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Hamilton, ON

My clients vary dramatically in age and I am now seeing questions arising more frequently about Estate Planning.
The opportunity to gain more valuable knowledge about the Complex Role of the Executor has convinced me to become a CEA (Certified Executor… Read more »

Area serviced: Hamilton, ON; Burlington, ON; Niagara, ON

905 401 2842

Dwayne Williams, CEA
Principal and Associate Vice President, CEA, LLQP, CIOP, FSIL

Milton, ON Thornhill, ON

Area serviced: Milton, ON; Mississauga, ON; Toronto, ON; Winnipeg, MB; Fredericton, NB; Halifax, NS; Charlottetown, PE; St. John's, NL; Thornhill, ON

4169480259
416-948-0259

Minnelle Williams, CEA
End of Life Educator/ Pre-Planning Funeral Director

Mississauga, ON

Area serviced: Mississauga, ON

289-309-4440

Laura Wise, CEA
Wealth Specialist

London, ON

Working with Lawyers Financial to provide access to comprehensive financial planning and investment recommendations to members in the Legal Community throughout different stages of their lives and careers.
Read more »

Area serviced: London, ON

647-478-6060

Ivan J Wismayer, CEA
CFP, CLU, CHFC, CEA

Durham, ON

Area serviced: Durham, ON; Toronto, ON; Edmonton, AB; Burlington, ON; Walkerton, ON; Brampton, ON

(905) 331-2280

Robb Wismer, CEA
Advisor

Aurora, ON

Area serviced: Aurora, ON

9057165584

Michelle Wolff, CEA
Financial Advisor

Spruce Grove, AB

Providing direction when you need it most.
Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may… Read more »

Area serviced: Spruce Grove, AB; Sherwood Park, AB; Stony Plain, AB; Edmonton, AB; Ft. Saskatchewan, AB; Beaumont, AB; Leduc, AB; Camrose, AB; Onoway, AB; Okotoks, AB; St. Albert, AB; Airdrie, AB; Carstairs, AB; Calgary, AB; Lacombe, AB; Olds, AB; Ponoka, AB; Strathcona County, AB; Turner Valley, AB; Sundre, AB; Rimbey, AB; Drayton Valley, AB

17802361913

Pierre Wong, CEA
Consultant

Mississauga, ON

A Commitment in Writing
My goal as a consultant from the Investors Group is to provide you with the financial freedom and security at the prime of your life. Utilizing the unlimited corporate financial resources, expertise and technology, I am committed… Read more »

Area serviced: Mississauga, ON

(905) 306-0031

YiuPong Wong, CEA
President

Richmond, BC Burnaby, BC

Area serviced: Richmond, BC; Burnaby, BC

604-836-2800

Janice Wong, CEA
Broker

Surrey, BC

# Read more »

Area serviced: Surrey, BC; Burnaby, BC; Vancouver, BC; New Westminster, BC; Richmond, BC

7783221339

Samuel Wong, CEA
Partner, CPA,CA,TEP

Vancouver, BC

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.
Sam worked in various senior financial and commercial position for a Fortune 100 multi-national… Read more »

Area serviced: Vancouver, BC

604-731-1191 ext 3

Kristina Worden, CEA
Trust Professional, BA, TEP, CFP, CEA, CAMS

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Read more »

Area serviced:

Dana Wren, CEA
Director of Sales & Marketing

Ottawa, ON

Area serviced: Ottawa, ON

613 749-9000

Trevor Wright, CEA
Advisor

Guelph, ON

I have been told that my mind works like a 4D Chess Board with many moving parts during a conversation.
This can be a good thing when dealing with estates and planning.
While they always say death and taxes are imminent, you can't minimize… Read more »

Area serviced: Guelph, ON; Kitchener, ON; Cambridge, ON; Waterloo, ON

7052093394

Simon Xu, CFP®, M.A. in Econ, CEA
Branch Manager

Burnaby, BC

Servicing my clients for more than 20 years, I feel it's always better to hear from the end users:

When my friend was in the final stages of cancer, she asked if I would serve as her executor to carry out her will. I agreed… Read more »

Area serviced: Burnaby, BC; Richmond, BC; Maple Ridge, BC; New Westminster, BC; North Vancouver, BC; Surrey, BC; Vancouver, BC; Langley, BC; Coquitlam, BC; Victoria, BC; West Vancouver, BC

604-520-1583

Area serviced: Milton, ON; Mississauga, ON; Toronto, ON; Winnipeg, MB; Fredericton, NB; Halifax, NS; Charlottetown, PE; St. John's, NL; Thornhill, ON

Dwayne is the Associate Vice President of Life and Health insurance for the Canadian Automobile Association (CAA) and Founder and Principal of the CAA Club Group Advisory Services which provides integrated insurance, financial and estate planning strategies for Canadians. His career includes senior management positions with national insurance companies, where he developed innovative product and business strategies, facilitated local and national affinity partnerships, participated in the creation of a national travel insurance company and the creation of an integrated distribution network focused on access, advice and solutions for all Canadians.

Dwayne is a Licensed insurance advisor, Schulich School of Business Graduate, Chartered Insurance Operations Professional and Fellow of the Society of Insurance Leaders. He is licensed to conduct business in Ontario, Manitoba, Newfoundland, Nova Scotia, New Brunswick, Prince Edward Island and all Territories.

