26 Wellington St. East, Suite 800, Toronto, ON M5E 1S2
T: 416-366-1451 | F: 416-368-9801 Map It
As a Consultant in our Toronto office, Emerita considers it a privilege to be part of someone’s life through its various stages. From young adulthood to retirement, she collaborates with high-net-worth families and executives to create dynamic total wealth management solutions.
Specializing in trust and estate planning issues, Emerita helps clients protect their assets by setting up family holding corporations, private foundations, and family trusts as a means of intergenerational wealth transfers.
In addition to providing financial counsel, she is involved with T.E. Wealth’s Family Office Services (FOS) for ultra high-net- worth clients, providing family administration functions, family philanthropy, and implementation of advanced succession/estate planning among other services.
Emerita began working in the financial services industry in 1996 and holds the Certified Financial Planner (CFP®) and Trust and Estate Practitioner (TEP) designations. She has a Bachelor of Science degree in Business Administration (Economics) and a Master of Arts in Economics from the Philippines. Upon arriving in Canada, she completed the Financial Planning degree at Seneca College, and obtained a Marketing Certificate at Ryerson University.
In her spare time, Emerita enjoys spending time with her husband and daughter, occasionally jet setting with them to foreign destinations.
Conseillers T.E. est une marque de commerce et une désignation commerciale de iA Conseil en placement inc. (« IACP »). IACP est une filiale indirecte en propriété exclusive de Industrielle Alliance, Assurance et services financiers inc. (« IAASF »). IAASF est inscrite à la bourse de Toronto (symbole:IAG). IACP est inscrit à titre de gestionnaire de portefeuille dans toutes les provinces, à titre de gestionnaire de fonds d’investissement en Ontario, à Terre-Neuve-et-Labrador et au Québec, et à titre de courtier sur le marché dispensé en Ontario.