Find a CEA

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.  

Holistic Financial Advisor helping individuals, families and businesses create wealth and preserve wealth.

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. 

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. 

With a career grounded in integrity, compassion, and specialized knowledge, Giovanni is more than a REALTOR® – he’s an advocate for older adults and their families navigating life’s important transitions. Based in Surrey/WhiteRock, British Columbia, John brings a deeply personal approach to real estate, blending professionalism with purpose for clients aged 55+ and their adult children.
John holds advanced credentials that distinguish him as a leader in senior – focused real estate

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.

With over 35 years of experience in the financial services industry, David has earned a reputation as a trusted advisor and leader dedicated to helping clients build, preserve, and transfer their wealth with confidence. Specializing in retirement and estate planning, he brings clarity to complex financial decisions, helping families and business owners create plans that reflect both their goals and their values.

As a Certified Executive Advisor, David works closely with clients and their chosen executors to ensure that estate plans are not only well-designed but also practical and executable. This designation reflects a commitment to bridging the gap between financial planning and estate administration, helping executors understand their responsibilities, avoid costly errors, and carry out their loved one’s wishes with care and precision.

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.