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What is a Certified Executor Advisor?

​Certified Executor Advisors are experts in their own field, but also have broad practical knowledge of everything the executor will have to deal with.

They’re uniquely equipped to steer executors away from potential problems and toward the professionals that will help in the process.

They work with other professionals to ensure execution of various financial activities, such as lawyers, mortgage brokers, real estate agents, accountants, property appraisers, funeral directors, mental health counsellors, etc.
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  • Home
  • About Us
    • Contact
  • Investment Products
    • Exchange Traded Funds
    • Socially Responsible Investing
  • Wealth Creation Solutions
    • Insurance
  • Life Changes
    • Certified Executor Advisor
  • Resources
    • Common Questions
    • Guidelines in Selecting a New Advisor
    • Articles & Updates
  • Client Portal