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I currently work as a Marketing & Social Media Surveillance Officer and have to review marketing pieces from different lines of business, Private Investment Advice, Private Investment Council, Private Banking, Wealth Insurance, and Private Trust, in TD Wealth.

Not applicable. Do not publish any information about my profile on any current and future materials.

CPA, CA with over 16 years of professional experience.  

Retirement Planning

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 

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

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Over 35 years of helping small businesses and individuals plan for their financial future.