Find a CEA

Investment practice management consultant, working with Discretionary Portfolio Managers and Investment Advisors who wish to build or refine their investment portfolios, reduce ad hoc and differentiate their practice from others.

The advisory role can be an isolating one, with a lack of clarity regarding which steps to take to achieve that next level. 

I serve as an advisor's sounding board to success by facilitating a series of one-on-one workshops focused on best practices in
investment management for advisors.

The end result is a
heightened level of conviction, which comes after they've taken a fresh look at
their practice, weighed the pros and cons in various areas, and made decisions based on what will have the
most meaningful impact.

My designations are CFP, FMA, FCSI and I worked for 12 years as a Discretionary Portfolio Manager and Investment Advisor for some of the world's best regarded investment firms.

My mission is to provide professional, comprehensive and unbiased advice and to make appropriate product recommendations for all aspects of investment, risk management and estate preservation and planning solutions. 

Executors and trustees are invited to call on me and I'll help them understand and execute their mandates so that their fiduciary responsibilities to the testator, settlor and beneficiaries are uncompremised.

At Timeless Financial I understand that every financial situation is unique and managing your wealth can be complex and time-consuming.

Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve  the best results for everyone involved.

As a financial services professional with over 30 years of experience, I am passionate about building rapport with my clients, earning their trust and helping Canadians reach their financial goals to ensure that their families are taken care of.  

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. 

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.