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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.

I am an Estate and Trust Specialist at Cornerstone Credit Union. I help our membership share settle their loved one's estates. I also help refer them to the proper financial advisors to help them reinvest their inherence. 

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.

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).