Find a CEA

St. John's Dixie Cemetery and Crematorium is a Non-for-Profit organization that works with many Funeral Homes in the GTA. We work with families when selecting a final resting place.

Dana Osburn CPCA CFP has over 25 years experience in financial and estate planning.  His clients throughout south central Ontario are individuals and business owners who are sincerely interested in the best outcomes for their families and their employees. 

At Alta Vista our team of specialists Is here to guide you toward greater clarity and peace of mind as you anticipate or begin to serve as an executor/estate trustee. Our process begins with a short ‘fit’ meeting to get acquainted and to help determine next steps.

Reach out to us today! 

Getting Your Affairs In Order is a funeral pre-planning service, created to help people and their families prepare for end-of-life and ensure their final wishes are carried out. Services include will preparation, funeral arrangements, repatriation travel insurance, and final document service/executer assistance.

I have been practicing Real Estate Estate law for 33 years in both British Columbia and Alberta. What is unique about my practice is my passion for the law and my compassion for the clients.   

 I do not have a business at this time. I have worked in the cemetery
industry for over 30 years. Over these many years, I have heard many
terrible stories from those who’ve served as an executor, or have a
sad tale about someone else who served as an executor.

As I look towards
retirement, I feel becoming a Certified Executor Advisor will provide
me a way to continue serving families in my community. 

Continued
service to my community may take the shape of my own business,
especially in the short term, or working with a local funeral home.
My present employer has no interest in a CEA at this time.

I hope that the
above is sufficient to allow me to move forward in becoming a CEA.

Thank you.

As the Vice President for Philanthropy & Communications at Broadmead Care, one of my responsibilities is to steward donors within our legacy giving program. Through a gift in their Will, donors can help secure the future for the veterans, seniors, and adults with disabilities who live in one of our five Care Homes.

Jigarkumar Patel

Jigarkumar
Patel is a graduate of Gujarat University with a bachelor’s degree in chemical
engineering.  He procured certification
as a Charter Life Underwriter (CLU) in 2021 and a Certified Financial Planner
(CFP) in 2022. Jigarkumar is a licensed insurance professional with extensive
knowledge of a variety of insurance products, specializing in life insurance
and living benefits.

Jigarkumar
is an experienced insurance advisor and, since 2016, the founder of A Saachi
Insurance and Investment Services Inc. With over 10+ years of experience in the
insurance industry, Jigarkumar has built a reputation for providing
comprehensive insurance solutions tailored to his clients' unique needs. He has
been working with PPI since 2010 as an advantage advisor.

Jigarkumar's
expertise lies in helping individuals & business owners navigate the
complex world of insurance, providing personalized guidance and support to
ensure they have the coverage they need at a price they can afford. His
commitment to his clients' satisfaction has earned him loyal and long-term
relationships.

Jigarkumar
acts as C.F.O. for his clients to provide estate planning, retirement funding
planning, corporate re-organisation and tax planning strategies. He has
established network of professionals - accountant, estate lawyer, money manger,
lenders to provide 1 shop solutions for his clients.

When
Jigarkumar is not working with clients, he enjoys spending time with his family
and is an avid watcher of films. 

Email: jigar@saachinsure.com

Cell: 647 403-5560

www.saachinsure.com

I am a graduate of St. FX University (B.B.A. 1982) and have been in the Financial Services Industry for almost 23 years. 

The current focus of my practice is to offer my clients support in every aspect of their pursuit of financial security.    

Carlos Perez has over 20 years experience as a Senior Wealth Advisor at Scotia Wealth Management in Toronto.  Leads a 5 person team focused on helping families located both in Canada and in select jurisdictions abroad meet their financial goals within the stability and strength of the Canadian financial system.