Our Team

Derrick Lee-Shanok

Financial Advisor

Dedicated to helping his clients establish solid investment foundations for financial stability and security, Derrick Lee-Shanok continues to provide his clients the excellent service that earned him an Award of Excellence (Top Regional Advisor) at TD Canada Trust. He began his career in finance in 1998, working in a variety of sales and customer service positions before becoming a financial advisor in 2005. In 2008, he moved to Dundee Private Investors, now part of HollisWealth, where he specializes in helping families with disabled loved ones.

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Erin Blair

Financial Planner

Erin Blair is a Certified Financial Planner who started her career in the financial industry in 2009 out of Queens University. She began working for a large wealth management firm modelling and trading managed accounts while getting certified to be an advisor herself. She transition her focus to insurance in 2017 and now works exclusively with clients to provide education and  long term accessible insurance for families.

Graeme Treeby

Financial Advisor

The “Special Needs” Planning Group is an organization that is made up entirely of parents of people with disabilities. We feel that this is important since we believe that no one can simply read a book and truly understand the feelings and concerns that parents have with respect to the needs of their sons or daughters with disabilities. We are experienced, knowledgeable professionals who understand the issues because we are living those issues. We are not experimenting with your family member’s situation. We use a team approach to planning using Planners, Lawyers and Accountants, all of whom are specialists in planning for people with disabilities and we provide solutions which include much more than just a will and a trust account.

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PooranLaw Professional Corporation

PooranLaw is led by a group of like-minded lawyers who have devoted the majority of their personal and professional lives to promoting inclusion, enhancing the lives of people with disabilities and working to improve the greater social good.

York Support Services Network

York Support Services Network offers a range of developmental services and mental health programs throughout York Region and South Simcoe.

We know where you're coming from. We'll get you where you need to go.

It's time to secure the future, support your family and move forward with confidence
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