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 Do not publish any information about my profile on any current and future materials.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
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 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.
David Lyon - Key Services
Wealth Planning
Tax & Estate Planning
Investment Management
Debt Management
Insurance Planning
Client Education
Over 40 years of helping small businesses and individuals plan for their financial future.
I am a Chartered Professional Accountant (CPA), Enrolled Agent (EA), and the owner of ACW Accounting & Tax Services, specializing in Canadian personal and corporate tax preparation, as well as U.S. personal tax returns and ITIN applications. As a Certified Executor Advisor (CEA), I also provide guidance to executors on estate-related tax matters.
What sets my business apart is my ability to navigate both Canadian and U.S. tax systems, offering tailored and professional solutions to simplify my clients’ tax and financial needs.
October 30th 2025 - Mississauga, ON.
6 CE Pending
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