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.
CIM®, PFP®, CPCA, FCSI®
Senior Portfolio Manager & Senior Wealth Advisor
With 30 years of experience, Ilana has successfully built robust financial futures for her clients, that go beyond mere numbers. She integrates her clients’ unique needs, values, and long-term aspirations into a powerful, actionable strategy. Ilana is committed to ensuring her client’s ultimate financial goals are met.
Associate Investment Advisor
Within Sterling Asset Management, Mike provides highly personalized wealth management solutions for high-net-worth clients. With over 15 years experience in the financial services industry, Mike’s credentials include a Bachelor of Business Administration (BBA), CERTIFIED FINANCIAL PLANNER professional, and Chartered Investment Manager (CIM®). This comprehensive expertise enables him to deliver integrated financial planning and investment management, focusing on wealth preservation, growth, and intergenerational transfer. Mike, alongside the Sterling Asset Management team, is committed to providing the highest calibre of service and achieving superior financial outcomes for clients.
Associate Investment Advisor