Though the boomer generation was born from 1947 to 1967, the huge surge in Canadian births began in 1937, and those people all turned 80 in 2017. The testator era isn’t coming soon; it has arrived. The Conference Board of Canada called the massive wave of births “a slow-motion demographic tsunami, about to hit the Canadian economy”. This is one wave you don’t want to miss!
The CEA designation is designed to provide applicants with broad, practical knowledge in all of the 17 disciplines required to advise an executor/executrix. This knowledge empowers you to engage with executors; the most trusted and influential people in their testator parents’ lives and those with vested moral and legal responsibility for successful estate settlement.
Depending on your profession, you’ll want to engage executors, but you’ll need to be recognizable to the executor as the professional who can help them. The Certified Executor Advisor (CEA) designation makes it clear.
Mark is president of the Canadian Institute of Certified Executor Advisors. He has given hundreds of seminars across Canada, to the public, professional groups, Canadian businesses, industry symposia, and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 30 years.
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