Find a CEA

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.

Family run Financial services office - 

CFP in office

Personal Income Taxes 

Elder Planning Designated 

Investments 

Insurance 

Banking/Lending Needs 

Adriann received a diploma in Hotel & Restaurant Administration
in 1998 and spent the next ten years working in the hospitality industry
throughout Alberta and Saskatchewan. In 2009, she became a certified
bookkeeper and has many business clients throughout Prince Albert. After
being interested in becoming a financial advisor for quite a while, she
joined Thierman Financial in 2015 and brings a strong understanding of
bookkeeping, budgeting and how to build wealth.

Adriann is married to Torin Locke and together they have two children. In her spare time, she likes to
spend time with friends and family. She loves to travel and has spent
quite a bit of time in Australia, South East Asia and Europe. She also
spends a lot of time running, both in organized races and after her two
sons.

She is a member of Advocis, the Financial Advisors Association of Canada.

I have the following designations: CPA, CGA, CFP, TEP.

I practice as a sole practitioner in Victoria,
BC. In addition to accounting and tax services, a growing focus of my
practice has been in the area of estate planning and estate
administration.

I work with my clients to assist them with
properly structuring their estate plan to ensure their wishes will be
followed on their death. Taxes on death, insurance and other issues are
important items to discuss but in the end a successful estate plan is
one that meets the needs and wishes of the client. I have experience
with using Alter Ego Trusts as part of an estate plan. Working closely
with other professionals helps my clients receive the best advice and
service.

Estate trustees and executors face significant
challenges after the death of a family member. I also provide assistance
to the trustees with all aspects of estate administration including
interacting with financial institutions, filling out forms, and acting
as a liaison with other professionals.

CPA, CA with over 16 years of professional experience.  

Retirement Planning

Drawing on 30 years of experience in strategic communications and project leadership, I support individuals and families looking to plan & organize their estate. I help simplify complex tasks, facilitate clear communication between chosen executors, family members, beneficiaries and professional teams. 

I specialize in simplifying the complex and 'messy' pieces of estate organization - including digital assets - and facilitating difficult conversations that will pave a much smoother path down the road.

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 

Elaine Lozinski is a Final
Affair consultant, speaker and author who strives to bring clarity to the
overwhelming world of final affairs.  Her company, Just in Case: Final Affair Arrangements uses a practical approach for getting affairs in order,
for emergency, incapacity, end of life and other support needs while using her
book, Just in Case: Final Affair Arrangements as
the informational resource. She also presents a popular seminar on final affairs throughout western Canada.  Elaine’s goal is to educate, prepare and empower
people to make their own decisions regarding their final affairs - before
something happens.  Just in Case.

Jonathan Luesby 

B Com, CFP®, CIM®, FCSI®, CEA®,