Trish holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI®). She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate our clients’ financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her abilities to maximize tax and estate planning strategies. She has strong attention to detail, and services our clients with a tailored approach to meet their specific needs.
Type of License: IIROC
Nick Dominijanni
My practice as an advisor is focused on managing wealth for yourself, your family or your business, we provide the professional advice you need. We’ll help manage your investments, fund your new business venture, plan your retirement, protect your financial security and plan your estate.
My passion as an advisor goes above and beyond meeting my clients needs. As a father to two young boys, I want to set the example that you can be a successful advisor AND make a positive contribution to society through responsible investing. I am particularly focused on climate change and how the investment industry and professionals such as myself can be part of that solution.
Maryana Sokolyuk
We are Wermenlinger Sokolyuk Group (GWS), a group of advisors offering sustainable financial strategies for high net worth investors. Our team specializes in integrated wealth management, providing discretionary portfolio management along with tax and estate strategies. Our inclusive consulting approach is designed to meet the objectives of both the couple and each individual, including tax and business requirements. In other words, we manage your entire family’s wealth to cover the needs of every generation.
Our investment style is focused on asset growth and conservation, avoiding speculative trends. Our group’s members all share the same strong commitment to sustainable finance. For us, responsible investing is not simply a new fad, it’s a paradigm that’s here to stay. We know how to manage risks related to climate change and our investment approach follows the principles of sustainable development. Because we believe it is possible to grow your portfolio while leaving a positive legacy for future generations!
MISSION
To help our clients achieve their life goals through integrated wealth management and sustainable investment, while building trusting relationships that redefine their outlook on financial planning.