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.
“I relate financial concepts in an easy to
understand way, so that members
feel absolutely confident about their
wealth strategy.” Joshua brings over
20 years’ experience as a financial
advisor, commercial account manager,
financial planner, agriculture account
manager, and mortgage specialist to
ACU. This varied background gives
him distinctive insights that allow him
to not only design comprehensive
financial strategies, but to make
tactical adjustments along the way.
He’s excited about working with the
members of ACU and appreciates
Assiniboine’s focus on the environment
and on social responsibility.
We believe in the ownership of profitable businesses. We help clients achieve financial independence by investing in these businesses. We screen for socially responsible companies and help clients invest in these companies.
We work with clients in developing personal financial plans, with a specific focus on minimizing taxes, planning for your children’s education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.
Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. She focuses a great deal of energy on effective financial planning and is also fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all of her clients with every facet of financial planning to help them obtain their individual financial freedom.
Financial Planning is more than a career; it’s a passion. I continually introduce members to the strategies and investment products that will help you achieve your financial plan.
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
Ian has worked in the investment industry since 1996, joining RBC in 2000. He is a Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) as well as a Senior Portfolio Manager & Investment Advisor. As part of an elite group of advisors at RBC Dominion Securities qualified to offer discretionary portfolio management, Ian had to meet exceptional standards in education, experience and assets under administration.
Ian attended the University of Waterloo, earning a Bachelor of Arts degree (Honours) in economics. He is a member of RBC’s Executive Council, recognized for exemplary business ethics, unparalleled commitment and dedication to clients, and best-in-class investment advice. He believes in building long-term relationships based on trust and is fortunate to have many clients who have been with him since the beginning.
Ian is responsible for the day-to-day management of your portfolio and leading an extended team of tax, estate and financial planning experts to provide you with an integrated wealth management plan.
I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.