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Gilbert Wong is President of Gilbert Wong Private Wealth Inc. and a Wealth & Estate Planning Advisor serving clients throughout Ontario, British Columbia and Alberta.

With more than 25 years of experience, Gilbert helps individuals, families and business owners protect, preserve and successfully transfer wealth across generations through thoughtful estate and succession planning.

Successful estate planning extends beyond documents—it requires clear communication, collaboration among professional advisors, and a practical roadmap that gives families confidence and helps ensure their wishes are carried out.

Gilbert is pursuing the Certified Executor Advisor (CEA) designation through the Canadian Institute of Certified Executor Advisors to further enhance his ability to support executors, families and professional advisors in navigating the complexities of estate administration and intergenerational wealth transfer.

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.

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.

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

Prof. Oxford York is a Certified Integrative Mental Health Professional, Advanced Grief Counselling Specialist, Clinical Trauma Practitioner and Sex-Informed Therapist. His areas of specializations are Trauma,  Grief , Sex and Chronic Illness. His service are catered to Individuals,  Couples and Family throughout Ontario and Quebec.  He is also well travelled as a seasoned International lecturer and doctoral defense committee panelist. 

 Furthermore, Prof. York  has a medical lens from having over 29 years of experience working in critical care settings , operating rooms , emergency   Intensive and other healthcare related fields.  He currently serves as a Master Instructor in Basic Life Support, First Aid for the Heart & Stoke Foundation of Canada

 Prof. Oxford is a life-long learner, attentive and a reflective person who has been well informed and educated from life experiences. Prof. York has completed mediation training from the Canadian International Institute of Applied Negotiation ( CIIAN). He is in the process of clocking hours for professional designations in Dispute Resolution from CIIAN and International Mediation Institute (IMI).