Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Services offered: Will & Estate planning
Richard Lawrence
Terri Szego, Doug Jones and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve their financial goals.
We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the expertise of partners, both within BMO and outside the firm.
Together with Ann McCarron, Mario Glavas and Glen Breglia, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market, the foresight to implement new ideas and the continuity of a stable relationship that spans through generations.
Collin Chow
Robert Rusak
I bring my clients peace of mind by taking them through the financial planning process to establish the lifestyle they want to have in retirement. I work with the client to implement a strategy that will allow them to reach their financial goals.
Barbara Reid
Responsibility. Sustainability. Good governance. These are not just words but the backbone of my practice. With 35 years of experience, I have been building portfolios that have focused on responsible investing practices for most of my career.
Kristel High
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.
John Stewart
My career began over 30 years ago on the bond desk of a major dealer, and over time, I eventually made my way to pension services at another firm. Almost 20 years ago, I joined TD Asset Management and eventually led a team of Investment Specialists. In 2003 and 2004, TD gave me leave to serve with the Canadian Army in Afghanistan (I was a Major in the active Army Reserve, and finished with 42 years of service in Canada and many parts of the world). After service in Afghanistan, I came back to TD and made my way back to the role of Investment Advisor, which I thoroughly enjoy!
In addition to my various financial designations, I hold a degree in Latin American Studies with a concentration in Developmental Economics (B.A.) from University of Toronto, and a Master of Laws (LL.M.) in Commercial Law – litigation, which I earned in England. I have also graduated from U of T with programmes in Business, Human Resources Management, and Alternate Dispute Resolution, and from the United Nations OCHA programme conducted in Buenos Aires by the UN. My ongoing involvement in the University of Toronto has included serving on Governing Council, where I was the Vice-Chair of the University Affairs Board, and Chaired the Boundless Campaign for Woodsworth College. I also served for many years in the role of Board Member and Treasurer for Academics Without Borders, St. John Ambulance Council For Ontario and have been involved in the governance of many other organizations.
Agnes Balcerzak BA, CFP, PFP, RIS
“A goal without a plan is just a wish”
– Antoine de Saint-Exupery
As a Wealth Advisor, my role is to help my clients plan for and protect their financial future, while achieving peace of mind in the present. I help my clients define their goals and then structure a plan that will act as a road map to achieve those goals. I truly believe in building trust and long-lasting relationships with clients. My goal is to help them understand and navigate the financial world.
For me, financial planning is more than just a career; it’s a passion. I am committed to ongoing education in my chosen field to ensure I am always up-to-date on all the complex issues that take place in this exciting and dynamic industry.
I welcome the opportunity to discuss your financial goals and establish a strategy for your investment, tax and retirement planning.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Coro Strandberg
Coro Strandberg is a thought leader and advisor on embedding sustainability into the marketplace. She specializes in corporate sustainability, sustainability governance, social finance, banking and insurance and socially responsible investment. She has 25-years experience in this work from her days as director and Chair of Vancity Credit Union, which created the first SRI fund in Canada shortly before Coro joined the Board. She was a founding trustee of Ethical Funds Inc., Canada’s most comprehensive family of socially responsible mutual funds.
Clients hire Coro for advice on sustainable and impact investment strategies and social finance and social insurance business models. Community Foundations of Canada, for example, hired Coro to help them launch their responsible investment education and engagement program for community foundations. She authored much of the original Canadian research on impact investing, socially responsible investment, and sustainability governance which she posts on her website along with her other social finance publications.
Coro was a member of Canada’s National Advisory Board to the Social Impact Investment Taskforce established by the G8. Currently she is an advisory panel member to the Office of the Auditor General’s Sustainable Development Commissioner and on the board of BC Lotteries Corporation.
Coro was recognized as the top CSR consultant by Canada’s Clean50 in 2015 for her impact.
Catherine Philogène, CIM, RIPC
Catherine has over 20 years of experience in the investment funds industry and as VP, Product Management, ESG Funds at RBC Global Asset Management (RBC GAM), leads the execution of product-related initiatives. She works closely with various teams at RBC GAM to drive the adoption of responsible investment within the Individual Investor business through education and communication.
In 2009, Catherine joined RBC GAM as a Portfolio Specialist and during her nine-year tenure in the Investment Products Advisory Group covered fixed income, quantitative and ESG strategies. Prior to that she spent seven years at Phillips, Hager & North in their direct-to-investor business.
Catherine has a Master of Music from the New England Conservatory of Music and Bachelor of Music from the University of Ottawa. She holds the Canadian Investment Manager (CIM) designation as well as the Responsible Investment Professional Certification (RIPC).