Find a CEA

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

Sole-practitioner CPA, CA, LPA. Clients are mainly Businesses, but many non-profits, Estates and Individuals as well. Services include, financial, accounting, personal and corporate taxes.

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

Growing up in a very modest childhood taught me the value of managing finances responsibly and how simple decisions can have a compounding effect in life. Though people are very different in their backgrounds and experiences, many of the decisions we make everyday are based on financial knowledge from countless sources that may not be fully relevant to our situation. The more I've come to understand the complexities involved in responsibly managing one's finances, the more I realize how vital it is to have personalized help and guidance.

Prior to joining Edward Jones, I spent six years in banking, helping individuals at different stages in their life, from people just starting out in the workforce to the complex needs of business owners running larger companies. And now, as an Edward Jones advisor, I am proud to guide individuals, families and business owners through all of the stages of their financial journey and to help them be financially better off by

I realize that the people I deal with are far more complex than the investments they hold. People have hope for a better future, whether for themselves, or their loved ones. I pride myself in helping guide them through life's tough decisions as we navigate that journey together.

Our team is currently located in beautiful White Rock, BC. I've lived in the area for over 20 years and I’ve been happy to serve this community for over five years.

We help provide you with advice and guidance so you can find clarity and feel more secure about your financial future.

We're committed to:
1) Understanding what's most important to you.
2) Using an established process to build personalized strategies to help you achieve your goals.
3) Partnering together throughout your life to help keep you on track.

When I'm not helping clients, I enjoy staying active in the outdoors and being involved in the community.

We look forward to hearing from you to discuss how we can serve you so you can live a more abundant life.