2026

Town Criers, Elevator Men, Cigarette Girls, Phrenologists, Telephone Operators and Physiognomists are no longer, but Certified Executor Advisors are here to stay, because Canadians depend on them for everything they do. From estate planning for testators to estate settlement for heirs, and everything ‘executor’ related in between, CEAs are engaging, networking, educating, connecting the dots, and making things happen from coast to coast to coast. How do they add value, and how do they receive value, so they can keep doing what they do? We’ll look at four of the seventeen CEA professions to help shine a light on this tricky subject. From conversation to compensation, let’s get started!

Most estate plans focus on transferring wealth. Great legacy plans focus on transferring happiness, purpose, values, and relationships.
Research from Elizabeth Dunn and Michael Norton suggests that people derive the greatest happiness from five specific uses of money: Buy Experiences, Make It a Treat, Buy Time, Pay Now–Consume Later, and Invest in Others. The opportunity for advisors is to move beyond “Who gets the money?” and toward “What is this money meant to do?”