Find a CEA

About me

www.linkedin.com/in/michellewolff-iolitefinancial

https://iolitefinancial.com/

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. 

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.

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 Counsellor, a Canadian Certified Counsellor, a Certified Somatic Experiencing Practitioner, and an EMDR trained therapist. 

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.

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.

A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their personal and financial goals with a particular emphasis on wealth building, investment, insurance and estate and legacy planning.
Frequent speaker on Estate Planning; Elder Law and Financial Planning; Pre-Planning and Legacy Planning; Benefits and Group Pensions.

Specialties: Estate and Legacy Planning; Investments; Insurance; Business Coach

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.

I have been told that my mind works like a 4D Chess Board with many moving parts during a conversation.  

This can be a good thing when dealing with estates and planning.

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