Find a CEA

Locally owned boutique full service financial planning firm in the Annapolis Valley.  

Retirement Planning 

Estate Planning

Complete Financial Planning Process

Investments

Insurance

Vision Financial Inc. is an insurance and investment advisory firm based in Cochrane, Alberta that serves clients throughout western Canada. 

We offer our insight and expertise to clients seeking financial coaching for both personal and corporate affairs.

We believe in building strong relationships with our clients and pride ourselves in providing old-fashioned, professional service. By partnering with industry experts, we ensure that we can offer you a full range of products and services to meet the unique life situations and challenges experienced by your family or business.

Our insurance brokers are able to assist clients with quotes for life insurance, disability insurance, critical illness insurance, long term care insurance, health and dental plans, and travel insurance quotes. We also specialize in guaranteed-issue, non-medical exam insurance for seniors and clients with difficulty qualifying for traditionally underwritten insurance products. 

As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

In business as a CA since 1985, servicing small and medium sized clients for financial statement, personal and corporate tax returns.

SHANE NIXON, CFP®, CIM®, CLU®, CEA, BBA (HONS)

An industry veteran with over 25 years experience, we focus on a wholistic approach to wealth creation and preservation.  At Caledon Hills Private Wealth, we pride ourselves on our client service record and genuinely helping clients achieve their financial goals.

Victory Advantage Wealth & Asset Management Inc. is a dedicated financial services firm offering personalized expertise in estate planning, retirement planning, business incorporation, financial planning, and tax planning. With a focus on empowering individuals, families, and business owners, they guide clients through critical financial milestones using a collaborative and client-centered approach.

Velma Noble brings a warm, compassionate, and hopeful therapeutic stance to her private counselling practice established in 2004. She employs a holistic approach (mind, body, and soul) that is equally balanced with a practical, strength-based approach. By forming safe therapeutic relationships with her clients, Velma helps facilitates a healing process that brings relief or resolution to distressing emotions or life situations.Primary areas of clinical focus include depression and anxiety, grief and loss, major life transitions, stress management, marital enrichment, divorce care, family communication, spiritual care, empowerment and assertiveness training. Velma also offers individual, couple, family counseling services as well as a number of unique group programs such as: phototherapy and CALM: a unique program for individuals recovering from marital separation.Velma has a Master of Arts degree in Pastoral Psychology and Counselling. She is a Canadian Certified Counsellor (CCC) through the Canadian Counselling and Psychotherapy Association. In addition, she is a Pastoral Psychotherapist (# 477AB11) with the Professional Association of Canadian Christian Counsellors. She completed a BA in Sociology and Economics from Acadia University, and Supportive Counselling diploma from Mount Royal University. Velma brings twenty years of experience as a financial advisor and life coach.

Our business, in conjunction with our partners, offers:

-Estate Planning

- Bookkeeping and Mentoring for Small/Medium Businesses and Individuals

-Tax Efficient Retirement Planning 

-In depth Financial Planning

-Insurance (Life, Disability, Critical Illness, and  Group Benefits)

I graduated from École Technique et Professional (University St. Boniface) in 2002; I joined Talbot & Associates shortly after that.
In 2012, I obtained a bachelor of commerce degree from Laurentian University, and a Certified General Accountant (now Chartered Professional Accountant) designation later that year.

After obtaining my CGA designation, I became one of T&A’s partners, then also, St. Boniface Office Manager.

I provide accounting and tax services, as well as consulting services to personal and corporate clients. I also manage our Trusts and Estates tax department.

Edward C. Northwood is the resident U.S. attorney in the Toronto Office of the Firm and heads the private client group. He concentrates his practice in U.S. domestic and international tax matters involving estate planning, family business planning, charitable planned giving, trust and estate administration, and executive compensation. Mr. Northwood is a frequent lecturer and has presented papers relating to cross border planning issues for the Canadian Chapter of the Society of Trust and Estate Practitioners (“STEP”), the American College of Trust & Estate Counsel (“ACTEC”), the Canadian Bar Association (“CBA”), the American Law Institute – American Bar Association (“ALI-ABA”), the New York State Bar Association (“NYSBA”), and The Canadian Tax Foundation. He is a Fellow of ACTEC, a member of the Executive Council of The International Academy of Estate and Trust Law, a member of the Toronto Estate Planning Council, and a member of the Toronto branch of the STEP, where he serves on the Board of Directors. Mr. Northwood was named as the 2010 Volunteer of the Year of STEP Canada.Mr. Northwood received his J.D. degree, cum laude, from the Law School of the State University of New York at Buffalo, an MA degree from the State University of New York at Albany, and his undergraduate degree from Brown University.Mr. Northwood’s practice is limited to U.S. law.