Find a CEA

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.

Specializing in structuring Tax-efficient strategies using Life Insurance, to build and conserve wealth. 

If paying less tax, promoting your wealth, and preserving your estate is your goal, talk to Adnan Parwez, Executive Benefits Advisor at Parwez Financial Group in Regina. Business Owners, Farm Owners, and Professionals can pay less tax, increase their tax-sheltered assets, and preserve more of their sweat equity for themselves and their families when they take advantage of the planning and products used to accumulate wealth. Adnan shows you how and specializes exclusively in tax-exempt strategies from top-tier providers.

Adnan collaborates and coordinates with specialists in tax, corporate, farm, and estate law, tax accounting, investments, and financial planning to ensure you get the best advice. In this way, Parwez Financial clients, their partners and shareholders, and their families get top advice with just one professional contact. We will work with your professional team, or you can work with ours. When you do, you will increase your financial security, peace of mind and quality of life.

Designations: CFP, CLU, CHS

I am a graduate of St. FX University (B.B.A. 1982) and have been in the Financial Services Industry for almost 25 years. 

The focus of my practice is to provide my clients and their families with the support needed to achieve and maintain 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.

I am the owner of a senior move management and estate dispersal company in Victoria, BC.  We assist executors with tasks such as shipping to beneficiaries, preparing the home for sale, dispersal/sale of remaining household contents and connecting them with other services they require such as realtors, appraisers, lawyers, yard maintenance, etc.

I advise members on retirement, estates, and wealth building. Helping them save on taxes, debt, and maximize growth efficiency.

Sorting through the myriad of wealth management options has become a frustrating task for many investors. That, combined with the demands of everyday life makes it a difficult for individuals and families to dedicate the time to manage their wealth effectively on their own. Our clients appreciate the value of having a team of professionals to help them with their complete wealth strategy including Investments, Retirement Planning, Insurance, Estate Planning, Tax Planning and Education Funding. 

At Appleby Private Wealth Counsel we take an integrated approach to helping our clients reach their goals. That means bringing together your Investments and Insurance opportunities with your Retirement and Estate Planning goals. The resulting Wealth strategy is more efficient and less time consuming for you. All along the way, we will show you all your options, give you completely independent advice and work to reduce your fees. We'll help you establish your short and long term goals and make sure you aren't missing any important opportunities or risks. Your personalized investment plan combined with Insurance strategies will protect you and your family from unexpected events and help you reach your long term Wealth goals. We focus beyond the timing of markets by creating a personalized portfolio tailored to your objectives and risk and by adhering to our supremely disciplined process, asset allocation and re-balancing strategy.