Find a CEA

Professional Summary:
Experienced Financial Planner with a demonstrated
history of working in the financial services industry. Skilled in Retirement,
Taxes, Estate, Investment, Risk Management, Training, Finance, and Insurance.
Strong finance professional graduated from Advocis, CICEA, CIFP, Knowledge
Bureau and FP Canada.

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Kelly began his financial planning career in 1989 with
Canada Life as a Career Agent.  He left Canada Life and went into practice
with Ken Holliday to form H & A Financial Advisors in 1996.

Kelly earned his designation as Chartered Life Underwriter
(CLU) in 1994 and his Chartered Financial Planner (CH.F.C) and Certified
Financial Planner (CFP) designations in 1997.  He has been a member of
Advocis and the National Association of Financial Planners since the start of
his career.  Kelly also served 2 terms as chairman for the complaint and
investigation committee of the Life Insurance Council of Saskatchewan.

My name is Ashley Akers I am a Law Clerk with Miltons Estates Law. I began my career in estates 8 years ago after graduating from the Northern College Law Clerk Program. I enjoy advising executors and loved ones from start to finish of the long process of estate administration, which in turn helps to ease their anxiety and stress. I strive to always be helpful and empathic in the sometimes daunting world of estate administration. 

We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

I have been practicing in the family market for the past 50 years as a Financial Advisor/Insurance & Investments Broker. My clientele has grown old with me making the CEA designation even more useful to my clients now.

I am about 95% retired as I have sold my Life Insurance Book of Business in 2020 and my Investment Book of Business in 2021. However, 7 of my Investment clients requested that they remain with me. There is no new business coming from these 7 clients. 

I will be 100% retired at the end of 2023. 

Dixie Allen, CEA is a seasoned business professional with 4 decades of experience in the Financial services industry. A McGill management institute graduate bringing her wealth of wisdom and knowledge on Personal Financial Planning, Investments, Insurance  and Estate Planning to her clients. 

As an author and public speaker, she has been a pioneer in bringing matters of personal financial planning to the Canadian public. Her book Here's The Plan is widely held as a go-to book by financial advisors across the country. 

Today, her leadership skills and expertise is providing direction to Estate Executors and Legacy Planning.

"Legacy Planning is not a product, it is a process" Dixie Allen, CEA 

Joining the insurance industry in 2003, Gurbinder brings
almost 2 decades of sales experience working the financial services fields.Gurbinder first started his
journey in the insurance industry as an advisor and from there has held many
positions – such as inside wholesaler, external wholesaler, sales manager for a
national MGA, a Regional Vice President for an insurance
carrier, and most recently a Business Development Executive for another national MGA. Gurbinder is a strong believer in continuing education, most recently
receiving his EPC designation. Gurbinder was voted one of the top 14
wholesalers in Canada in 2016 by the Life | Health Professional magazine. In
December 2018, Gurbinder joined the Insurance Council of British Columbia as a
non-voting member. Gurbinder regularly consults with different insurance
carrier partners on product and marketing development. Recently, in March 2021,
Gurbinder was interviewed for MoneySense magazine to provide transparency on
advisor roles and compensation. Gurbinder currently holds the following designations - QAFP™, CHS, CEA, EPC, FIC, ALMI, ACS.

My mission, is to help Canadian achieve lifetime financial security should they live to long, die too soon, or become sick or disabled.

Currently i hold the following designations:

CFP

QAFP

CLU

CEA

CHS

and a Bachelors in Finance. 

Bill is a Certified Executor Advisor, Lifestyle 55+ Master REALTOR® with Lifestyle 55+ Network Inc. and REALTOR® with EXP Realty Brokerage. With a background in wealth management spanning nine years before transitioning to real estate in 2015, Bill identified a crucial gap in the industry. He observed that financial planners and investment advisors lacked a trusted REALTOR® in their network who understood the unique needs of their 55+ clientele. This realization motivated Bill to cultivate relationships with financial planners and investment advisors to enhance the quality of life for the 55+ demographic and their middle-aged children. 

I am one of the founding partners of the Family Wealth Counsel Advisory Group.

We are a fee-based practice focused on helping individuals manage the complexities of family financial matters through comprehensive financial, investment, tax, corporate, estate and philanthropic planning.

We offer discretionary and non-discretionary portfolio management services, tax filing, and an objective review of current planning strategies including; wills, powers of attorney, trust documents and shareholder agreements.