Find a CEA

I am Director of Estate & Trust services at ScotiaWealth Management

Financial advisor for 30 years. Tax professional for 15 years. 

Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry. 

Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services. 

Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.

I assist Executors and Administrators with Will / Estate matters

A 35 year licensed Funeral Director, owner of multiple locations and interests.  Often asked difficult questions when others are unable to be located, I needed to know the answers.  Death is 24/7 answers need to be too. 

After having worked in the new construction area for several years as an In House Sales Representative and Design Centre Assistant I became a Licensed Realtor in 2007.  Ongoing education and experience is as essential to my business as referrals.  Designations I have achieved include Broker, ABR (Accredited Buyer Representative), and SRES ( Seniors Real Estate Specialist).  I look forward to utilizing my background and resources to assist people with their real estate goals.

Connie Forsyth, CPA TEP, is an Associate at Good Redden Klosler LLP, a mid-sized firm in Simcoe, Ontario servicing owner-managed business owners through an integrated model uniting accounting, taxation and financial planning expertise. 

I have been an advisor for more than 30 years, serving the needs of clients primarily in Southern Ontario. Along with my son, Michael Fox, we implement and update comprehensive financial plans for our clients for retirement planning, estate planning and business succession planning utilizing investment securities, banking and insurance solutions to meet our client's needs.

Family Business for over 5o years servicing the Port Colborne and surrounding areas.

Insurance speicalist/ financial planning

Adam Funnell is an experienced financial professional and the President of Funnell Insurance Group Ltd, where he leads a dedicated team offering comprehensive insurance, financial planning, and asset management solutions. With a Chartered Life Underwriter (CLU) designation and a focus on advanced financial strategies.

Adam works closely with individuals, families, and business owners to develop customized plans that align with their life goals. Whether it’s optimizing retirement income, planning an estate, or structuring insurance to support succession or legacy planning, Adam brings clarity, creativity, and integrity to every client relationship.

In the business over 40 years, CLU, CFP, CHFC, CHFS, CHS, EPC, CPCA.    Deal in the older age market - most clients are seniors.    Licensed to sell money and life products.     

I am a CPA and providing the tax consulting services to my clients. My clients are getting aging and I believe it's very necessary to become a Certified Executor Advisor for my clients.