Find a CEA

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.

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.

Business solution specialist. Senior planning authority. Certified as an Elder Planning Counselor, Certified Executor Advisor and Certified professional consultant on aging. Completed Canadian Investment fund course with experience in GIF, Mutual Funds and private placements. Also led national employee benefits across Canada. With 20 years of financial experience and founder of Jacob Warren Financial Inc. we specialize in Executive Benefits and senior planning. Founder of Jacob Warren Financial Inc. and agingincanada.com

Provider of Fractional CFO/Interim CFO services for Public and Private/Family organizations

Hello, I am so glad you are reading this! I have my undergraduate degree in Science as well as L.L.Q.P. qualification. I am currently taking courses to complete my GBA and CEA. We are a firm is selective in the clients we take on, but our work is detail oriented and careful to ensure plans have been made to save, conserve and plan for risk. We are here for our clients, and when the time comes for wealth to be passed from one generation to the next we will be a part of that process keeping our clients wishes in mind.