CSIC is very fortunate to have a have a deep and extensive network of clients, associates, industry professionals and, institutional providers from different professions. We love the fact that we get to work with interesting, successful people, and that our efforts contribute to their well-being. Chances are, if one CSIC client has a need, we will know someone who can fill that need to a very high standard.
Over the years, CSIC has worked with a specific group of professionals who are highly accomplished in their field and hold themselves to a higher standard.
Sabina Mexis – Tax Lawyer
Sabina Mexis is a senior tax and estate planning lawyer in Toronto. She has over 20 years experience in the industry and has been extensively involved in Canadian personal tax planning for high net worth corporations and individuals. Sabina’s tax practice includes the structuring and implementation of tax planning solutions including private corporate re-organizations, corporate finance transactions, asset and share purchase and sale transactions, cross-border tax planning and trust and estate planning. Sabina also represents and assists clients in tax disputes with the Canada Revenue Agency. Sabina is a frequent speaker on various tax and estate planning topics and has published several articles in leading publications on general tax and estate planning topics.
Marc Poitras – Banking Consultant
Marc Poitras has over 12yrs experience in cash flow and debt management, property & casualty insurance and pension administration. As an experienced Banking Consultant, Marc works closely with Craig to help integrate banking solutions with a client's broader financial plan so that all resources go toward reaching the same goals. Now, that's smart banking. Marc serves clients across Canada with innovative banking products designed to help clients become debt-free sooner and reach other financial goals faster by empowering clients to make more efficient use of their monthly cash flow.
Dr. Eric Hatashita – Physician
Dr. Eric HATASHITA MD CCFP FCFP was born and trained in Toronto. After being appointed Chief Resident at Mt Sinai Hospital, he taught part-time in their emergency department as a University instructor while running his own solo practice and serving as sports physician to the National Judo Team. Invited by the Kingdom of Saudi Arabia to assist in developing their Residency Training program, he lived and taught medicine overseas starting in 1996. During this time, he was chosen to become Family Physician to the Royal Family of King Abdullah in recognition of his commitment to clinical excellence. Returning to Toronto with his family in 2005, he brings over 31 years of diverse medical experience to the clinic holding the highest honours in Family Medicine, the "FCFP".
Allen Wong is the President and CEO of Allen Wong & Associates Insurance Agency Limited and is a leader in the Canadian life insurance industry. AWAA is one of Canada’s largest and most respected Life Insurance Brokerage firms (MGA) with over 900 contracted independent life insurance brokers. Allen has over 35 years of experience and has built a reputation in the financial industry for superb technical skills, and often contributes to the development of new insurance products. He has won numerous individual, company, and industry awards throughout his career including exclusive membership in the “Million Dollar Round Table” (MDRT), the premier association for insurance professionals globally.