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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.  

About me

www.linkedin.com/in/michellewolff-iolitefinancial

https://iolitefinancial.com/

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. 

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.

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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.

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 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.

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