Our Leadership

As a financial advisor who is also a lawyer with an MBA in business strategy, Konstantine's unique value proposition is his comprehensive understanding of the legal, financial, and strategic aspects of wealth management. He has a deep understanding of the complex legal and financial regulations that affect investments, taxes, and estate planning. This allows him to provide clients with comprehensive advice and solutions that are legally compliant and tax-efficient. Konstantine's background in business strategy also allows him to help clients create personalized financial plans that align with their long-term goals and business objectives.

Konstantine's ability to provide integrated legal and financial advice can help clients navigate legal challenges related to estate planning, business succession, and asset protection. He helps clients create strategic plans for their businesses and investments that maximize their financial returns. By the integration of legal, financial, and strategic advice, Konstantine can provide a bespoke experience to his clients that encompasses all areas of financial planning.

As a CERTIFIED FINANCIAL PLANNER professional with a specialty in creating retirement income withdrawal plans, Mike's unique value proposition is to provide peace of mind and financial security to clients during their golden years.  Mike specializes in helping retirees & business owners create sustainable income streams that can support their lifestyle throughout their retirement. With his expertise in retirement planning, Mike can develop customized strategies that will maximize their retirement income and minimize their tax liabilities.

Mike's approach involves a comprehensive analysis of our clients' retirement portfolio, including their assets, liabilities, and projected expenses. By considering all these factors, Mike can create a personalized retirement income plan that is tailored to clients' specific needs and goals. Mike also provides ongoing support and guidance to ensure that their retirement plan remains on track, adjusting it as necessary to accommodate changes in their financial situation or market conditions. With his expertise, our clients can enjoy their retirement years without worrying about financial uncertainty, confident in the knowledge that they have a solid plan in place to support their lifestyle and leave a lasting legacy for their loved ones.

As a 25 year CERTIFIED FINANCIAL PLANNER professional with a CPA and MBA, Teresa brings a unique perspective and skill set to the table that sets me apart. Her extensive education and experience have equipped her with the knowledge and expertise to help clients achieve their financial goals in a comprehensive and effective manner. With a deep understanding of accounting, tax planning, and investment management, she is able to provide holistic financial planning solutions that take into account a wide range of factors and considerations.

Teresa's long track record of success and dedication to our clients sets her apart in the financial planning industry. She is committed to building long-term relationships with clients based on trust, transparency, and exceptional service. Whether our clients are just starting out on their financial journey or are seasoned investors looking to take their wealth management to the next level, she is there provide the guidance and support they need to achieve financial success and security.  As a member of the Chartered Professional Accountants of Ontario, and a Chartered Accountant, Teresa pays particular attention to tax implications in developing wealth accumulation and retirement plans for clients, as well as strategies for intergenerational wealth transfer.