Certified Financial Planner specializing in Responsible Investments and Investment Income Planning.
Certifications in Responsible Investment: Responsible Investment Specialist (RIS)
Timea Sarkozi
Do you wonder if you will be able to educate your children, or retire when you want with an income that allows you to spend time doing what makes you happy and fulfilled? What if life throws you some unexpected curves, such as a divorce or death of a spouse? Timea helps individuals and families create and maintain their highly personal financial road maps so they have peace of mind along that road.
With close to 30 years experience (since 1992), and a Certified Financial Planner since 1998, Timea has all the skills required to create comprehensive and effective plans to help her clients reach their financial goals. Very early on, she realized that women have unique financial planning needs. She started holding well-received financial planning seminars for women in 1994, for women’s organizations, for McMaster University (her alma mater), The Halton Board of Education, and other companies. In the early 2000’s Timea was one of the first financial planners in Canada trained in Collaborative Law and earned her Certified Divorce Financial Analyst designation and recently received her Responsible Investment Specialist designation. She is passionate about continuing her education and staying current.
Timea is a long-time Rotarian, and feels strongly about contributing to worthy causes. In her downtime, she enjoys travelling, cooking, reading, volunteering, stand-up comedy, the arts and the outdoors. Timea lives in Burlington with her husband, Dave, her two teenage sons and their beloved family dog, Chester.
Michael Derby
Todd Kennelly
Barbara Wallick
I work with Professional Women who want to have an impact in the world. Who want to understand how they can plan, invest and build wealth in a way that is ecological. After over 3 decade in the Financial Services business with Women and Families I have seen 1000’s benefit from creating a strong Life and Financial Plan. I see the process as self care. What makes me unique is that I use my Certifications in Coaching, Time Line Therapy® and Hypnotherapy to assist clients in releasing old money beliefs and patterns, so that they can rewrite their Money Story to one of confidence leading them to further success. I offer Coaching, Financial Planning, Investment Plans and Insurance. I make your experience not only educational but comfortable, like sitting down wrapped in a warm blanket with a cup of your favourite beverage. I believe working in partnership with my clients, it is your money, your future lets make it the best one it can be. Create a Life you never want to retire from.
Jeffrey Yopyk
My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.
Joanne Shaw
As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.
Audrey Nut
Michelle St Arnault
For more than 33 years, Michelle has been helping individuals and families achieve their financial planning goals by providing advice in all areas of financial planning.
In addition to her current role as advisor, Michelle has experience in numerous positions within the industry including:
Dealer Partner/Director
Branch Manager
Provincial Compliance Officer
Michelle works with and is supported by industry professionals and specialists, and by her husband and licensed assistant Dennis St. Arnault.
In her spare time Michelle does a lot of gardening and laughing at her cats, Chico and Teddy.
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.