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James Wang, MBA, CFA, JD, CLU, REALTOR® is specialized in life insurance, investment, and real estate. He is fluent in both English and Mandarin Chinese.

Lucas Watters is a dedicated life insurance advisor with a passion for helping individuals and families build secure financial futures. With 6 years of experience in the insurance and financial planning industry, Lucas brings a thoughtful, client-first approach to every conversation. He specializes in crafting personalized life insurance strategies, including term, whole, and universal life policies, tailored to meet each client’s unique needs and long-term goals.

Known for his clear communication and deep industry knowledge, Lucas empowers his clients to make informed decisions about protecting what matters most. Whether you're planning for your family's future, managing risk, or building a legacy, Lucas is committed to guiding you every step of the way.

Outside of work, Lucas enjoys staying active in his community, volunteering as a firefighter, playing hockey and spending quality time with his family.

An attentive, focused Advisor, who develops a long-term relationship with clients that
makes them feel truly understood and valued. Willing to go above and beyond for
clients, while truly listening to their concerns and needs allows me to
assist my clients in reaching their financial goals – keeping them up-to-date on
their progress and keeping them on the right path toward financial success.

I have more than 20 years’
experience in the financial services industry. I am a Past member of the Women’s Sales and Ad
Club of Belleville , acted as treasurer and First
Vice Chair of the club. 

Services

We offer a  wide range of
investment services, specializing in:

· 
educating clients on their investment choices;

· 
structuring portfolios to create cash flow during       retirement;

· 
providing clients with tax efficient strategies;

· 
helping clients organize their financial affairs.

Choosing me as your
financial advisor means developing a relationship with a financial advisor who
truly caters to your needs, and who knows and understands what your concerns
are for your future.

I have been a Wealth Advisor since 1997 when I originally entered the business working for my mother.  Later I purchased her business, my father's business and another advisor's business.  I am licensed as a Securities and Insurance Advisor which uniquely enables me to construct and implement strategies to maximize the potential for future success.

I was a Wealth and Estate Planner/Financial Advisor for thirty years until I sold my practice in 2019.

I held the following designations:

Chartered Life Underwriter, Chartered Health Consultant and Elder Planning Counsellor.

My clients often spoke of how they felt that I cared as much about their families as they did. I did! 

My mission and purpose: I want to help executors who have lost someone close to them navigate through one of the most difficult times in your life.  I want to take the stress and worry off of your shoulders so that you can focus on yourself and your families during your time of grief. 

Let me help you do that. 

Hello,

Our company provide complete full financial planning services to our clients.  My role as a Regional Director is to help coach our advisors in their role working with clients.

My current credentials are the RRC.  I have just passed the CFP exam and I'm awaiting the official approval.

If you need to know more, please feel welcome to contact me via email.

Working with individuals and corporations on estate planning and tax efficient wealth transfer to next generations.

Licensed Insolvency Trustee

Certified Public Accountant

Certified General Accountant

I specialized in corporate restructuring of small and medium size businesses and in resolution of shareholder disputes.

I am an Estate and Trust Specialist at Cornerstone Credit Union. I help our membership share settle their loved one's estates. I also help refer them to the proper financial advisors to help them reinvest their inherence. 

Windrem Financial Group Inc and its affiliated companies WFGI Financial Services (Brokerage Division) and Integrity Benefits Solutions (Employee Benefits Division) offer a wide variety of financial service solutions both to individuals as well as corporations of various sizes.  As a full service financial services firm, we can help you achieve your financial goals.

Advisor:  Shawn R. Windrem

Certified Cash Flow Specialist (CCS)

Certified Health Insurance Specialist (CHS)

Certified Financial Planner (CFP)

Chartered Life Underwriter (CLU)