Find a CEA

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.

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. 

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

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 Jane Liu 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 and ultra runner and is one of the Abbott World Marathon Majors 6-Star finishers. Running teaches me how to get better, help and inspire others to get better. It is similar to my purpose of work: helping others for better life in health, family, finance and purpose.

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

Hunter Wang, a seasoned financial advisor, embarked on his finance career journey early in life, driven by a desire to help support his family financially. With a commerce degree specializing in finance, Hunter leveraged his experience across diverse industries, honing skills in customer service, work ethic, and excellence.

With over 14 years in financial services, Hunter specializes in tax reduction strategies and financial product optimization. Currently pursuing CHS designations, he remains committed to expanding his expertise.

Beyond finance, Hunter actively volunteers, supporting new immigrants with the Canada Revenue Agency’s CVITP and fundraising for the Leukemia and Lymphoma Society of Canada. A proud MDRT member for a decade, Hunter combines professional excellence with a passion for giving back.

In his leisure time, Hunter enjoys travel, cooking, reading, and cinema. He maintains an active lifestyle through fitness, running, biking, hiking, and sports, including a newfound love for Latin dancing. Hunter’s affection for animals shines through his nine-year companionship with an English bulldog.

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.