Find a CEA

Independent Financial Advisor since 1994.

Del is a Financial Advisor, primarily for retirees,  as well as successful professionals and business owners who aspire
to financial independence and a "work optional" lifestyle. He has
developed and refined a process that puts the pieces of the financial puzzle together for
his clients as their life unfolds and needs evolve. Retirement planning, estate
planning, risk management planning are a big part of the process, as is debt
and cash flow planning. Del works with his client's other professional
advisors, such as lawyers and accountants, to facilitate a team approach to
financial planning.

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)

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.  

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. 

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.