Senior Wealth Advisor, Portfolio Manager
Darius Muica is a Senior Wealth Advisor & Portfolio Manager with Wellington-Altus Private Wealth.
Senior Wealth Advisor & Senior Portfolio Manager
Ron Zizman is a Senior Wealth Advisor & Senior Portfolio Manager.
Wealth Advisor, Portfolio Manager
Mordechai Kuhnreichh is a Wealth Advisor & Portfolio Manager with Wellington-Altus Private Wealth.
Investment Advisor
Sumreet Dhaliwal is an Investment Advisor with Wellington-Altus Private Wealth.
Investment Advisor
Michael Savoie is an Investment Advisor with Wellington-Altus Private Wealth.
Investment Advisor
Dan Bucci is an Investment Advisor with Wellington-Altus Private Wealth.
Investment Advisor
Robert Gravina is an Investment Advisor with Wellington-Altus Private Wealth.
Associate Investment Advisor
Sara Alexandar is an Associate Investment Advisor with Wellington-Altus Private Wealth.
Administrative Assistant
Kaitlin Faguy is an Administrative Assistant with Wellington-Altus Private Wealth.
Associate Vice-President, Wellington-Altus Insurance
Connie Gale is the Associate Vice-President, Wellington-Altus Insurance.
Vice-President, Advanced Wealth Planning Strategy & Services
Judith Charbonneau Kaplan is the Vice-President, Advanced Wealth Planning Strategy & Services with Wellington-Altus Private Wealth.
Chief Market Strategist
James Thorne is the Chief Market Strategist at Wellington Altus Private Wealth
Senior Vice-President & Lead Portfolio Manager
Wellington Altus Private Wealth
James Virgo is a Senior Vice-President & Lead Portfolio Manager at Wellington Altus Private Wealth
Please send us a message with any questions you may have.
MBA
Senior Wealth Advisor, Portfolio Manager
Darius Muica is a Senior Wealth Advisor, Portfolio Manager with Wellington-Altus Private Wealth. He holds an MBA in Investment Management from Concordia University and started his career with one of the Canadian banks where he quickly worked his way up to Senior Analyst, before moving over to an advisory role.
Darius has spent more than a decade building his wealth management practice, leading one of the top-growing teams at his previous firm, where he also sat on the Investment Council and Product Review Committee helping to set the firm’s strategy in selecting investment products for their platform. Darius was also nominated for Young Achiever of the Year from Wealth Professional Magazine (2019, 2020, 2021) and was awarded Excellence Awardee in 2021.
Darius works diligently with his clients, creating wealth plans that help clients organize and simplify their finances while empowering them to feel in control of the decisions they make. His practice focuses primarily on pension endowment fund style investing by adding alternative investments to portfolios. Darius believes in focusing on cash, risk, and investment management in a tax-efficient framework.
MBA, BA (Hons.), CIM® Senior Wealth Advisor & Senior Portfolio Manager
Ron has been in the financial services industry since 1996, holds the Canadian Investment Manager (CIM®) designation and is a Senior Portfolio Manager. He has extensive experience in business, management and finance working as an economist at the senior level, and director in several businesses and economic roles. He also has a Master’s in Business Administration, giving him the ideal balance of education and training to help families, businesses and not-for-profits become successful.
Ron helps families and individuals achieve their financial goals by using sound financial strategies including a detailed financial plan that guides them in making informed decisions. With regular portfolio reviews, clear communication and a team of financial and tax planning experts, Ron and the team help clients successfully navigate the complexities of the financial tools available to them including estate planning, business sale and transition, intergenerational wealth transfer, and charitable trusts all in the most tax efficient ways.
CIM®, RIS Wealth Advisor, Portfolio Manager
Mordechai Kuhnreich is a Wealth Advisor, Portfolio Manager with Wellington-Altus Private Wealth. As a grandchild of Holocaust survivors who arrived from Europe practically penniless, Mordechai learned at an early age that having money is useless if it isn’t handled and used responsibly.
Mordechai earned his Bachelor of Science (honours) in Finance from Touro University in New York City. He worked with the dean of the business school to create a new curriculum focused on financial planning and personal taxes. He began his career in the wealth division at one of Canada’s big banks as an associate to an established advisor. He then transitioned to the wealth management division of Canada’s largest insurance company.
