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I was a Wealth and Estate Planner/Financial Advisor for thirty years until I sold my practice in 2019.

I held the following designations:

Chartered Life Underwriter, Chartered Health Consultant and Elder Planning Counsellor.

My clients often spoke of how they felt that I cared as much about their families as they did. I did! 

My mission and purpose: I want to help executors who have lost someone close to them navigate through one of the most difficult times in your life.  I want to take the stress and worry off of your shoulders so that you can focus on yourself and your families during your time of grief. 

Let me help you do that. 

Hello,

Our company provide complete full financial planning services to our clients.  My role as a Regional Director is to help coach our advisors in their role working with clients.

My current credentials are the RRC.  I have just passed the CFP exam and I'm awaiting the official approval.

If you need to know more, please feel welcome to contact me via email.

Working with individuals and corporations on estate planning and tax efficient wealth transfer to next generations.

Licensed Insolvency Trustee

Certified Public Accountant

Certified General Accountant

I specialized in corporate restructuring of small and medium size businesses and in resolution of shareholder disputes.

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)

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.

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.