credentials include;  CFP - Certified Financial Panner & EPC - Elder Planning Conselor

I am a holistic advisor, I have been contracted with Sun Life 14 years.

My services include;

Life/Health Insurance, Investing, Financial Planning, Health Benefits, Group Benefits, pensions, Estate planning. 

I have been in the finance industry since the late 90's when I graduated form NIAT's Finance program.

I have worked at a bank, run the finances of a good sized Edmonton business, and have also earned a CPC  payroll designation and did payroll for Alberta, NWT and Nunavut RCPM Guards.

I have also been the executor for both my parents.  My dad was self employed, so a bit more complicated then the average.  These experiences helped me see the need for proper information and also the need for someone with a the skills and experience to help navigate the waters for clients. This experience has helped me assisted my own clients.

I see the value of this designation since I had actually considered doing this as a business on its own.  But I think I can assist more people before the time comes, to make the right choices, to ensure their wishes are met when the time comes as cleanly as possible.