Find a CEA

I have served our clients in the Financial Services business for more than 35 years. The past 24 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.

Herod Financial Services is a cutting edge financial firm
that specializes in providing personalized financial solutions to individuals
and business.  With a team of skilled professionals and advanced
technology, we offer a range of services including wealth management, estate,
retirement and multi generational planning, tax strategy and investment
advice.  Our approach is tailored to the unique needs and goals of each
client, with a focus of maximizing returns and minimizing risk.  At Herod
Financial Services we pride ourselves on our superior customer service,
attention to detail and commitment to helping our client achieve financial
success.

I'm an Insurance Advisor and Life Insurance Broker with over 20 years experience helping families accumulate wealth, identify tax management opportunities, and review estate and intergenerational wealth transfer plans.      

Nadia is a gift officer with Doctors Without Borders/Médecins Sans Frontières (MSF) Canada, which provides emergency medical humanitarian care to people affected by conflict, epidemics, disasters, or exclusion from healthcare. We provide assistance based on need, regardless of ethnicity, gender, religion or political affiliation. We also speak out about the suffering we witness while carrying out our work.

Nadia is becoming a CEA to improve her skills and knowledge to guide donors towards making their best gifts by wholistically considering their life situation and legacy plans.

I am a Member service Supervisor for Access Credit Union. I deal with estates on a daily basis and would like to broaden my knowledge with respect to handling estates and providing advice for estate administrators.