Prior to joining Wellington-Altus Private Wealth in 2022, Mordechai assisted in establishing one of Canada’s newest investment dealerships (named by Wealth Professional one of Canada’s top wealth teams in 2020). Mordechai continues to implement his strong relationship-building and analytical skills to provide the exceptional level of service his clients are used to.
When not helping his clients grow their wealth, he enjoys playing hockey, reading, and spending time with his wife and two sons. Mordechai particularly enjoys teaching his kids the importance of saving, sharing, and investing. One of his proudest moments was when Jonathan, who was four years old at the time, found a toonie and requested that it be invested for him. Carrying the diligence gene in the family, he then followed up on the status of his investment the following morning at 7 a.m.
Investment Advisor
Sumreet Dhaliwal is an Investment Advisor at Wellington-Altus Private Wealth. He holds an undergraduate degree from York University and a master’s degree from The Schulich School of Business.
Sumreet’s exceptional ability to understand and collaborate with clients in formulating their goals creates a harmonious approach to achieving short-term needs while keeping focus on long-term financial objectives. Through the development of a strong partnership, he helps clients envision a life they can accomplish with the steps created together.
Within his methodology, Sumreet meticulously constructs investment portfolios that not only match clients’ risk tolerance, but also align with their current lifestyle and future ambitions.
Outside of his professional life, Sumreet is a passionate sports enthusiast and actively participates in soccer, hockey, and football. He also enjoys traveling, exploring new cuisines, and challenging himself by running long distances.
Investment Advisor
Mike Savoie is an Investment Advisor at Wellington-Altus Private Wealth. He holds a Bachelor of Commerce degree with a specialization in accounting from the University of Ottawa.
After graduating, Mike began his career in the financial industry, working at a major bank where he assisted customers with their credit and investment needs. Recognizing his aptitude for analysis, he decided to focus on providing investment advice, driven by his passion for helping individuals plan for a secure retirement and achieve financial peace of mind.
Outside of work, Mike enjoys pursuing his hobbies. He is an avid golfer during the summer months and embraces the exhilaration of skiing in the winter.
With his strong analytical skills and dedication to delivering personalized investment guidance, Mike Savoie is committed to helping clients achieve their financial goals and ensuring their long-term financial security.
Investment Advisor
Dan Bucci is an Investment Advisor at Wellington-Altus Private Wealth. He earned his Bachelor of Commerce from the University of Guelph in 2015 and completed the Dale Carnegie Course on Human Relations and Effective Communications. Dan’s passion for wealth management perfectly complemented his interest in finance and love for communicating with people.
As an advisor on his current team, Dan believes that every client’s situation is unique and deserves a personalized experience. His calm and reassuring tone instills confidence in his clients and helps establish strong relationships from the very first meeting.
In addition to his work, Dan volunteers at the Canadian Cancer Society and participates in fundraising for Relay for Life. When he’s not in the office, he can be found lowering his golf handicap or playing tennis at the Roseland Park Country Club in Burlington.
CIM®
Investment Advisor
Robert is an Investment Advisor at Wellington-Altus Private Wealth. He is passionate about the financial markets and helping families build their financial futures. Robert specializes in creating retirement plans that reduce taxes and manage wealth through asset allocation and long-term investments. Prior to joining Wellington-Altus Private Wealth, Robert worked in the independent advisory space and understands the objectivity that comes along with it. He is committed to providing excellent client service and putting their best interests first.
Coming from an Italian-Canadian background, Robert loves spending time with family and friends. When he is not tending to his client needs, he enjoys traveling, watching, and playing sports.
Associate Investment Advisor
Sara was born in Baghdad, Iraq, and was raised in a large Assyrian-Middle Eastern extended family. As the Gulf War came to an end, her parents seized the opportunity for a better life for their five children and immigrated to Canada. They worked hard to build a new life for their family and, through dedication and perseverance, became successful entrepreneurs. Sara, along with her two brothers and two sisters, was raised to understand the meaning of hard work, the importance of education, and the value of never giving up on your goals. All five children are now leading successful lives in the fields of medicine, entrepreneurship, engineering, and finance.
