Find a CEA

I have served our clients in the Financial Services business for more than 35 years. The past 24 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.

I am a retired financial advisor of almost 30 years with IG Private Wealth Management.  I was in the top 2% of advisors the last 21 years within our conpany.  I want to continue helping people in retirement by providing a need for those looking for an experienced, knowledgeable and professional executor for their estate at a reasonable price

Herod Financial Services is a cutting edge financial firm
that specializes in providing personalized financial solutions to individuals
and business.  With a team of skilled professionals and advanced
technology, we offer a range of services including wealth management, estate,
retirement and multi generational planning, tax strategy and investment
advice.  Our approach is tailored to the unique needs and goals of each
client, with a focus of maximizing returns and minimizing risk.  At Herod
Financial Services we pride ourselves on our superior customer service,
attention to detail and commitment to helping our client achieve financial
success.

I am a Member service Supervisor for Access Credit Union. I deal with estates on a daily basis and would like to broaden my knowledge with respect to handling estates and providing advice for estate administrators. 

My main area of practice is to provide guidance and solutions to retirement and estate planning, as well as protecting clients' assets in the event outside their control.  I am a Qualified Associate Financial Planner and an Elder Planner Counsellor.  With more than 25 years of investment experience in the financial industry and previously worked with seasoned fund managers in securities firms, I enjoyed very much working with my clients in which the majority group is people over 60+.   I am licensed to offer life and health coverages with main focus on asset transfer strategies to beneficiaries / next generation.  

My passion for helping people and desire to make a difference drives me to first understand what is important to my clients. I believe it's important to invest my time into truly knowing what you're working towards when building a relationship. Navigating the challenges and changes throughout our lives can be difficult; my aim is to help my clients realize the goals and milestones that reflect their values and priorities while working through the obstacles.

I partner with business owners, professionals, and their families who want to work with us for the long-term. We have an established process to build personalized plans for our clients to help them achieve their financial goals and I partner with them throughout their life to help them stay on track through life's changes.

I started with Edward Jones in 2015 after obtaining my Bachelor of Commerce from the University of Alberta. I am passionate about training and coaching within our firm. Currently I am the Diversity, Equity, and Inclusion Leader for the Northern Albertan region as well as a member of the Client Solutions Team where we're responsible for supporting and training branch teams to provide an ideal client experience. I was made a limited partner in the firm in 2022.

Rick Honeyford is a Certified Financial Planning Professional specializing in estate planning with over twenty years of industry experience. He is also a mortgage agent who works with reverse mortgages to allow his clients to give an early inheritance.

ADVISORS with Purpose provides complementary and confidential estate and legacy planning services for supporters of partner charities.