Find a CEA

Drawing on 30 years of experience in strategic communications and project leadership, I support individuals and families looking to plan & organize their estate. I help simplify complex tasks, facilitate clear communication between chosen executors, family members, beneficiaries and professional teams. 

I specialize in simplifying the complex and 'messy' pieces of estate organization - including digital assets - and facilitating difficult conversations that will pave a much smoother path down the road.

Todd Louie is a partner in Quantum Business Law and Quantum Family Offices. Both firms are located in Markham, Ontario. 

The Quantum Group of firms includes the following entities: 

1) Quantum Business Law is a Multi-Discipline Law Practice (MDP)  authorized by the Law Society of Ontario. We offer advanced estate and tax planning services to high net worth individuals 

1) Quantum Family Offices faciltiates tax and estate planning as well as provides life insurance based solutions to fund against the impact of taxation at death. 

Both firms assist wealthy individuals to achieve tax-efficient intergenerational wealth transfer. 

Peace of Mind Seniors Consulting and Provisioning services assists our clients with current Lifestyle requirements or future Lifestyle transitions.  

Our consulting services provide a wide range options  and a network of resources to help our clients make the best decision for their current requirements and future lifestyle goals

We provide planning support and resources to help with the decision making process when opting to downsize into retirement living or simply deciding to age in place.

When you don’t know where to start – start with Peace of  Mind. Call us at.              Visit us at 

Elaine Lozinski is a Final
Affair consultant, speaker and author who strives to bring clarity to the
overwhelming world of final affairs.  Her company, Just in Case: Final Affair Arrangements uses a practical approach for getting affairs in order,
for emergency, incapacity, end of life and other support needs while using her
book, Just in Case: Final Affair Arrangements as
the informational resource. She also presents a popular seminar on final affairs throughout western Canada.  Elaine’s goal is to educate, prepare and empower
people to make their own decisions regarding their final affairs - before
something happens.  Just in Case.

Jonathan Luesby 

B Com, CFP®, CIM®, FCSI®, CEA®,

I have 25 years experience as an Independent Investment Advisor,  I work for my clients and place their needs above all else. Each situation is unique and I focus on the individual’s needs as a Certified Financial Planner.  Investments, Insurance, Estate Planning and Tax Issues are all aspects of meeting a client’s specific financial goals. I create wealth and peace of mind.  I am dedicated to building trust with my clients and creating long term relationships. 

I am passionate about ensuring that the process of financial strategies are in this order: goals, plan, and then portfolio. I write plans at no cost and obligation to ensure busy sales professionals know where they are in relation to what is most important to them.

1. Who I serve:

I work with people responsible for the revenue of their company or business who are struggling to fit everything into their lives. I use an established process to understand what is most important to them and build personalized strategies to achieve their goals. We partner together throughout their life to keep them on track. If you put peace of mind and clarity at the top of your values you are a fit.

2. Your challenges:

a. Multiple accounts from prior employers
b. Not knowing how much or for how long to save for retirement, education, etc.
c. Portfolios lacking transparency, performance, or tracking toward your goals.
d. You find yourself challenged with time and needing a trusted professional for financial advice.

3. How I help:

By appointment, you're welcome to come in and sit with us for a while. I Will ask you to briefly outline your financial goals - what your investment portfolio is intended to do for you. Then will review the portfolio for and with you. If I think your investments continue to be well suited to your long term goals - despite all the market turmoil - I will gladly tell you so, and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I will recommend some alternatives.

4. My philosophy:

I have the sophistication to handle your investments, and the heart to handle your dreams.

Contact me now to set up a 15 min. discover call.

306-664-1969