With a world of opportunities ahead, Sara attended the University of Western Ontario, where she graduated with a Bachelor of Arts degree in sociology. While working weekends and summers at a bank, she developed an interest in finance. After graduation, she took on a role as an administrative assistant for a young, growing brokerage team at a bank-owned firm. Sara completed all her industry courses to become an Investment Representative and later completed her CIM (Chartered Investment Manager) designation.
She is now working with Lakeview Wealth Management alongside Darius Muica as an associate investment advisor.
Administrative Assistant
As our Client Service Specialist, Kaitlin is the point of contact for clients calling into the office and is a master of the back-office and administrative procedures required to keep the business running smoothly.
Her calm and friendly demeanor combined with an unparalleled dedication to client service, makes her our secret weapon and an invaluable asset to the team at Lakeview Wealth Management. Kaitlin does everything, including sending out money, booking meetings, opening client accounts, arranging transfers handling client requests and inquiries, administrative client paperwork, and more.
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
She loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith is based in Kelowna, BC and works with advisory teams and clients across Canada to bring innovative tax strategies and estate planning solutions to their wealth plans. Judith believes a client’s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.
Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues. Passionate about tax and making tax planning relevant and accessible to all, she regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
Outside of work, she is an avid runner and cyclist, and loves to explore local trails. She can often be found enjoying the outdoor mountain playgrounds that surround her home.
Chief Market Strategist
Prior to joining Wellington-Altus Private Wealth, James Thorne was most recently chief capital market strategist and senior portfolio manager at a leading independent investment management firm.
He also held various senior investment management positions in the U.S., including chief economist of a major U.S. financial institution, chief investment officer of equities, managing director and chief capital market strategist. During his tenure he developed small, mid- and large-capitalization investment strategies, which employed a combination of quantitative and qualitative analysis and achieved top-quartile performance.
Dr. Thorne received a Ph.D. in economics in the fields of finance and industrial organization from York University and worked as a professor of economics and finance at the Schulich School of Business and at Bishop’s University. He also regularly appears on BNN and in other media outlets.
CFA, CFP, MBA
Senior Vice-President & Lead Portfolio Manager
Wellington Altus Private Wealth
James is responsible for product leadership and oversight of the Wellington-Altus Private Wealth Advice + Managed discretionary investment platform. He also works directly with Wellington-Altus advisors to provide Portfolio Consulting Services to further support their business growth through the delivery of optimal client investment outcomes.
James has over 24 years of experience in the asset and wealth management industry. Prior to joining Wellington-Altus, he held the role of Supervising Portfolio Manager at CI Assante Wealth Management, responsible for oversight of the Managed Account Program. James was also Partner & Private Wealth Leader for Mercer Canada’s Private Wealth Management practice, and National Vice-President & Head of MD Private Investment Counsel and MD Signature Private Wealth Management.
Prior to moving into leadership roles, James worked as both a retail and institutional Portfolio Manager with some of Canada’s largest investment management firms, where he spent a large portion of his time performing economic research, technical analysis, fixed income trading, along with advising and managing relationships with both high-net-worth and institutional clients.
James has a Bachelor of Business Administration degree and Master of Business Administration degree from the University of Regina and holds both the Chartered Financial Analyst and Certified Financial Planner designations. James is a member of the Toronto Society of Financial Analysts, the CFA Institute, and the Financial Planning Standards Council.
CFP®, TEP
Senior Wealth Planner, Advanced Wealth Planning Group
Jennifer is based in Toronto, ON and is a Senior Wealth Planner with over 20 years of experience delivering holistic wealth guidance for affluent Canadians. Jennifer has a passion for educating clients so that they are empowered to make good financial decisions, and she has a particular affinity for estate planning.
Most recently, Jennifer was a Wealth Strategist for several years at one of Canada’s big banks, providing financial planning advice for clients of the brokerage, private investment counsel, private banking, and corporate/commercial divisions. In prior roles she has been a private banker and financial consultant working primarily with medical doctors and their families.
Jennifer graduated from Carleton University with a Bachelor of Arts in Linguistics and has obtained her CFP® and TEP designations.
In her spare time, Jennifer enjoys travel, taking in live music, knitting and walking Toronto’s waterfront and ravines.
