Find a CEA

CORE Partners is a select group of experienced, likeminded Financial Professionals at Investment Planning Counsel who share a common goal: to assist clients by maximizing opportunities. With over 100 years of combined advisory experience, CORE Partners uses a defined approach for financial planning that will assist clients to accumulate, preserve and manage their wealth. As an independently owned, fee based advisory firm, CORE Partners provides unbiased financial advice to individuals, business owners and their families.

I am a Client Service Associate and work for TD Wealth Private Investment Advice. Our team does Customized Wealth Planning in areas of Retirement, Tax, Investment and Estate just to name a few

I am wealth advisor in which I practice wealth management. I help clients navigate thru complexities that wealth creates.My professional designations are as follows:CFP,CIM,CLU,ChFC,EPC,RFP,TEP

Business solution specialist. Senior planning authority. Certified as an Elder Planning Counselor, Certified Executor Advisor and Certified professional consultant on aging. Completed Canadian Investment fund course with experience in GIF, Mutual Funds and private placements. Also led national employee benefits across Canada. With 20 years of financial experience and founder of Jacob Warren Financial Inc. we specialize in Executive Benefits and senior planning. Founder of agingincanada.com

Provider of Fractional CFO/Interim CFO services for Public and Private/Family organizations

Hello, I am so glad you are reading this! I have my undergraduate degree in Science as well as L.L.Q.P. qualification. I am currently taking courses to complete my GBA and CEA. We are a firm is selective in the clients we take on, but our work is detail oriented and careful to ensure plans have been made to save, conserve and plan for risk. We are here for our clients, and when the time comes for wealth to be passed from one generation to the next we will be a part of that process keeping our clients wishes in mind.

Antoine Rempp is a bilingual insurance broker (English and French). He's also a certified cash flow specialist, and co-author and publisher of two books: "Live Your Life Insurance - Canadian Edition" and "The Wealthy Physician - Canadian Edition". 

His passion is to help his clients ensure that they will be looked after if they're sick, disabled, or even die leaving a family behind.

His expertise in the insurance field, along with his knoweldge of estate planning will make him an invaluable asset for your succession planning and lifestyle protection.

He specializes on working with professionals and business owners on solutions that allow them to move money out of their corporation on a more tax advantaged basis.

I am a Registered Professional Accountant I provide accounting services , personal taxes, terminal tax returns, rights or things returns. corporate taxes and trust returns also provide management consulting services, controller services.