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.
Senior Wealth Advisor
Since 2009, David Semerak has helped clients navigate their financial journeys with a focus on discipline and personalized care. David has a CERTIFIED FINANCIAL PLANNER® designation and is a Chartered Investment Manager (CIM®) and Responsible Investment Specialist (RIS). He brings extensive expertise to every strategy he crafts, ensuring every decision is made with precision and purpose.
David’s approach is grounded in trust, compassion, and execution. He is dedicated to understanding each client’s unique goals—whether they are building wealth, planning for retirement, or creating a meaningful legacy. Committed to delivering exceptional service, David takes pride in empowering his clients to make informed choices, giving them the confidence to secure their future and focus on what they enjoy most.
Outside of the office, David is an avid sports fan and loves to travel—interests that reflect his appreciation for teamwork, strategy, and exploring new perspectives.
Senior Wealth Advisor
Jonathan Kelly is a seasoned financial planner with over a decade of experience advising clients in both the UK and Canada. He is a Personal Financial Planner (PFP®) and specializes in clear, disciplined wealth planning that helps families and professionals make confident, values‑aligned financial decisions. Jonathan brings a global perspective, a commitment to responsible investing, and a calm, educational approach to every client relationship.
Outside of work, he’s a devoted husband and father of two daughters, as well as an avid soccer supporter turned enthusiastic hockey parent thanks to years spent cheering from the sidelines.
Associate Wealth Advisor
Julia Cenedese is an Associate Wealth Advisor with 8 years of experience in the financial services industry. She holds a Bachelor of Commerce in Management Economics and Finance from the University of Guelph, and is a Personal Financial Planner (PFP®) and Responsible Investment Specialist (RIS).
In her role, Julia plays a key part in supporting the day-to-day operations of the practice, with a strong focus on organization, client service, and administrative excellence. She manages client documentation, coordinates appointments, and ensures all processes run efficiently and smoothly. Her attention to detail and commitment to keeping everything on track helps create a seamless experience for both clients and the advisory team.
Outside of work, Julia enjoys spending time with her husband, daughter, and their dog. She is an avid Formula 1 fan and also enjoys reading and going for walks.
