Canadian Institute of Certified Executor Advisors

04/02/2026

You’re absolutely right Kait O'Reilly There are many responsibilities involved in serving as an executor or executrix. It’s important to understand that the role comes with personal liability as well as a significant time commitment.

Why work with a Certified Executor Advisor (CEA)?

Because being an executor isn’t just an honour — it’s a responsibility that comes with legal, financial, and emotional complexity.

One of the most valuable tools you can leave behind for your executor is a well-prepared Executor Information Form.

This isn’t just paperwork — it’s clarity.
A comprehensive Executor Information Form provides:
• A complete snapshot of your assets and liabilities
• Key contacts (lawyer, accountant, financial advisor)
• Location of important documents (your original will, insurance policies, titles)
• Digital assets and access details
• Funeral wishes and personal instructions

Without it, your executor is left searching, guessing, and often incurring unnecessary delays and costs.

With it, you’re giving them:
✔ Confidence
✔ Direction
✔ Efficiency during an already difficult time

As a Certified Executor Advisor, the role is to ensure your executor is set up for success — and that your wishes are carried out exactly as intended.

Planning ahead isn’t just about distributing assets.

It’s about making things easier for the people you leave behind.

If you haven’t prepared your Executor Information Form yet, now is the time.

Canadian Institute of Certified Executor Advisors

03/29/2026

11/28/2025

NOW is the Time to Register to Get Your Fastest Refund on CEA Tuition!

The CEA qualifies for the Canada Training Credit, meaning you could get a 50% refund when filing your taxes.

Yearend (Now) is the quickest turnaround on that refund because tuition has to be a 2025 expense to qualify.

If you:

…aren’t a CEA yet, you can also save $200 plus applicable taxes at: https://cicea.ca/register using the coupon code RAMP2026

…are a CEA already, consider sharing the coupon code RAMP2026 with your colleagues in other professions so you have a seminar and referral team ready to go in the new year.

Remember we have customizable PowerPoint presentations for TEN professions, ready to go, all 15 minutes in length with no overlapping content for easy CEA team seminars.

If you need CE credits:

…this year, you still have time to complete the course and get up to 30 CE credits.

…next year, enrol this year for the tax refund and don’t take the exam until January, so your CE credits fall into 2026, but you still get the quickest possible 50% refund.

IF you still have questions about why YOU should be a CEA, write to: [email protected]

Wishing you a fabulous yearend!

11/20/2025

CICEA congratulates the newest Certified Executor Advisors (CEAs) who earned their designation in Q3 2025. Their commitment to professional growth exemplifies commitment to excellence and growth in estate & legacy planning.

The CEA designation signifies more than a credential—it reflects a dedication to providing exceptional service and expertise.

Congratulations!

10/27/2025

We are thrilled to welcome Financial Horizons as our Platinum Sponsor for the National Estates & Legacies Summit (SOLD OUT!) on Thursday, October 30, 2025, at the Mississauga Grand, ON.



This first-of-its-kind National Event will bring together 100+ estate planning professionals — including Certified Executor Advisors, accountants, lawyers, financial & insurance advisors, and thought leaders — for a full day of CE-accredited learning, networking, and collaboration.



Daniel Collison Mark O'Farrell, BA, CLU, CHFC, TEP, CEASally Swanburg Wallace Advice2Advisors Canadian Institute of Certified Executor Advisors (CICEA)

10/23/2025

We are thrilled to announce Equisoft as our Official Sponsor of the Equisoft Exhibitors Reception for the National Estates & Legacies Summit (SOLD OUT!) on Thursday, October 30, 2025 at the Mississauga Grand, ON.


This first-of-its-kind National Event will bring together 100+ estate planning professionals — including Certified Executor Advisors, accountants, lawyers, financial & insurance advisors, and thought leaders — for a full day of CE-accredited learning, networking, and collaboration.



National Estates & Legacies Summit co-presented by CICEA & A2A

10/15/2025

We are thrilled to announce Empire Life as our Silver Sponsor of the National Estates & Legacies Summit (SOLD OUT!) on Thursday, October 30, 2025 at the Mississauga Grand, ON.


This first-of-its-kind National Event will bring together 100+ estate planning professionals — including Certified Executor Advisors, accountants, lawyers, financial & insurance advisors, and thought leaders — for a full day of CE-accredited learning, networking, and collaboration.



National Estates & Legacies Summit co-presented by CICEA & A2A

10/14/2025

We are thrilled to announce Gordon's Downsizing & Estate Services Ltd. Brokerage as our Bronze Sponsor for the National Estates & Legacies Summit (SOLD OUT!) on Thursday, October 30, 2025 at the Mississauga Grand, ON.

This first-of-its-kind National Event will bring together 100+ estate planning professionals — including Certified Executor Advisors, accountants, lawyers, financial & insurance advisors, and thought leaders — for a full day of CE-accredited learning, networking, and collaboration.

07/31/2025

Ontario Superior Court appoints new estate trustee due to failure to act in an estate dispute




He also made unsubstantiated allegations which amounted to an abuse of the litigation process: court

07/29/2025

Blended family wills and estates issues

Blended Family Wills. There still remain many questions and concerns about the Wills Variation Act as it applies to today's society.