Find a CEA

Senior Financial Advisor, Thomson Financial Partners

Hello

We are a family run business that offers “Life Planning Services“ to our clients. We have been in buisness for over 35 years. 

We offer solutions for Insurance &Investments, Estate &Tax planning, Retirement Plans, Group & Business, and Banking options. 

What makes Lakeshorefinancial unique is we offer to our clients a family approach on a personal level. Our clients are not our clients but our friends. 

I have held my Insurance license since 2008 and wish to continue adding to my resume.  

Cheers 

Nick. 

Altman Wong spent over 10 years in the Health and Travel Medical Insurance industry before joining Mount Pleasant Group. This experience has provided him with a unique perspective on the importance of planning ahead to prepare for the unexpected. He has helped many people out of difficult situations by providing his guidance and advice. Altman has brought that passion for supporting people to his work in pre-planning. His aim is to lighten the burden and remove the stress of making these arrangements from your family. Altman is fluent in English, Cantonese and Mandarin allowing him to deal with families from diverse cultures in a comfortable manner. Please contact him for a no-obligation appointment to discuss your needs.

Nathan has been a member of the Ontario Bar since 2006, and received his Masters of Tax in 2009. Since 2006, he has practiced tax in Toronto, and is the Founding Principal of Spectrum Law Professional Corporation, a boutique law firm exclusively focused on tax and estate planning for privately held businesses and other higher income earners. Nathan advises on a full spectrum of tax and related issues, with specialized knowledge in transactions related to family succession planning, corporate reorganizations, Wills and estates, estate administration, family trusts, life insurance, and tax dispute resolution. Nathan regularly meets with business owners, accountants, financial planners, and other lawyers to discuss planning opportunities that may be available to them or their clients.

I am the Vice President of  Philanthropic Services & Community Building at the
Ottawa Community Foundation (OCF). As a premier destination of generosity in Canada's
capital region, the OCF has provided over $200 million in grants to the charitable
sector since its inception in 1987

I am a lawyer with my main practice being Wills and Estates.

You have a vision for your financial future. Building and protecting wealth requires a plan. As a Certified Financial Planner® and Chartered Life Underwriter, I provide the long-term strategic perspective you need.

I specialize in Group Benefits, Life Insurance, Disability Insurance, Critical Illness, and Complex Financial Plans. I love to work with small business owners to determine the best strategies for their families and their corporations.

I specialize in financial plans and protection plans for young families and business owners. There should be thought put into your plan so that it meets your stated goals. I create partnerships with my clients and work with them through the personal and professional stages of life.

I create unique and custom catered benefit and group retirement plans for employers to help retain and recruit team members. Benefit plans should not be one size fit all! They should fit your unique work force and should be reviewed regularly to ensure they meet your stated goals and values. I will work with you to keep your company and your staff happy.