Our team

Cheryl Maloney

Certified Executor Advisor, Oakville Office

Cheryl Maloney is a Chartered Professional Accountant and a Certified Executor Advisor. She graduated from the University of Alberta with a Bachelor of Commerce and later completed her Certified Management Accounting designation. Cheryl joined Caldwell Securities Ltd. in 2018 and works out of both the Oakville and Toronto offices.

Cheryl was motivated to complete her Certified Executor Advisor designation for personal reasons. Through this process, she has come to the realization that most Canadians are not equipped to succeed in the role of Executor. Having a successful estate transition is dependent upon the performance of the Executor. Without their success, estates face undue delays, asset erosion, legal challenges and family strife. Her mission is to educate people on the importance of setting up your Executor for success.

Cheryl’s focus involves developing a roadmap to help facilitate a successful legacy transfer, while identifying and recommending mitigation strategies for risks to your estate and the Executor personally.

Outside of work, Cheryl is an avid curler and enjoys spending time and travelling with her family and friends.