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CKA®, Certified Kingdom Advisor®
RIS, Responsible Investment Specialist
RIAC, Responsible Investment Advisor
I provided financial planning and wealth management advice specifically tailored to personal and professional needs and priorities. I work with you to help develop clear objectives and achievable goals, while delivering the peace of mind you and your family are looking for.
I have over twenty years of working in the field of socially responsible investing. Working closely together with my clients, I build custom portfolios based on the social and environmental values that they wish to incorporate into their overall investment strategy. I have previously served on the RIA board for nine years and was President and Chair for over three years. There has been tremendous growth in this area lately and there are many more options to choose from ..not all choices are the same. I look forward to working with new clients to achieve their financial goals and dreams through responsible investing.
I bring my clients peace of mind by creating a clear, actionable strategy that allows them to meet their goals.
Whether our goals are accumulating wealth, or drawing a retirement income from life savings, I help navigate the complexities of the financial world, and the unpredictability of all stages of life.
There are many financial decisions to make throughout your life. I help my clients make the right ones.
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I believe that my team’s ability to help clients effectively manage their wealth is directly related to how they live, grow and work towards their dreams. The technical skills and talent that we bring to the table are important. But wealth management goes beyond that.
We start with listening, in order to properly understand our clients’ needs. We then work with them to tailor an effective strategy that balances capital preservation and income growth. But we also take into consideration intangibles, such as life experience, thinking outside the box, and taking environmental and social responsibility into account.
Once we’ve taken the time to get to know each other, then it’s time to drill down to develop, commit to and implement a strategy. At that point, things like economics forecasts, asset allocation ideas and tax efficient investing become more important. Growing, managing and transferring wealth to the next generation is a life-long project.
Let’s get started.
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.
Michael Silicz is the award-winning Portfolio Manager of the Silicz Wealth Management Team at National Bank Financial in Winnipeg. Michael uses Responsible Investments and buys and holds Canadian, US, and International companies that exhibit strong Environmental, Social, and Corporate Governance (“ESG”) scores relative to their peers. Michael is a director with the St. Paul’s College Foundation at the University of Manitoba, the major Catholic higher education institution in the province.
I help professional women & their families who are ready to free themselves from the stressful burden they feel about their money. Together, we will plan your finances around the life you want to live. We will create a plan that’s designed for your attitude towards risk and most importantly about the life you want to lead.
Ian is a Portfolio Manager, Director, and Vice President of Odlum Brown Limited, and a member of the firm’s Executive Committee. He has a strong interest in the impact of ESG issues on corporate strategy and valuation. He contributed to the review of CFA Institute’s ESG Disclosure Standards and the development of the new Climate Investing Certificate. He also holds CFA Institute’s Certificate in ESG Investing.
As a practitioner Ian integrates ESG considerations into his work with clients. In his 2024 Oxford PhD thesis he examined institutional proxy voting on ESG-oriented shareholder proposals to develop a ‘modern proxy theory’ to improve global ESG outcomes. Ian also combines his practical and academic experience in a UK-based social venture – OxProx – that aims to improve transparency and accountability of proxy voting globally.
Ian holds undergraduate degrees from UBC and graduate degrees from Dalhousie and Carleton universities, as well as a post-graduate diploma from the University of Oxford. He is a longstanding community volunteer and is a past board chair of the Responsible Investment Association, the UBC Foundation, the UBC Alumni Association, and CFA Society Vancouver.