Find a CEA

· 
Dan has over 30 years of experience in the financial services industry

· 
he is a co-founder and Managing Partner with financial education
firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all
tenures

· 
he is a CFP and TEP

· 
Dan is a Board Member of the FP Foundation and past Chair of its
Research Committee

· 
He has taught Personal
Financial Management, in the MBA Program, at Schulich School of Business since
1998

· 
Dan is the author of The
Financial Advisor’s Guide to Excellence,

· 
and soon-to-be released Building Bigger & Better:
Growth Strategies of Top-Producing Financial Advisors

Tom Corsmeier Tax Services has helped improve people's finances and quality of life for over 20 years.

We strive to listen carefully to our clients when identifying their needs and making recommendations.

We specialize in financial advisement, investments, and insurance solutions as well as personal tax services, final returns, and trusts.  

For many years as a CPA,
CA advising companies and their owners in financial matters, assisting individuals,
executors and trustees in pre-planning and/or administering estates is a
consistent continuation of service. Settling an estate can be difficult,
complicated and time consuming. I help navigate the process and co-ordinate the
group of parties involved – as examples - lawyers, accountants, financial
institution(s) and investment managers. 

Rob became a lawyer in January 1988, and has practised law in the North Okanagan for over 28 years. Estate administration is a major part of Rob's practice. Rob has advised executors and administrators on many estates and has himself served as an executor and administrator. Rob brings a practical and empathetic viewpoint to his practice and ensures that his advice is clear and tasks are done in a timely manner.

The world of financial services can be complex and difficult to navigate a clear path to your future. Deneen takes a practical and realistic approach to developing a personalized financial plan tailored to meet your needs and goals.

Deneen Cunningham

CFP, CLU, CHFC, CHS

I am the owner of Prominent Realty Inc., Brokerage.

I have over 20 years of Real Estate Experience.

We believe in providing top service as well as treating every client with respect.

We also offer many risk reversal programs within the course of our transactions to give our clients peace of mind throughout the buying and selling process.

I am an accredited Fraternal Insurance Councilor (FIC) working in the Financial Services Industry for over 35 years. I am dedicated to helping people in all areas of their life insurance and investment needs whether for Families, Small Business or the Farming Community.

My passion is to help others in their financial planning and to make a difference in their lives. I enjoy sharing with my clients all they need to know to protect their financial future for them and their families.

I am married with three children and four grandchildren.     

When working with a financial advisor, a strong personal relationship is key. At stake is your life savings, your personal goals and your future. You'll need to feel comfortable sharing your hopes and dreams for your family. You'll want someone who takes the time to get to know you and what you value – these topics are too important to rush. Since 2010, I've built those kinds of relationships with clients I serve.

I get excited every day to helping individuals, families and business owners in our community achieve their financial goals. Understanding what's important, using our established process and partnering together for the long term to ensure our clients stay on track all while building meaningful relationships is what has made our branch first of mind to our valued clients. While working with our clients, I believe that educating and explaining financial concepts while using today's technology is as important as the recommendations that we make.

Our branch team includes Sr. Branch Office Administrator Nancy Van Galen who has been with Edward Jones since 2004, On Call Branch Office Administrator Liz Rotherham and myself. We strive to exceed your expectations and to partner with you and your family over time. I believe that personalized service is essential when matching clients with the right financial security products and services.

Prior to starting at Edward Jones in 2010, I was a business owner of multiple Carman's Foto Source locations and part of the company for over 15 years. I live just outside of Simcoe and have been a part of the community for over 20 years. Outside of finance, I enjoy keeping active golfing, spending time with family and model railroading.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today at 519-426-3329 or email at daryl.dankwardt@edwardjones.com

CFO of a large Ontario pension Plan. I am a CPA,CA and also a CFP, in support of the strategies for service at the pension plan.

I AM A LIFE INSURANCE ADVISOR WITH ONE MISSION FIRST AND FOREMOST PROTECTING AND DOING WHAT IS RIGHT FOR THE CLIENT !