Find a CEA

I have been working in the financial services industry for over 30 years.  During that time, I focused primarily on Risk Management and Compliance.  However, my love has always been assisting members with Estate Administration.   I was delighted to have this learning opportunity with the Canadian Institute of Certified Executor Advisors.  I learned a ton about Estates and am looking forward to applying what I have learned in my interactions with members and other employees.  I am also looking forward to networking opportunities with other CEA graduates.  

Mauricio is originally from Mexico City and grew up in a business family. He completed his MBA at the University of Saskatchewan, and has now lived in Canada for over two decades. Mauricio is passionate about supporting his clients with the various aspects of their wealth needs. With over 16 years of experience in financial services, Mauricio has provided personalized, discrete financial counsel to a select group of affluent families and their businesses throughout western Canada. Mauricio works with a talented group of professionals at BMO Commercial Banking, Corporate Finance Division.

Gina
Vliet, founder of Charon Consulting and Executor School, offers expertise in
end-of-life planning, executorship, and resilience building. She educates small
groups and families, helping them navigate issues related to death and dying,
empowering them to take control of their end-of-life journey to leave better
memories for loved ones.

Her expertise has been featured on CBC, and she has hosted over 60 Death Cafés. She
also contributed to the creation of Compassionate Alberta, a province-wide
project to raise awareness and provide resources for palliative care and
advance care planning.

With over 20 years in leadership, certification as an Executor Advisor, education in
funeral services, and experience as an instructional designer and facilitator,
she takes a practical and fun approach to helping people acknowledge their mortality and plan for their inevitable demise.

I have a BsC in Business Administration and majored in Finance and Economics. I am a Financial Advisor and service HNW in Sylvan Lake. I heard about CEA through our firm. 

Tyler started Hope Financial Solutions as a personal finance coaching business in 2021. Tyler has a heart to help those in grief and need, bringing clarity and stability to their financial situation as they mourn the loss of a loved one. As a CEA, Tyler is privileged to be able to step into situations of loss, and bring peace and clarity to the financial situation.

Tyler has been a fully accredited CPA since 2015, and recently completed his CEA accreditation. Tyler has worked in a variety of corporate financial roles for about 15 years before branching out to start his own business.

Tyler is happily married with one child, and lives on Waterford, Ontario.

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.

Leveraging my background in business and the credit union
system, I offer expert advice and empathetic guidance to those navigating the
complexities of executorship. I understand the emotional and logistical hurdles
firsthand—from making critical decisions about autopsies to navigating family
disputes and managing significant financial obligations.

Margaret Walker is a dedicated individual with a passion for family and community. Over the years, she has enjoyed walking and spending quality time with her loved ones. Margaret also has a creative side, indulging in crafts and games that bring joy to her and those around her. Her commitment to service is evident from her 13 years of volunteering with the Girl Guides alongside her daughter, fostering a spirit of teamwork and leadership in young girls. Margaret's diverse interests reflect her vibrant personality and dedication to enriching the lives of others.

Brenda has worked with the Scotia family for over 34 years, and with The Wilkins Group for more than 26 years.  Brenda is a Certified Financial Planner and holds the Fellowship of the Canadian Securities Institute.  Brenda is able to provide guidance on investment asset allocation solutions, financial planning including insurance and philanthropic strategies and estate and legacy planning.

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 Member of The Million Dollar Round Table.

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