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London, ON

Working with Lawyers Financial to provide access to comprehensive financial planning and investment recommendations to members in the Legal Community throughout different stages of their lives and careers.
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Area serviced: London, ON

647-478-6060

www.lawyersfinancial.ca

Ivan J Wismayer, CEA
CFP, CLU, CHFC, CEA

Durham, ON

Area serviced: Durham, ON; Toronto, ON; Edmonton, AB; Burlington, ON; Walkerton, ON; Brampton, ON

(905) 331-2280

www.lakeshorefinancial.ca

Nicholas Wismayer, Candidate
Mr

Durham, ON

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 &… Read more »

Area serviced: Durham, ON

14168459314

Lakeshorefinancial.ca

Robb Wismer, CEA
Advisor

Aurora, ON

Area serviced: Aurora, ON

9057165584

www.stonehaven-group.ca

Mark Woehrle, CEA
CEA, Broker, ASA, MCNE, CLHMS Elite, BA, B Ed, CPPA

Stoney Creek, ON

Please Call 905-512-2835 if we can help you !Complete Estate Services is your one phone call that will coordinate all of the supporting professionals including property manager, realtor, appraiser, personal property seller, mover, shipper, and other… Read more »

Area serviced: Stoney Creek, ON; Ancaster, ON; Hamilton, ON; Burlington, ON; Brantford, ON; Dundas, ON; West Lincoln, ON; Waterdown, ON; Serving most cities in Ontario, ON; Oakville, ON; Niagara Falls, ON; Hamilton-Wentworth, ON; Haldimand-Norfork, ON; Grimsby, ON; Glanbrook, ON; Flamborough, ON; Halton Hills, ON

905-512-2835

www.CompleteEstateServices.ca

Katherine Wojcik, Candidate
Senior Wealth Advisor

Toronto, ON

Area serviced: Toronto, ON

4164124289

Michelle Wolff, CEA
Financial Advisor

Spruce Grove, AB

About meAre You the Executor of a Will? You're Not Alone—And You Don’t Have to Do It Alone.

Being named an Executor or Executrix for a loved one is often the most demanding role you never applied for. From managing paperwork and assets to… Read more »

Area serviced: Spruce Grove, AB; Sherwood Park, AB; Stony Plain, AB; Edmonton, AB; Ft. Saskatchewan, AB; Beaumont, AB; Leduc, AB; Camrose, AB; Okotoks, AB; St. Albert, AB; Airdrie, AB; Carstairs, AB; Calgary, AB; Lacombe, AB; Olds, AB; Ponoka, AB; Strathcona County, AB; Sundre, AB; Rimbey, AB

17802361913

iolitefinancial.com

Pierre Wong, CEA
Consultant

Mississauga, ON

A Commitment in Writing
My goal as a consultant from the Investors Group is to provide you with the financial freedom and security at the prime of your life. Utilizing the unlimited corporate financial resources, expertise and technology, I am committed… Read more »

Area serviced: Mississauga, ON

(905) 306-0031

www.pierrewong.com

YiuPong Wong, CEA
President

Richmond, BC

Area serviced: Richmond, BC

7786691963

Samuel Wong, CEA
Partner, CPA,CA,TEP

Vancouver, BC

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.
Sam worked in various senior financial and commercial position for a Fortune 100 multi-national… Read more »

Area serviced: Vancouver, BC

604-731-1191 ext 3

cawley.ca

Monique Wong, Candidate
Registered Clinical Counsellor

Vancouver, BC

I provide a confidential space to offer client-centered counselling support for individuals, couples and families to nagivate the challenge such as grief and loss, relationship, life transitions, anxiety and depression.
I am a Registered Clinical… Read more »

Area serviced: Vancouver, BC

7788812987

Gilbert Wong, CEA
President & Estate Planning Advisor

Toronto, ON

Gilbert Wong, BA, CEA, is President & CEO of Gilbert Wong Private Wealth Inc. and an Investment Representative with Quadrus Investment Services Ltd.
With more than 25 years of experience helping Canadian families protect, preserve, and transfer… Read more »

Area serviced: Toronto, ON; Ottawa, ON; Vancouver, BC; Calgary, AB

647-272-8688

Ian Wood, CFP, CIM, CEA
Investment Counsellor

Winnipeg, MB

Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB

204-594-3667

www.cardinal.ca

Kristina Worden, CEA
Trust Professional, BA, TEP, CFP, CEA, CAMS

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Read more »

Area serviced:

Peter Wouters, Candidate
Director, Tax Retirement & Estate Planning Services

Waterdown, ON Dundas, ON

Area serviced: Waterdown, ON; Dundas, ON

9059818746

Area serviced: Durham, ON; Toronto, ON; Edmonton, AB; Burlington, ON; Walkerton, ON; Brampton, ON

Area serviced: Durham, ON

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.

Area serviced: Aurora, ON

Please Call 905-512-2835 if we can help you !

Complete Estate Services is your one phone call that will coordinate all of the supporting professionals including property manager, realtor, appraiser, personal property seller, mover, shipper, and other contractors that you could need to make sure your property is safe, secure, maintained, cleaned up and sold for top dollar.

