Find a CEA

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

Senior Tax Manager at KPMG Canada, specializing in private wealth, domestic income tax planning, and estate planning. My focus is to help entrepreneurs and high net worth families preserve, protect, and transfer wealth effectively and tax-efficiency.

Servicing my clients for more than 20 years, I feel it's always better to hear from the end users:  

1. Banker in China before immigration from China to Canada in 2012;

2. Corporate Banking Department Manager of Industrial and Commercial Bank of China (Canada)

since 2013;

3. Financial Advisor of Metro Direction  Financial Inc since 2021.

Licensed since 1986 after graduating from UBC - Bachelor of Commerce degree (Urban Land Economics). He is the President , Director of RE Institute of Canada BC Chapter and Past Director of  National Board FRI  CERE and past Director and Governor of Real Estate Institute of BC.  RI(BC). He is also a Member of the Commercial Division of the Real Estate Board of Greater Vancouver and a member of the Quarter Century Club.

He also obtained his Cert in Property Management and Cert. in Social Housing Management.

He is also a Cert (CIH) Chartered Institute of Housing.

Currently he is the Managing Broker for 310 salesmen.

My name is Harold Yang and it has been my passion to help people over the last 30 years. I enjoy helping people, sharing my knowledge and experience. Now as a CEA I can raise the bar in helping families dealing with a loosing their loved ones.

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. 

If you’ve worked hard throughout your career, if you’re sandwiched between aging parents and growing children, if protecting your family, estate and legacy goals are paramount to you, you deserve a partner who will work tirelessly on your behalf. As your financial partner, coach and trusted advisor, I’ll oversee every aspect of your financial needs so that you can do what you do best and leave the rest with us.

As a financial advisor serving Barrie and Simcoe County, I specialize in serving business owners, executives and first responders with strategic planning and advice. For all my clients, my practice is a safe space to discuss one of the most important things in life and its impact on you and your family. I love people. I love what I do, and I love helping my clients succeed.

In our practice, we proudly carry the responsibility of managing your financial life and see it as an honour to do so. When we work together, you can expect a different experience where you are seen, heard and treated as an individual with your unique aspirations, fears, goals, and dreams at the heart of what we do.

I consider myself a market enthusiast: I have a strong focus on capital preservation, income generation and steady, long-term results to give you confidence. I also integrate your insurance and estate planning wishes so that your plan reflects the needs of the people and causes closest to your heart.

Clients value my commitment to providing clear, personalized, actionable guidance with service and integrity at its core. Michelle Fraser, our branch office administrator, is the heart and soul of our operation, ensuring that all clients receive attentive service. When you visit our branch, we aim to make your meeting with us the highlight of your day as you are sure to be the highlight of ours!

I dedicate my spare time to my family - including Bully, my beloved 130-pound American Bulldog and Molly, his sister and boss - a Shih Tzu Maltese. But making a difference in my community is my true calling. As president of Christmas Cheer Barrie & District, I’m delighted to help ensure that 1800 families in need can celebrate the holidays each year with food and toys for the holiday season.

Ready to take the next step toward your most important goals? We look so forward to meeting you!

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

Real Estate agent/ Broker working as a commercial realtor,  mostly with  investmentt properties and businesses.