Wynn’s focus is organizing wealthy families’ lives and determining what is important to them. She has 20 years of experience in the investment industry, a solid background in trusts and estates, exceptional interpersonal skills and a detail-conscious approach that helps her clearly understand our affluent families’ issues and goals. Wynn specializes in guiding families in the transfer of their wealth intergenerationally. Wynn co-ordinates our team’s professionals. She holds her Bachelor of Business Administration (BBA) from Wilfrid Laurier University and her Canadian Investment Manager (CIM) and Certified Professional Consultant on Aging (CPCA) designations as well as her Level II insurance license.
Mike is responsible for all investment reporting, trading and the preparation of family year-end and semi-annual reviews. During tax season, Mike liaises with tax accountants to provide the necessary tax slip summary that simplifies tax reporting for our families.
Maria is responsible for our marketing, business development and client events and seminars. She has been in the financial service industry for over 25 years. Maria’s experience includes sales, operations and relationship management.