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Joey Pang
Wilson Lai
Chris Hanna

Toll Free: 800-387-9314
Tel: 905-897-9614
Fax: 905-897-2631

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
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Other Locations

100 City Centre Drive
Mississauga, Ontario
L5B 2C9

Estates & Insurance

 

Frank Lapierre CFP®, CLU
Estate and Insurance Advisor

Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life.  His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner.

He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes.  Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.
 

David Tremblett
Trust and Estate Planner

David brings over 20 years of experience as a Trust and Estate Planner. He is also a CERTIFIED FINANCIAL PLANNER® and a member of the Society of Trust and Estate Practitioners.

David has worked extensively with our clients in the area of Estate, Will and Trust Planning, and is committed to providing his expertise by ensuring our clients have a capable executor that can fulfill their duties. When considering who to appoint as executor, he suggests looking for the following qualities: Knowledge, Accessibility, Fairness, Integrity, and Emotional stability.