Team

I am committed to the financial well being of my clients. This is why I have built my practice with one clear vision. My vision comes to life through solid product knowledge and creative tax effective strategies based on the goals and objectives of my clients.

I take a team approach to this planning, and I look forward to working with you on an ongoing basis to help you simplify your life and maximize your legacy.

I engage the following consultants:

Yar Kolomijchuk
Principle Advisor/Relationship Manager

Volker Gruschow, CA
Chartered Accountant
Volker Gruschow Professional Corp.

Jake Plotsky
Wills & Estate Planning
Kahane Law Office

Gordon B. Lang, FFA, FCIA, FCA, ASA
Senior Actuary
Gordon B. Lang & Associates Inc.

 

Royce Baker, CFA
Wealth Counsellor/Partner
Kinsted Wealth

Jeff Howard, CFA
Wealth Counsellor/Partner
Kinsted Wealth

Josh Nakesch, CFA
Wealth Counsellor
Kinsted Wealth

Adam Payne, CFA
Wealth Counsellor
Kinsted Wealth

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