Find a CEA

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. 

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.

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 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.  

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.