Our team

Paulina is a dedicated professional who specializes in assisting individuals, families, and business owners in effectively managing their financial matters. With a keen eye for detail, she thoroughly assesses all facets of her clients' financial situations to craft comprehensive plans that foster wealth growth and preservation. Her unwavering commitment extends to helping clients achieve their unique financial objectives.

Paulina's expertise shines through in her work, particularly when it comes to developing strategic financial blueprints for high net worth families and businesses. Her extensive background equips her with the skills necessary to navigate the complexities of wealth planning.

Paulina's academic journey led her to earn a Business Honours Degree (BBA) with a specialization in finance from Wilfrid Laurier University. This educational foundation plays a pivotal role in her ability to offer insightful financial advice that is grounded in both theory and practical application.

Beyond her professional accomplishments, Paulina leads a fulfilling personal life. Married and blessed with three children, she skillfully balances her family commitments with her professional pursuits.

In her moments of leisure, Paulina embraces outdoor pursuits. She relishes the joys of walking, and biking along the serene local trails. These activities not only contribute to her well-being but also provide a tranquil escape from her busy schedule.

Overall, Paulina's multifaceted life showcases her commitment to financial excellence, family values, and a healthy lifestyle. Her passion for her work and her dedication to her family and personal interests define her as a well-rounded individual who strives for success in all facets of life.

Chris is a highly experienced professional in the Financial Services industry, with an impressive career spanning over 50 years. With a strong background in accounting and extensive financial expertise, Chris offers invaluable advice and recommendations working closely with clients to establish a solid financial foundation.

Recognizing the importance of building wealth and generating income from assets, Chris identifies opportunities to maximize returns and helps clients make informed decisions regarding their retirement nest eggs.

Chris's dedication extends to protecting his clients' families through meticulous estate planning. By formulating effective estate plans, he ensures that assets are distributed in a tax-efficient and timely manner, providing peace of mind for his clients and their loved ones.

Known for his exceptional ability to simplify complex financial matters, Chris creates personalized financial roadmaps that guide his clients toward their desired goals. He is committed to helping individuals and families navigate their financial journeys with clarity and confidence.

Chris also dedicates and volunteers his time by managing and sitting on the board of a non-profit organization dedicated to providing affordable housing in the community. He has also travelled overseas to help impoverished communities in Honduras and has climbed Mt. Kilimanjaro to raise money for the Make-A Wish foundation.

With his wife of over 50 years he enjoys travelling and spending time with his family and grandchildren.

Eugenia is a seasoned professional with over 35 years of experience in the financial industry. With a strong commitment to delivering the highest level of service, Eugenia has built a reputation for providing clients with the exceptional care and attention they expect and deserve.

Known for her impeccable organizational skills, Eugenia excels in planning and organizing events, ensuring seamless execution and client satisfaction. Her dedication to excellent client service has earned her the trust and loyalty of numerous individuals and organizations.

Eugenia continues to be a driving force in the financial industry, leveraging her extensive expertise and unwavering dedication to achieve outstanding results for her clients and organizations."

Beyond her professional endeavors, Eugenia is a family-oriented individual who cherishes the importance of personal connections and meaningful relationships. In her leisure time, she indulges in her passions for travel and reading, constantly seeking new experiences and knowledge.

Eugenia is a seasoned professional with over 35 years of experience in the financial industry. With a strong commitment to delivering the highest level of service, Eugenia has built a reputation for providing clients with the exceptional care and attention they expect and deserve.

Known for her impeccable organizational skills, Eugenia excels in planning and organizing events, ensuring seamless execution and client satisfaction. Her dedication to excellent client service has earned her the trust and loyalty of numerous individuals and organizations.

Eugenia continues to be a driving force in the financial industry, leveraging her extensive expertise and unwavering dedication to achieve outstanding results for her clients and organizations."

Beyond her professional endeavors, Eugenia is a family-oriented individual who cherishes the importance of personal connections and meaningful relationships. In her leisure time, she indulges in her passions for travel and reading, constantly seeking new experiences and knowledge.

Cassandra is a dedicated and versatile professional who plays a crucial role in our team's success. Currently pursuing a full-time degree in Business Administration at Wilfrid Laurier University, Cassandra combines her academic pursuits with hands-on experience in marketing, social media content creation, and efficient office administration.

Cassandra is a valued member of our team, actively participating in various projects throughout the year. Her collaborative spirit and willingness to go the extra mile make her an asset in achieving our collective goals.