With a keen understanding of the challenges that can arise when dealing with estates and properties, Complete Estate Services established its company with a mission to assist individuals who may feel overwhelmed and unsure of where to begin. Through Complete Estate Services, our team provides invaluable support, offering a comprehensive range of services tailored to meet the unique needs of each client.

Our approach is characterized by a blend of expertise, empathy, and a genuine commitment to helping others. Our clients benefit not only from our extensive knowledge of estate and property management but also from our ability to simplify complex processes and empower individuals to make informed decisions.

Whether it's estate planning, property maintenance, or navigating legal intricacies, Complete Estate Services stands as a reliable resource for those seeking guidance in the intricate world of estate and property management. With a track record of success and a reputation for excellence, Complete Estate Services continues to make a positive impact on the lives of its clients, ensuring that they find clarity and confidence in their property-related endeavors.

Please Call 905-512-2835 if we can help you !

Visit our website at www.CompleteEstateServices.ca

Area serviced: Toronto, ON

About me

Are You the Executor of a Will? You're Not Alone—And You Don’t Have to Do It Alone.

Being named an Executor or Executrix for a loved one is often the most demanding role you never applied for. From managing paperwork and assets to navigating taxes, legal duties, and family dynamics, the process can be time-consuming and feel overwhelming.

As a Certified Executor Advisor and financial professional with over 18 years of experience, I help individuals and families through this complex journey—providing clarity, structure, and compassionate guidance every step of the way.

I believe estate planning is essential to every financial plan. That’s why I include comprehensive estate planning conversations with all of my financial clients. Whether planning your legacy or settling someone else’s, you’ll have access to the tools, insights, and strategies you need to feel confident and supported.

Let’s talk about how I can help lighten the load, reduce stress, and ensure that nothing falls through the cracks.

Please note: While I do not provide legal advice or serve as an executor, I work closely with professionals who do, and I can help guide you through the financial and practical aspects of the role

www.linkedin.com/in/michellewolff-iolitefinancial

https://iolitefinancial.com/

Area serviced: Mississauga, ON

A Commitment in Writing

My goal as a consultant from the
Investors Group is to provide you with the financial freedom and security at
the prime of your life. Utilizing the unlimited corporate financial resources,
expertise and technology, I am committed to develop a plan which will achieve
your goals and objectives. As my client, I will monitor and up-date your
customized plan periodically to reflect the changes in your personal and
financial circumstances. The scope of coverage will include but not limited to
investment, taxation, banking, mortgages, insurance, retirement and estate
planning. My top priority is to ensure the success and integrity of your plan
so you and your family may continue to enjoy the financial protection now and overtime.
As my client, your personal interest and benefits are always first and foremost.

Pierre Wong B.A. CLU CEA RRC Consultant.

Area serviced: Richmond, BC

I started as a London Life sales representative in November 1997. I was promoted to the Sales Manager role in 1999 then took up various director roles from 2000 - 2015. I was appointed as Regional Manager in 2015 and was further promoted to the Managing Director role in 2017 managing three financial centres with about 180 advisors. I started my own firm in mid 2023 after stepping down from my management role at Canada Life. I have the EPC, CHS and CFP designations with a Hon. B.Sc. degree major in Financial Services from the University of Manchester, Institute of Science & Technology.

Area serviced: Vancouver, BC

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.

Sam worked in various senior financial and commercial position for a Fortune 100 multi-national Oil company in Hong Kong and in Chicago and was a Financial Advisor. His experience puts Sam in a unique position to serve as an Outsource CFO for some of his clients.

Sam holds a B. A. Sc. (hons) in Chemical Engineering and is member of Institute of Chartered Professional Accountants of both Ontario and British Columbia.

Area serviced: Vancouver, BC

I am a Registered Clinical Counsellor, a Canadian Certified Counsellor, a Certified Somatic Experiencing Practitioner, and an EMDR trained therapist.

Area serviced: Toronto, ON; Ottawa, ON; Vancouver, BC; Calgary, AB

Gilbert Wong, BA, CEA, is President & CEO of Gilbert Wong Private Wealth Inc. and an Investment Representative with Quadrus Investment Services Ltd.

With more than 25 years of experience helping Canadian families protect, preserve, and transfer their wealth, Gilbert specializes in estate planning, executor guidance, insurance strategies, and wealth management.

As a Certified Executor Advisor (CEA), he helps executors, families, and business owners understand and navigate the financial, estate planning, and practical issues that arise before and after the loss of a loved one.

Gilbert works collaboratively with lawyers, accountants, and other professional advisors to simplify complex estate matters, coordinate planning strategies, and help families preserve wealth while reducing stress during life’s most challenging transitions.

Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB

I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning. In addition to the CEA designation, I have earned several other industry certifications, including the Chartered Investment Manager and Certified Financial Planner designations. I am a member of the Canadian Association of Gift Planners. I am registered as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Area serviced: Waterdown, ON; Dundas, ON