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Surrey, BC Surrey, BC

At Timeless Financial I understand that every financial situation is unique and managing your wealth can be complex and time-consuming.

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the… Read more »

Area serviced: Surrey, BC; Abbotsford, BC; Burnaby, BC; Delta, BC; Chilliwack, BC; Langley, BC; Maple Ridge, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; West Vancouver, BC; White Rock, BC; Vancouver, BC

604-808-9351

Steve Preece, CEA
Financial Advisor

Calgary, AB

I am a Financial Wealth Advisor with 14 years experience helping individuals prepare for, and transition into, retirement.
I work with my clients to help them develop a tax efficient income stream in retirement while maximizing their government… Read more »

Area serviced: Calgary, AB

587-288-6618

Kenneth Prentice, CEA
Financial Advisor

Stouffville, ON

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… Read more »

Area serviced: Stouffville, ON

905-640-9559

John Procenko, CEA
Broker

Markham, ON

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… Read more »

Area serviced: Markham, ON; Stouffville, ON; Toronto, ON; Whitby, ON; Richmond Hill, ON; Aurora, ON; North York, ON; Newmarket, ON

905-472-7155

Ron Pugsley, CEA
Account Executive

Regina, SK

Area serviced: Regina, SK

3067894999

Tricia Pujos-Michel, CEA
Financial Advisor

Castlegar, BC

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.
Read more »

Area serviced: Castlegar, BC

250-365-0849

David Quinton, CEA
Regional Vice-President

Halifax, NS

Area serviced: Halifax, NS

9024888808

Brent Quinton, CEA
Senior Wealth Advisor

Edmonton, AB

Area serviced: Edmonton, AB

7809820218

Sandra Quon, CEA
Director & Wealth Advisor

Toronto, ON

Area serviced: Toronto, ON

416-982-2790

Zul Rahim, CEA
Financial Advisor

Toronto, ON

Area serviced: Toronto, ON

416-318-7491

Lise Rainville-Sommerfeld, CEA
Senior Financial Advisor

Orleans, ON Ottawa, ON

Area serviced: Orleans, ON; Ottawa, ON

613 833 0317
6135678266 ext 2230

Crystal Ramage, CEA
Regional Director

Owen Sound, ON

Area serviced: Owen Sound, ON

5193760095

Nan Ramey, CEA
Client Service Associate

Bridgewater, NS

# Read more »

Area serviced: Bridgewater, NS

9025413101

Jeanette Ramnarine, CEA
Financial Advisor

Belleville, ON

Area serviced: Belleville, ON; Kingston, ON; Ottawa, ON

613-967-9669

Rodney Rattray BA, PFP, CEA
Certified Executor Advisor and Estate Coach

St. Thomas, ON

With 30+ years experience in banking, credit unions, charitable organizations and as a business entrepreneur coaching people about their personal finances and small business, it is my privilege to financially coach and advise Executors, Administrators… Read more »

Area serviced: St. Thomas, ON; Aylmer, ON; London, ON; Woodstock, ON; Chatham-Kent, ON; Tillsonburg, ON

519-852-2693

Area serviced: Calgary, AB

I am a Financial Wealth Advisor with 14 years experience helping
individuals prepare for, and transition into, retirement.

I work with my clients to
help them develop a tax efficient income stream in retirement while maximizing
their government pensions.

As a Certified Executor Advisor, I also help my clients with
their Estate Planning to maximize their wealth transfer.

Area serviced: Stouffville, ON

Area serviced: Markham, ON; Stouffville, ON; Toronto, ON; Whitby, ON; Richmond Hill, ON; Aurora, ON; North York, ON; Newmarket, ON

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.

Area serviced: Regina, SK

Area serviced: Castlegar, BC

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.

Area serviced: Halifax, NS

Area serviced: Edmonton, AB

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.

Area serviced: Toronto, ON

Area serviced: Orleans, ON; Ottawa, ON

Area serviced: Owen Sound, ON

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.

Area serviced: Bridgewater, NS

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

Area serviced: Belleville, ON; Kingston, ON; Ottawa, ON

Jeanette Ramnarine is excited about her new role as a Certified Executor Advisor and assisting her clients at all stages of life. She 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.

Area serviced: St. Thomas, ON; Aylmer, ON; London, ON; Woodstock, ON; Chatham-Kent, ON; Tillsonburg, ON

With 30+ years experience in banking, credit unions, charitable
organizations and as a business entrepreneur coaching people about their
personal finances and small business, it is my privilege to financially
coach and advise Executors, Administrators and families through such a
life-changing event as death of a family member.

I also assist to help you "Set Your House In Order" before a death
occurs by preparing a Will and Powers of Attorney. This proactive step
saves tremendous time and frustration in the future.