Angela Mercier is owner of Mediation and Financial Services, which is a unique business that
combines
mediation training and financial expertise with helping couples,
families, and business partners’ work through difficult conversations leading
to a settlement agreed to by all parties. Mediation is designed to defuse conflict and
promote communication with all parties.
.Angela
has over 20 years of business experience which include automotive, financial
and alternative dispute resolution (ADR). Angela faced the challenges of restructuring
her entire life after experiencing a particularly challenging divorce. By shifting her professional focus from the
automotive industry to the financial industry, Angela’s goal was to understand
how the experience of divorce could be made less emotionally frustrating,
stressful, and financially problematic. She has been an advocate for a new
approach ever since. Angela realized that communication and co-operation
between a handful of key people during the separation process greatly improved
the experience for all involved and created better outcomes.
In the last 10 years Angela has had extensive
training and experience dealing with both family and business conflicts and/or
disputes. In 2016 she became a Qualified
Mediator with ADR Atlantic Institute and a member with Family Mediation Canada. In 2019 Angela began her training as a
Certified Conflict Management specialist and was completed in early 2020 as well
completed her CEA (Certified Executor Advisor) designation in February 2020. Angela plans
to finish her CLU (Chartered Life Underwriter) in 2020.
Angela believes that conflicts and/or disputes is an
industry that is not going away in fact her practice has shifted in recent years
from 100 % of her mediation files dealing with divorce to now 30% dealing with
Business disputes and 30% dealing with family disputes over wills and estates
with the balance of 40 % dealing with parenting plan issues and
divorce mediation.
Angela is passionate
about helping clients keep their dispute out of the court where there is one
winner and one loser. In an ADR process
such as mediation and conflict management it promotes a win- win outcome.
Taking the time to listen and learn about
your personal goals and dreams is the approach I take to financial
planning before any solutions are recommended. I strive to build long
term, tax efficient financial strategies that are unique to your
economic life, always putting your best interests first.
I recognize that everyone’s situation is
different and your financial plan must reflect that. Together we will
build a plan that will help you reach your financial destination on
time, while managing unforeseen risk along the way, ensuring you
permanent financial security.
A Certified Financial Planner with an
accounting background, I have over nineteen years in the financial
services industry. I have served on the local chapter of the Financial
Advisor’s Society of Canada (Advocis), helping other advisors adhere to a
high standard of professionalism by providing advanced education
opportunities and regular updates. I spend my spare time volunteering
in the community or golfing, hiking, and spending time with our family
horses.
Paralegal and Notary Public in and for the Province of Ontario. Working in conjunction with TBH admin to provide Free Education on Adult Guardianship and access to an affordable Guardianship of Property Application Service for Caregivers of mentally incapable adult loved-ones.
A FULL SERVICE, HOLISTIC FINANCIAL PLANNING FIRM DEDICATED TO HELPING AFFLUENT CANADIANS ACHIEVE THEIR UNIQUE FINANCIAL GOALS THROUGH CURATED FINANCIAL PLANS, SOLUTIONS AND STRATEGIES. WE SPECIALIZE IN SOPHISTICATED TAX PLANNING FOR BUSINESS OWNERS AND ACCREDITED INVESTORS. WE ALSO FOCUS ON CREATING TAX-EFFICIENT ESTATE PLANNING SOLUTIONS FOR HIGH NET WORTH INDIVIDUALS AND FAMILIES.
For many years, clients have referred to me as their “financial doctor.” My work has focused on helping individuals thoroughly analyze their financial situation, identify both visible and hidden risks, and implement effective solutions through the smart use of financial tools. My goal has always been to help clients protect their wealth wisely and grow it strategically.
Now, in my 11th year in the industry, my professional path is expanding beyond traditional insurance. I am transitioning into comprehensive, global wealth planning, supported by my ongoing studies in the Global Financial Architecture Diploma Program at Fudan University.
This evolution reflects the growing needs of high-net-worth and ultra-high-net-worth families who require integrated strategies across asset protection, investment planning, tax efficiency, succession, global structures, and philanthropy.
Today, my role is no longer limited to product-based solutions. Instead, I operate as a holistic wealth architect, designing complete, customized family office–style frameworks that address both current challenges and future aspirations.
My mission is simple:
to safeguard legacies, strengthen financial resilience, and empower families to thrive across generations.
这些年来,客户常称我为他们的“财富医生”。过去我主要通过专业工具帮助客户梳理财务状况、识别风险,并提供有效的保障与财富增长方案。
进入第 11 年后,我的职业方向从单一保险销售升级为全球化的综合财富规划。目前正在复旦进修国际财富架构师学位课程,更系统地服务高净值与超高净值家族在资产保护、投资规划、税务布局、传承与全球架构上的深层需求。
如今,我提供的不再是产品,而是家族办公室级别的全球财富架构的解决方案——用专业能力为家族财富构建稳固结构、提升抗风险力,并守护跨世代的繁荣。
Moving confidently toward the future you imagine begins with that first step: Deciding who you would like to walk alongside you; as a partner in your life's journey.
Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance, Estate Planning, Large Case Consulting and Advisor training and development. 2022 marks her 40th year in the life insurance industry!
She is currently Manager Tax Retirement & Estate Planning with Empire Life
Designations CLU, RHU, CEA
I am a Senior Tax Manager in the Domestic Tax Team at Doane Grant Thornton LLP, London, with 13 years of experience in public accounting. My areas of expertise consists of compliance and planning services to owner-managed enterprises, Trusts and Estates. I assist individuals in meeting their goals through effective tax planning strategies.
As a Senior Investment Advisor and Portfolio Manager with TD Wealth Private Investment Advice.
I service High Net Worth clients and business owners, managing their holistic financial plan.
I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs.
I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE