Find a CEA

I have been in the role of financial advisor for the past 26 years, mainly in the advisory role in the field of investments as well as Estate Planning and consultation.  A main goal in working with my clients has been to effect an orderly and tax efficient transfer of wealth between generations. 

John Procenko has been providing Markham/Unionville residents with his special brand of warm, caring service based on his driven determination and over 30 years of industry experience.

With his extensive background in residential, commercial and investment real estate, clients know they’re getting the benefit of a conscientious, seasoned and caring professional with solid knowledge of the industry and its market trends. 

I have been with Edward Jones since 2016 and have been serving the West Kootenay's. We provided a unique learning and supportive enviroment for all of our clients. 

Brent Quinton is a senior wealth advisor with Sage Wealth Management Ltd.  Having trained as a CPA (CA), and holding a CFP designation provides a significant background in financial and tax matters.  Services are provided to all types of clients, with a specialty in helping small business owners manage and integrate their business operations and personal financial planning requirements.

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

Jeanette Ramnarine has been interested in the investment world from the time she bought her first bar of silver as a teenager and sold it for a profit.  She grew up in Prince Edward County and settled in the Quinte area where she resides with her husband Richards.  Jeanette and Richards have two adult children, Caleb and Maya.

Jeanette is a licensed financial advisor and insurance broker and along with her husband they run a joint financial practice. Together they work with clients and are co-owners of Forward Finances Wealth Management Inc.  Jeanette’s work and financial advice for families has appeared in various forms of media including newspaper, magazine, blogs and television.  She brings a unique creative approach to her clients with her knowledge and expertise in estate planning and wealth preservation.  Her authentic and compassionate nature and core values rooted in honesty and truly doing what’s in the best interest of her clients sets her apart from the rest.

An entrepreneur by nature, she has been involved in several businesses including owning and operating a music studio, publishing an award winning children’s book, “The 4 Little Pigs," and developing the 4 Piggies Financial Kit for Kids selling over 5000 books and 2000 kits throughout North America.

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

I believe you are the luckiest person in this world if your passion is your work. My passion is to genuinely connect with others, know their aspirations and help them out in any possible manner to attain those goals. The same goes for Edward Jones, whose investment philosophy is based on discovering the financial needs of clients and have processes in place to look after their financial wellbeing. It is all about fostering a lifelong relation with the client and celebrating the achievement of their financial milestones.

My passion for serving the community started with my Banking experience in which I helped individuals and business owners by providing banking solutions. Down the road, I realized that there is much more happening in an individual’s life for which proper planning and preparation could provide the much needed peace of mind. I came closer to understanding the fabric of life, when my parents started to live in retirement. At that time I realized the benefits of having a roadmap laid down beforehand so that the journey ahead is a comfortable one.

Be it preparing or living in retirement, purchase of a house, going on vacation, sending kids to college or leaving a legacy for your loved ones, all require foresight and dedication to stick to a plan. As part of Edward Jones and a team of dedicated professionals, I am able to better serve my community by making their dreams come true.