In addition to CICEA, Dwayne is a member of Advocis (the Financial Advisors Association of Canada), and a Trustee at the Toronto Grace Health Centre - a ministry of the Salvation Army

Dwayne has over 20 years of experience in financial management, development and distribution with a focus on life, health and travel insurance. A firm belief in the education and empowerment of Canadians, Dwayne is dedicated to creating financial freedoms, control and confidence for all.

Area serviced: Mississauga, ON

Minnelle Williams is a dedicated and passionate professional in the funeral industry. As a Pre-Planning Funeral Director, she helps families navigate the difficult and often overwhelming process of end-of-life planning. Additionally, she is a Certified Executor Assistant, providing guidance and support to executors during the estate closing process. Minnelle is an enthusiastic speaker and host, using her platform to educate and inform others about the importance of legacy planning. She is the host of the show "Ending Well with Minnelle," where she motivates and inspires others to take control of their end-of-life planning. With her knowledge and experience, Minnelle is committed to helping families make informed decisions and create meaningful end-of-life plans.

Minnelle Williams

Pre-Planning Funeral Director

Area serviced: London, ON

Area serviced: Durham, ON; Toronto, ON; Edmonton, AB; Burlington, ON; Walkerton, ON; Brampton, ON

Area serviced: Aurora, ON

Providing direction when you need it most.

Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may propel you into unknown waters and have you drowning in a sea of decisions.

In the financial industry for over 15 years, I am passionate about helping de-stress the role and responsibility of being an Executor - providing direction, insight and resources to help you navigate the process.

I am a Certified Executor Advisor and Elder Planning Counsellor because I believe that working with the ‘Golden Generation’ requires unique and essential comprehensive knowledge to create suitable solutions to protect the well-being and legacy of our Grandmas and Grandpas.

www.linkedin.com/in/michellewolff-iolitefinancial

https://michellewolff.thelinkbetween.ca/contact

Area serviced: Mississauga, ON

A Commitment in Writing

My goal as a consultant from the
Investors Group is to provide you with the financial freedom and security at
the prime of your life. Utilizing the unlimited corporate financial resources,
expertise and technology, I am committed to develop a plan which will achieve
your goals and objectives. As my client, I will monitor and up-date your
customized plan periodically to reflect the changes in your personal and
financial circumstances. The scope of coverage will include but not limited to
investment, taxation, banking, mortgages, insurance, retirement and estate
planning. My top priority is to ensure the success and integrity of your plan
so you and your family may continue to enjoy the financial protection now and overtime.
As my client, your personal interest and benefits are always first and foremost.

Pierre Wong B.A. CLU CEA RRC Consultant.

Area serviced: Richmond, BC; Burnaby, BC

I started as a London Life sales representative in November 1997. I was promoted to the Sales Manager role in 1999 then took up various director roles from 2000 - 2015. I was appointed as Regional Manager in 2015 and was further promoted to the Managing Director role in 2017 managing three financial centres with about 180 advisors. I started my own firm in mid 2023 after stepping down from my management role at Canada Life. I have the EPC, CHS and CFP designations with a Hon. B.Sc. degree major in Financial Services from the University of Manchester, Institute of Science & Technology.

Area serviced: Surrey, BC; Burnaby, BC; Vancouver, BC; New Westminster, BC; Richmond, BC

Area serviced: Vancouver, BC

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.

Sam worked in various senior financial and commercial position for a Fortune 100 multi-national Oil company in Hong Kong and in Chicago and was a Financial Advisor. His experience puts Sam in a unique position to serve as an Outsource CFO for some of his clients.

Sam holds a B. A. Sc. (hons) in Chemical Engineering and is member of Institute of Chartered Professional Accountants of both Ontario and British Columbia.

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Area serviced: Ottawa, ON

Area serviced: Guelph, ON; Kitchener, ON; Cambridge, ON; Waterloo, ON

I have been told that my mind works like a 4D Chess Board with many moving parts during a conversation.

This can be a good thing when dealing with estates and planning.

While they always say death and taxes are imminent, you can't minimize death but you can minimize taxes.

This is where I come in.

I provide assistance to people so they can ensure that more of their estate is preserved for their loved ones while giving less to the CRA.

Area serviced: Burnaby, BC; Richmond, BC; Maple Ridge, BC; New Westminster, BC; North Vancouver, BC; Surrey, BC; Vancouver, BC; Langley, BC; Coquitlam, BC; Victoria, BC; West Vancouver, BC

Servicing my clients for more than 20 years, I feel it's always better to hear from the end users:

When my friend was in the final stages of cancer, she asked if I would serve as her executor to carry out her will. I agreed because I wanted to support her during such a difficult time. However, this was my first experience as an executor, and I had no prior knowledge of the process.

After my friend passed away, I was overwhelmed by the many responsibilities I had to manage — her funeral, cemetery arrangements, real estate, tenants, vehicle, insurance claims, investments, debts, mortgage, closing bank accounts, filing taxes, and more. On top of that, I had to carefully navigate sensitive family dynamics.

I reached out to Simon for guidance, and he supported me every step of the way. His clear advice provided tremendous relief during this stressful time. Whenever I had questions, he responded promptly with patience and thorough explanations. He also proactively pointed out important aspects I might have overlooked, ensuring I fulfilled my responsibilities properly.

I highly recommend speaking with Simon, whether you are planning to write a will or have been asked to serve as an executor. His knowledge, professionalism, and guidance are truly invaluable.

Lily Qiu, Engineer

March 28, 2025