Find a CEA

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 financial adviser 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 have said that they felt I cared as much about their families as they did. That is my mission and purpose. I want to help you make the most difficult time of your life a time that you do not need to worry about anything other than managing the grief. 

Let me help you do that. 

With over 20 years experience, Adam built a successful career in wealth management thanks to his truly client-focused approach. Adam has ranked several times amongst the country’s top asset gatherers in ScotiaMcLeod’s Growth Council. In 2018 Adam was a finalist for the Investment Industry Association of Canada (IIAC) Top Under 40 Award and in 2022 he was honoured to be recognized as among one of Canada’s Top Wealth Advisors by The Globe and Mail’s Report on Business in their inaugural Best in Province ranking.

Dedicated to helping his clients reach their financial goals through sound investment strategies, Adam focuses on building strong advisor-client relationships. He manages investment portfolios for personal, corporate, and pension plan clients and specializes in dividend-growing corporations.

Adam holds a bachelor’s degree from McGill University with a major in economics and a double minor in management and political science. As an active volunteer in the Montreal community, Adam currently serves on the board of directors of Federation CJA and is President of the Solomon Schechter Academy Children's Foundation.   He is also a past President of the board for Les Écoles Azrieli Schools Talmud Torah|Herzliah and the United Talmud Torahs of Montreal Foundation and a past member of the board of the Donald Berman Maimonidies Geriatric Hospital Foundation.

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.

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)

Senior Financial Advisor, Thomson Financial Partners

Hello

We are a family run business that offers “Life Planning Services“ to our clients. We have been in buisness for over 35 years. 

We offer solutions for Insurance &Investments, Estate &Tax planning, Retirement Plans, Group & Business, and Banking options. 

What makes Lakeshorefinancial unique is we offer to our clients a family approach on a personal level. Our clients are not our clients but our friends. 

I have held my Insurance license since 2008 and wish to continue adding to my resume.  

Cheers 

Nick. 

Altman Wong spent over 10 years in the Health and Travel Medical Insurance industry before joining Mount Pleasant Group. This experience has provided him with a unique perspective on the importance of planning ahead to prepare for the unexpected. He has helped many people out of difficult situations by providing his guidance and advice. Altman has brought that passion for supporting people to his work in pre-planning. His aim is to lighten the burden and remove the stress of making these arrangements from your family. Altman is fluent in English, Cantonese and Mandarin allowing him to deal with families from diverse cultures in a comfortable manner. Please contact him for a no-obligation appointment to discuss your needs.