Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
RIS
Wealth Advisor
With over two decades of experience in the financial services industry, Angela has become a trusted partner on the journey to financial security and prosperity. Since beginning her career in 2000 at retail credit union branches, Angela has expanded her expertise across various roles, ultimately specializing in Wealth Management in 2012. She took a significant step forward as an Investment Representative and has been dedicated to helping clients ever since.
Since 2020, Angela has focused on providing personalized, insightful solutions that not only support but also safeguard her clients’ financial well-being.
Angela’s extensive knowledge encompasses life and disability insurance, investment planning, and estate settlement, ensuring that every client benefits from her comprehensive approach. Her commitment to attentive, professional service shines through in every interaction, making her a valued partner for those looking to secure their financial future.
Senior Wealth Advisor
Sandy earned his Bachelor of Commerce from the University of Windsor in 1992 and returned to complete his MBA in 2000. Since beginning his career, he has held diverse roles across the financial services sector, including personal, small business, and professional banking. These experiences have equipped him with a deep understanding of clients’ needs from multiple perspectives.
Since 1998, Sandy has built a loyal client base by prioritizing their goals and interests above all else. He takes care to explain financial solutions clearly, ensuring clients feel confident and informed. Over the past two decades, he has guided his clients through turbulent market conditions, helping them stay focused on long-term objectives while remaining flexible to short-term changes.
Sandy is ready to collaborate with clients to develop a personalized financial plan that covers retirement, estate planning, insurance, and investment strategies.
B.COMM, CFP®, CIM®
Senior Wealth Advisor
A University of Windsor Honours Bachelor of Commerce graduate, Michael has dedicated his career to financial planning since 2000. He works proactively with clients and their tax advisors to design sustainable, tax-efficient investment and retirement income strategies. This thorough, hands-on approach provides clients with the ultimate peace of mind through every life stage and economic cycle.
