Certifications in Responsible Investment: Responsible Investment Specialist (RIS)
Irene Walsh
Kevin Zakus
Rajiv Bissessur
As Responsible Investment Specialist and member of the RIA, I help my clients achieving their financial goals along with their values.
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Sanden Hempstock
As a Scotiabank Investment Specialist Associate, I am committed to helping my clients feel more confident in their financial future.
My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savor today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.
Using a disciplined approach, I advise on the following valuable services:
– Goals/financial assessment
– Customized financial planning
– Tailored investment solutions
– Retirement and retirement income planning
– Tax-deferral strategies
I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs.
As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.
Matt Ewonus
We’re a caring, dedicated team of experienced advisors who’ve been serving Communities in British Columbia for over 30 years.
We believe it’s never too late to start planning for tomorrow. We know that even the smallest of steps can make a big difference. We’re here to help. From personal financial planning and investment advice to ensuring the health and security of businesses and their owners, we’re the team you can count on.
Your goals are our goals. Why? Because when you win, we win. It’s that simple. You getting ahead, realizing your goals, achieving financial security and freedom is our incentive to always go the extra mile.
What does that mean for you? It means we’ll never recommend something that you don’t need and/or can’t use. It means making sure the advice, support and investment options that we give you are what you need to reach your goals.
Elise Keller
Kelley Reid
Comprehensive financial planning
Scott Howe
Thomas Ogilwy BA. PFP, QAFP, RIS
Wealth preservation is the basis for all my investment decisions, but I also incorporate Tax efficient investing knowing it is not what you make but what you keep that matters.
Creating a plan is essential to accomplishing any endeavor. Whether it is a comprehensive financial plan, a retirement plan or an investment plan to provide for your family I work with clients to create proposals that ensure their goals are achieved.
Having invested in renewable energy for decades it made sense to complete my Responsible Investing Specialist (RIS) designation from the Responsible Investing Association and thus I’m comfortable building individualized fossil free and socially responsible portfolios for my clients and members.
I am an investment advisor and financial planner with 15 years experience. From CSI I hold the Personal Financial Planner (PFP) designation as well as the Qualified Associate Financial Planner (QAFP) from FP Canada. I’m currently a member of the Responsible Investing Association, the Canadian Institute of Financial Planning as well as FP Canada. Through these affiliations I am constantly upgrading my knowledge with seminars and courses.
As a securities-licensed advisor with Aligned Capital Partners, I can provide a broad range of investment solutions including stocks, bonds, alternative investments, Exchange Traded Funds, and mutual funds on a fee-based platform matching a cost structure to suit your requirements.
Serving the Toronto GTA region and willing to travel for meetings.