Find a CEA

Andrew Smith, Financial Advisor, Andrew Smith Insurance Inc. Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company. Andrew Smith, Mutual Fund Investment Specialist, Mutual Funds offered through Co-operators Financial Investment Services Inc.

As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. We provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations.
Investments. Driven by our co-operative values, we put people – like you – first. Our personalized, easy-to-understand investing solutions are designed to help you meet your needs today and your goals for tomorrow.
Insurance. For more than 75 years, we’ve been helping Canadians protect themselves and their loved ones. And that’s not about to change. A strong financial foundation includes reliable coverage when you need it most.
Advice. Can’t decide between a TFSA and an RRSP? Not sure what the right long-term plan is for you? We provide straightforward, judgement-free advice, no matter where you are on your personal financial path.

Financial Advisor with over 22 years of industry experience. 

To work with ideal clients who value planning and
advice to achieve the retirement lifestyle that is most important to them by
developing a real relationship that adds value to their lives and ours. 

Our goal at ETP Canada is to help Executors administer an estate from start to finish, and provide a local, individual Executor option for clients that are looking for a qualified professional for their own estates. We offer various services such as Professional Estate Trustee Services, Executor Support and Coaching sessions, as well as POA and Estate Accounting packages.

Carley joined the ETP Canada team in early 2021 and is passionate about estate administration and helping Canadian families navigate life after death. It is very likely that when a family works with ETP Canada, they start the process with Carley, who organizes the gathering of information for the estate. Carley is also a key contact for clerks at law firms across Ontario when we prepare estate accounting statements; she helps to crunch the numbers and ensure the starting values are just right!

M. Jasmine Sweatman, B.A., J.D., LL.M., TEP.,
C.S., EPC, CPCA, 

Jasmine has over 30 years of extensive
experience in the field of estates and trust law, including estate planning, trusts,
powers of attorney, and estate and power of attorney litigation, and has developed particular
expertise in charitable bequest management. In 2022 Jasmine was awarded the Friend of CAPG by the Canadian Association of Gift Planners and in 2023 the Exemplary Gift Planning Advisor Award from the CAPG Greater Toronto Chapter.  Jasmine was designated a Certified Specialist in Estates and Trusts Law by
the Law Society of Ontario in 2004 and has been recognized by
Lexpert® as a leading practitioner in Estate and Trusts and Charities for over 2 decades, along with being peer-rated and
listed by The Best Lawyers in Canada in the specialty of Estates and Trusts
since 2009. The author of two books one on Powers of Attorney and Capacity (2nd edition) and the other on Bequest Management for Charities (2nd edition), Jasmine is also a frequent speaker and writer. 

H+T is a multi-generational financial planning and employee benefit advisory. We strive to encourage financial planning and education for individuals and families.

We have helped many families transition wealth and businesses between generations and are passionate about making that process as smooth and efficient as possible.

Our firm is co-owned between Crystal Taylor and Scott Holden CFP and welcoming newer advisors.

Financial Advisor with a focus on tax and estate planning and investing with protections and guarantees. Elder Planning Counselor. EPC

Laura Thompson is a Certified Financial Planner with the family owned business, Investia WPG.  She joined her father, Ed Thompson, in May of 2000 and her husband Christophe joined the business in 2008. Laura was born and raised in Winnipeg and in 1998 attained a Bachelor of Science degree in agriculture (Agribusiness) from the University of Manitoba.  

Since graduation University, Laura has completed the Canadian Securities course, Professional Financial Planning course and in 2001 obtained her Certified Financial Planner (CFP) designation.  In 2007 she completed her Branch Managers Course.   She is also a member of Advocis, an association for professional insurance and financial advisors.   Prior to joining Investia Wpg, Laura went to Europe on an backpacking trip.  She then returned to Winnipeg to take the position as Account Manager of Small Business at CIBC.   She spent over a year working in Winnipeg, but was transferred to Redvers, Saskatchewan to put her agribusiness degree to use.  Although she loved the small town lifestyle, her position at the bank limited the use of her investment and financial planning interests.   So, she returned to Winnipeg, to join the family business.

On the personal side, Laura is married to Christophe Rodrigue and has three children, Nicolas, Mikayla and Tobias.   Aside from family time, Laura has a love for travel, home decorating, animals & music.   Laura has volunteered her time on the St. Amant Foundation Board of Directors and the Planned Giving committee.