Find a CEA

Canadian Heritage Wealth & Estate provides retirement investment advice, estate planning advice, and business succession advice to individuals in Ontario. 

Jeffrey Poirier, Financial Advisor 

CFP, CLU, CHS, RIS

A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and protect their life's work by making wise choices. Working collaboratively with her client's professional advisors, Sandy provides clarity to identify the best solutions to help self-employed professionals and business owners find the right solutions to implement and achieve their financial security and independence goals.

Kam is a Senior Financial Consultant and uses a collaborative approach while implementing risk management and estate optimization plans for clients.

Kam’s areas of expertise include risk management strategies for business owners, advanced insurance strategies for estate needs, and tax mitigation techniques in the face of long-term planning needs. His passion is empowering people through knowledge, delineating complex information in palatable language and relatable explanations.

Investment practice management consultant, working with Discretionary Portfolio Managers and Investment Advisors who wish to build or refine their investment portfolios, reduce ad hoc and differentiate their practice from others.

The advisory role can be an isolating one, with a lack of clarity regarding which steps to take to achieve that next level. 

I serve as an advisor's sounding board to success by facilitating a series of one-on-one workshops focused on best practices in
investment management for advisors.

The end result is a
heightened level of conviction, which comes after they've taken a fresh look at
their practice, weighed the pros and cons in various areas, and made decisions based on what will have the
most meaningful impact.

My designations are CFP, FMA, FCSI and I worked for 12 years as a Discretionary Portfolio Manager and Investment Advisor for some of the world's best regarded investment firms.

As a Chartered Professional
accountant (CPA) and Certified Financial Planner (CFP), I have worked for more than 25 years with clients to enhance their financial well being and peace of mind by helping them manage
their financial, tax and estate planning needs. I partner with Investia Financial as an independent financial partner, licensed in both Ontario and Prince Edward Island. 

As an Elder Planning Counselor (EPC) I
recognize the needs of a growing aging population and offer age friendly guidance
and solutions to enhance financial and emotional well-being.

My mission is to provide professional, comprehensive and unbiased advice and to make appropriate product recommendations for all aspects of investment, risk management and estate preservation and planning solutions. 

Executors and trustees are invited to call on me and I'll help them understand and execute their mandates so that their fiduciary responsibilities to the testator, settlor and beneficiaries are uncompremised.

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 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.

As a financial services professional with over 30 years of experience, I am passionate about building rapport with my clients, earning their trust and helping Canadians reach their financial goals to ensure that their families are taken care of.  

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.

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.