Find a CEA

I provided one stop financial solution to my client; and I am a retirement and estate specialist who works with individuals and corporations to determine their retirement, and estate needs. 

I have been a financial advisor for about 10 years, I provides financial planning services, life and health insurance products and investment management to my clients,  I became a CFP in 2020,  professional communication and trustworthy services is my unique. 

Financial transitioning

Structured settlements

Wealth Planning and Family Services

I am a life insurance broker, I would like to learn more about taxation, estate planning.

Irene Lis, founder
of Your Life
Commemorated Inc.™,
is a licensed Funeral Director with an MBA and a Certified Human Resources
Leader (CHRL) designation.  Irene enjoys
working as both a personal funeral planning consultant and as a Human Resources
consultant and.  While two seemingly
different roles, both require a passion for making a difference in clients’
lives.

While pursuing her funeral director license,
Irene came to appreciate how so few people understand the “funeral” options
available to us all and the enormous opportunity that we each have to own and
design a commemorative funeral event that truly reflects us as individuals. Your Life Commemorated Inc.™ is an independent Personal Funeral Pre-Planning
Advisory Services Firm whose
“raison d’être” is to educate and promote the personal ownership and
creation of meaningful funeral plans that truly commemorate the unique life of
each individual. 

Taking
the time to ensure our plans fully represent how we want our life commemorated
- to reflect our
personal values, interests, experiences, special qualities, passions, hobbies,
cherished memories – is a great gift that we provide loved ones ensuring a legacy that they will remember
forever and will help them grieve in a positive way and with peace of mind.

We plan for all of the important events in
our life such as birthdays, graduations, religious celebrations, anniversaries,
weddings, retirements.  Why should the final important event of our
life - our “funeral” - be any different?

I am a CFP and Life Licensed since 1984.Work at Optimize Wealth Management as a Wealth Planner and am associated with FBC Financial and Estate Planning. I work mostly with pre and post retirees, specializing in wealth management and risk management. I conduct Financial Plans for my clients that involve the above plus will planning,tax planning,probate planning and estate planning. Most of my clients have come from the farming and small business communities. I work with a team that includes an assistant and a junior advisor.

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