Find a CEA

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.  

I am a Financial Advisor with 12 years experience in helping
individuals transition into retirement financially. I work with my clients to
help them develop a tax efficient income stream in retirement while maximizing
their government pensions.

As a Certified Executor Advisor, I also help my clients with
their Estate Planning to maximize their wealth transfer.

I have been in the role of financial advisor for the pas 26 years, mainly in the advisory role in thw efield of investments as well as Estate Planning and consultation.  A main goal in working with my clients has been to effect an orderly and tax efficient transfer of wealth between generations. 

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. 

I have been with Edward Jones since 2016 and have been serving the West Kootenay's. We provided a unique learning and supportive enviroment for all of our clients. 

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