Find a CEA

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 do this because my granfauther was killed I  a farm accident and the handling of the estate was almost as tragic as losing him. I got my CEA designation to make sure the estate problems don't happen to other family's.

We are here to support Executors in completing their duties effectively and efficiently.  

Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011.  

Samuel focuses on providing insurance and estate plans to recently graduated professionals as well as young families and business owners. His goal is to ensure that your insurance and estate plans will help to protect you, your family and business despite any of life’s unforeseen obstacles.

Samuel graduated from University of Western Ontario in 2011 and in 2012, graduated from the Financial Services Practitioner Graduate Program at Seneca College.  Samuel is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU). Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).

Tara Webster offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We are a community-driven practice, based in Sarnia, and are committed to Lambton and the surrounding area. We’ve provided wealth management services since 1992.

Our team will:

• Simplify your entire financial life
• Create peace of mind by reducing your financial concerns
• Guide you through critical financial events including your estate planning needs
• Deliver tax-efficient strategies across all aspects that improve your financial position
• Proactively adjust your plan as opportunities are identified

I believe that everyone should experience financial freedom and peace of mind which is why I am committed to helping my clients improve their financial well being. 

Together we will build and follow the living plan, taking into consideration wealth management, tax minimization, risk assessment and estate planning with a focus on knowing how assets transition to the next generation.   

In addition to  holding a Certified Financial Planner, CFP designation, I am an Elder Planning Counsellor, EPC and Registered Retirement Counsellor, RRC.  These designations offer an depth understanding of the unique needs of those nearing retirement and already retired. 

As a Responsible Investment Specialist, RIS I help clients incorporate environmental, social and governance (ESG) factors into the selection and management of their investments. 

I offer custom advice to each clients specific situation, inspiring financial confidence.   

Rick provides expertise and financial counsel to professional athletes, entertainers and their families. Together with the Advisors at ONE Sports + Entertainment Group LLC, Rick incorporates estate planning and multi-jurisdictional wealth strategies into the client’s existing Wealth Management Plan. With a strong knowledge of both German and French, Rick has extensive experience servicing High Net Worth clients and Athletes in Continental Europe, having spent 4 years with the International division of a major Canadian Financial Institution.

With over 37 years of experience in the financial industry, Rick brings his significant strengths in the key areas of will-planning to the ONE Sports team. Rick has a BA from Wilfrid Laurier University, has earned his PFP (Personal Financial Planner) designation from the Canadian Securities Institute, his CSC (Canadian Securities Course) from the Canadian Securities Institute and is a Registered Trust and Estate Practitioner (TEP). Rick is a Waterloo Ontario Canada based graduate of SMWW’s Hockey GM & Scouting Course in March 2020. His scouting market is concentrated in South Western Ontario with a keen interest to serve the German market, specifically in the Penny DEL and DEL II leagues.

When not spending time with his wife, adult children and two grandchildren, Rick enjoys golf, skiing and travel.