Find a CEA

My name is Harold Yang and it has been my passion to help people over the last 30 years. I enjoy helping people, sharing my knowledge and experience. Now as a CEA I can raise the bar in helping families dealing with a loosing their loved ones.

I have been a member of the Dereta-Loyer at CI Private Wealth (formerly Stonegate Private Counsel) since December 2012. In that time I have transitioned from an administrative client service role to that of a senior associate focused on overall client Wealth Planning. I work with Wealth Management Advisors, Joanne Dereta & Koel Loyer, along with our internal Wealth Planning team and external collaborators (clients' own accounting & legal teams) to provide Financial Projections (saving, retirement, tax liability on death, etc.), Risk Management Assessments & Insurance Solutions and Estate Planning review and guidance. 

If you’ve worked hard throughout your career, if you’re sandwiched between aging parents and growing children, if protecting your family, estate and legacy goals are paramount to you, you deserve a partner who will work tirelessly on your behalf. As your financial partner, coach and trusted advisor, I’ll oversee every aspect of your financial needs so that you can do what you do best and leave the rest with us.

As a financial advisor serving Barrie and Simcoe County, I specialize in serving business owners, executives and first responders with strategic planning and advice. For all my clients, my practice is a safe space to discuss one of the most important things in life and its impact on you and your family. I love people. I love what I do, and I love helping my clients succeed.

In our practice, we proudly carry the responsibility of managing your financial life and see it as an honour to do so. When we work together, you can expect a different experience where you are seen, heard and treated as an individual with your unique aspirations, fears, goals, and dreams at the heart of what we do.

I consider myself a market enthusiast: I have a strong focus on capital preservation, income generation and steady, long-term results to give you confidence. I also integrate your insurance and estate planning wishes so that your plan reflects the needs of the people and causes closest to your heart.

Clients value my commitment to providing clear, personalized, actionable guidance with service and integrity at its core. Michelle Fraser, our branch office administrator, is the heart and soul of our operation, ensuring that all clients receive attentive service. When you visit our branch, we aim to make your meeting with us the highlight of your day as you are sure to be the highlight of ours!

I dedicate my spare time to my family - including Bully, my beloved 130-pound American Bulldog and Molly, his sister and boss - a Shih Tzu Maltese. But making a difference in my community is my true calling. As president of Christmas Cheer Barrie & District, I’m delighted to help ensure that 1800 families in need can celebrate the holidays each year with food and toys for the holiday season.

Ready to take the next step toward your most important goals? We look so forward to meeting you!

Real Estate agent/ Broker working as a commercial realtor,  mostly with  investmentt properties and businesses.

My simple Mission is to make you more money and make your life easier.  It's also my Mission to provide the highest quality advice.

As part of Complete Financial Advice,

Personal Pension Plans are offered for absolute Wealth Protection.

Fee Based Accounts provide Relative Strength based Loss Prevention. Minimum CAD$1,000,000.
This is not buy and hold.

For over 20 years I help
clients find peace of mind by building financial security through integrated
wealth management solutions in:

Retirement planning

Education planning

Investment and insurance planning

Cash and debt management

Tax and estate planning

Charitable giving

To keep myself well equipped, I
commit to continued education earning several designations including Certified
Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of
Canadian Securities Institute (FCSI®), Registered Retirement Consultant (RRC®)
and Responsible Investment Specialist (RIS).

Volunteering in Canadian Mental
Health Association and Bereaved Families of York Region led me to complete
Death, Dying and Grief Certificate from Tyndale University.  I gained tremendous insight from a
psychological perspective which enable me to assist clients in going through
difficult times.

A Certified Professional Consultant on Aging (CPCA), I offer a private consulting service as an Aging Advocate and Guide for older adults and their families offering a holistic approach to later life transitions. My role can be likened to Project Manager, liaising with the many
professionals involved in significant age related transitions whether anticipated or unanticipated. I am passionate helping older adults age with dignity and choice by initiating conversations and addressing the importance of planning and communication.  I work with my clients to navigate the many components of a complex health care system as a Certified Patient Navigator.  With a Masters in Philanthropy & Development and more than 25 years as a professional fundraiser, I have a broad skill set and am quick to build trusting relationships with my clients and families.

I specialize in estate administration involving more complex matters. I do everything other than simple, straightforward estates...but then, as the CICEA recognizes, there's no such thing as a simple, straightforward estate!"

As an advisor to executors, estate planners, family and small to midsize companies, I help clients navigate intricate matters prone to disputes and litigation.

Based in Toronto, I work with clients across North America, helping individuals and companies facing complex situations:

• Assessing and unraveling facts and circumstances, in order to fully inform decision-makers and the choices they face;
• Providing an objective, candid perspective, with a results-oriented mindset, to help align stakeholders around reasonable outcomes;
• Coordinating the entire process, ensuring efficiency and accountability throughout, and always with a view to optimizing client outcomes .

More about my services and approach on my website (www.CollectiveAgreement.ca) and my LinkedIn profile. The Collective Agreement Overview linked below is a one page PDF for advisors to share with their clients.

Subscribe to my newsletter "Framing/Reframing" - hosted on LinkedIn (all articles are also posted on my website blog).

#trustedadvisor #estateadvisor #disputeresolution #litigationsupport #litigationprojectmanagement

I partner with my clients to understand what's important to them, their family, and their specific situations. I use an established process, so they understand what is required in order to achieve their financial goals. Goals that evolve and develop over time. Through the years, we partner together for the long term, to ensure that they stay on track.

While working with my clients, I believe that educating and explaining costs and concepts, is as important as the recommendations that we make.

Having lived in this area, on a purebred Angus cattle operation for over 25 years, I am familiar with working with clients of a business, and agricultural background. Specializing with transition planning.

I enjoy working with individuals to help prepare for retirement, live in retirement, and specific client goals. Preparing for the unexpected, and education savings are also services we offer.

Completing my degree at Montana State University, and living state side for 15 years, I decided to move back home, and raise our two boys. At that time, I worked for Cargill as a FMR and grain buyer. I also had the opportunity to work contract positions in other areas. One being for the APX/Hilton Hotel group as a consultant. My love of working in the commodities market, eventually led me to work here at Edward Jones Investments.

You can often find me at the football field, and hockey rink, cheering on our boys. In the summer, we enjoy spending our time at Brightsand Lake. I enjoy sports, horticulture, and attending yoga and spin class.

My name is Esther. I used to hold 3 licences, which are Life Insurance, P & C Insurance and Mortgage; all at the same time. 

After a couple decades in the Financial Services field, my clients are aging and are gradually requesting for Executors to assist with their families. 

Therefore, I would like to help provide people with a long-lasting and outstanding Estate Planning to my loyal clients.

40 years of tax, estate and financial planning experience.

I am an accredited and experienced Senior Financial Planner at Innova Wealth Partners Inc.  I have many roles within our comprehensive financial planning firm.  Specialities include the creation of financial plans, tax plans, wealth accumulation strategies, risk management, estate planning and special needs.

I am Supervisor, Member Service at Access Credit Union at our 803 Leila Ave, Winnipeg Branch.  I have worked in the Credit Union System for 20 years and it is very important for me to be able to provide our members with the best financial advise I can.