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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.

Nathan has been a member of the Ontario Bar since 2006, and received his Masters of Tax in 2009. Since 2006, he has practiced tax in Toronto, and is the Founding Principal of Spectrum Law Professional Corporation, a boutique law firm exclusively focused on tax and estate planning for privately held businesses and other higher income earners. Nathan advises on a full spectrum of tax and related issues, with specialized knowledge in transactions related to family succession planning, corporate reorganizations, Wills and estates, estate administration, family trusts, life insurance, and tax dispute resolution. Nathan regularly meets with business owners, accountants, financial planners, and other lawyers to discuss planning opportunities that may be available to them or their clients.

While they always say death and taxes are imminent, you can't minimize death but you can minimize taxes.

This is where I come in.

I provide assistance to people so they can ensure that more of their estate is preserved for their loved ones while giving less to the CRA.

I am the Vice President of  Philanthropic Services & Community Building at the
Ottawa Community Foundation (OCF). As a premier destination of generosity in Canada's
capital region, the OCF has provided over $200 million in grants to the charitable
sector since its inception in 1987

I have been a member of the Dereta-Loyer at CI Private Wealth (formerly Stonegate Private Counsel) since December 2012. In that time I have transitioned from an administrative client service role to that of a senior associate focused on overall client Wealth Planning. I work with Wealth Management Advisors, Joanne Dereta & Koel Loyer, along with our internal Wealth Planning team and external collaborators (clients' own accounting & legal teams) to provide Financial Projections (saving, retirement, tax liability on death, etc.), Risk Management Assessments & Insurance Solutions and Estate Planning review and guidance. 

I am a lawyer with my main practice being Wills and Estates.