Find a CEA

Providing direction when you need it most.

Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may propel you into unknown waters and have you drowning in a sea of decisions. 

In the financial industry for over 15 years, I am passionate about helping de-stress the role and responsibility of being an Executor - providing direction, insight and resources to help you navigate the process. 

I am a Certified Executor Advisor and Elder Planning Counsellor because I believe that working with the ‘Golden Generation’ requires unique and essential comprehensive knowledge to create suitable solutions to protect the well-being and legacy of our Grandmas and Grandpas.

www.linkedin.com/in/michellewolff-iolitefinancial

https://michellewolff.thelinkbetween.ca/contact

A Commitment in Writing

My goal as a consultant from the
Investors Group is to provide you with the financial freedom and security at
the prime of your life. Utilizing the unlimited corporate financial resources,
expertise and technology, I am committed to develop a plan which will achieve
your goals and objectives. As my client, I will monitor and up-date your
customized plan periodically to reflect the changes in your personal and
financial circumstances. The scope of coverage will include but not limited to
investment, taxation, banking, mortgages, insurance, retirement and estate
planning. My top priority is to ensure the success and integrity of your plan
so you and your family may continue to enjoy the financial protection now and overtime.
As my client, your personal interest and benefits are always first and foremost. 

I started as a London Life sales representative in November 1997.  I was promoted to the Sales Manager role in 1999 then took up various director roles from 2000 - 2015.  I was appointed as Regional Manager in 2015 and was further promoted to the Managing Director role in 2017 managing three financial centres with about 180 advisors.  I started my own firm in mid 2023 after stepping down from my management role at Canada Life.  I have the EPC, CHS and CFP designations with a Hon. B.Sc. degree major in Financial Services from the University of Manchester, Institute of Science & Technology.

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At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.

Sam worked in various senior financial and commercial position for a Fortune 100 multi-national Oil company in Hong Kong and in Chicago and was a Financial Advisor. His experience puts Sam in a unique position to serve as an  Outsource CFO for some of his clients. 

Sam holds a B. A. Sc. (hons)  in Chemical Engineering and is member of Institute of Chartered Professional Accountants of both Ontario and British Columbia.

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

I have been told that my mind works like a 4D Chess Board with many moving parts during a conversation.  

This can be a good thing when dealing with estates and planning.

While they always say death and taxes are imminent, you can't minimize death but you can minimize taxes.

This is where I come in.

I provide assistance to people so they can ensure that more of their estate is preserved for their loved ones while giving less to the CRA.

Servicing my clients for more than 20 years, I feel it's always better to hear from the end users:  

Licensed since 1986 after graduating from UBC - Bachelor of Commerce degree (Urban Land Economics). He is the President , Director of RE Institute of Canada BC Chapter and Past Director of  National Board FRI  CERE and past Director and Governor of Real Estate Institute of BC.  RI(BC). He is also a Member of the Commercial Division of the Real Estate Board of Greater Vancouver and a member of the Quarter Century Club.

He also obtained his Cert in Property Management and Cert. in Social Housing Management.

He is also a Cert (CIH) Chartered Institute of Housing.

Currently he is the Managing Broker for 310 salesmen.

My name is Harold Yang and it has been my passion to help people over the last 30 years. I enjoy helping people, sharing my knowledge and experience. Now as a CEA I can raise the bar in helping families dealing with a loosing their loved ones.

I have been a member of the Dereta-Loyer at CI Private Wealth (formerly Stonegate Private Counsel) since December 2012. In that time I have transitioned from an administrative client service role to that of a senior associate focused on overall client Wealth Planning. I work with Wealth Management Advisors, Joanne Dereta & Koel Loyer, along with our internal Wealth Planning team and external collaborators (clients' own accounting & legal teams) to provide Financial Projections (saving, retirement, tax liability on death, etc.), Risk Management Assessments & Insurance Solutions and Estate Planning review and guidance. 

If you’ve worked hard throughout your career, if you’re sandwiched between aging parents and growing children, if protecting your family, estate and legacy goals are paramount to you, you deserve a partner who will work tirelessly on your behalf. As your financial partner, coach and trusted advisor, I’ll oversee every aspect of your financial needs so that you can do what you do best and leave the rest with us.

As a financial advisor serving Barrie and Simcoe County, I specialize in serving business owners, executives and first responders with strategic planning and advice. For all my clients, my practice is a safe space to discuss one of the most important things in life and its impact on you and your family. I love people. I love what I do, and I love helping my clients succeed.

In our practice, we proudly carry the responsibility of managing your financial life and see it as an honour to do so. When we work together, you can expect a different experience where you are seen, heard and treated as an individual with your unique aspirations, fears, goals, and dreams at the heart of what we do.

I consider myself a market enthusiast: I have a strong focus on capital preservation, income generation and steady, long-term results to give you confidence. I also integrate your insurance and estate planning wishes so that your plan reflects the needs of the people and causes closest to your heart.

Clients value my commitment to providing clear, personalized, actionable guidance with service and integrity at its core. Michelle Fraser, our branch office administrator, is the heart and soul of our operation, ensuring that all clients receive attentive service. When you visit our branch, we aim to make your meeting with us the highlight of your day as you are sure to be the highlight of ours!

I dedicate my spare time to my family - including Bully, my beloved 130-pound American Bulldog and Molly, his sister and boss - a Shih Tzu Maltese. But making a difference in my community is my true calling. As president of Christmas Cheer Barrie & District, I’m delighted to help ensure that 1800 families in need can celebrate the holidays each year with food and toys for the holiday season.

Ready to take the next step toward your most important goals? We look so forward to meeting you!

Real Estate agent/ Broker working as a commercial realtor,  mostly with  investmentt properties and businesses.