Jennifer specializes in planning and educating busy executives and their families formulating an action plan for their investments to achieve their goals. Incorporating risk management and estate planning to ensure a comprehensive blueprint is created. With over 15 years of experience, Jennifer has also worked to receive her Certified Financial Planners(CFP) designation, Elder Planning Counsellors (EPC) designation and her Canadian Investment Manager (CIM) designation. When not in the offi...

As a Wealth Advisor Chris takes a holistic approach to meeting his clients' personal, family and business financial needs. He works with his clients to help identify financial goals and then draws on the expertise of TD Wealth specialists to create and implement an integrated wealth management solution. 

EPCOH Insurance Advisor

John has been working in the financial services industry for more than 20 years and earned his CFA (Chartered Financial Analyst) Charter in 2006. This designation gives John a specialized level of knowledge in portfolio management and investment analysis.  For the past 13 years, John has run his own financial planning businesses, with his current company being CK Wealth Management.

Loren has worked in the capital markets for 25 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation and completed her MBA at the University of Toronto. She has been advising high networth clients and foundations since 2003.

Stephen and his wife Kim have lived in Oakville for over 3o years and have three adult daughters. Over the years I have been active in the Oakville community including coaching my daughters in soccer and hockey. Growing up in Kingston it only made sense that I would attend Queens University and there I earned a B.Comm. After working for many years in software and technology I made the transition to financial services in the mid-2000s. I am currently licensed as a Dealing Representative wit...

EPCOH Investment Advisor

Jordan and his team specialize in working with business owners and their advisory team to identify and quantify tax and estate planning needs. Where those needs include life insurance, they will implement the proper strategy to achieve the client’s goals in a tax efficient manner. Jordan entered the insurance industry in 2015 after working at a mid-sized public accounting firm where he focused on accounting and taxation of owner managed businesses. He is a Chartered Professional Accountant a...

Troy is a highly motivated and accomplished lawyer turned senior level financial professional with extensive skills and experience as a financial planner, banker, investment management and wealth management adviser. As Vice-President of FFM Capital Inc, he is dedicated to actively promoting alternative investment solutions to individuals, corporations, and trustees (both domestic and international). Troy has a Bachelor of Arts degree from Queen’s University in Kingston, Ontario and a Law Degree...

Tara Moreiko is the Manager of Financial Planning at First Affiliated. Prior to joining us in 2019, Tara earned her Certified Financial Planner® designation in 2001 and has provided financial planning services to Family Office clients, executives and entrepreneurs for over 18 years. Tara is currently pursuing her Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP).

Matthew entered the Financial Services Industry in 1999 and since that time has become fluent in the language of “relating to his clients, and serving their financial needs.” He understands that each individual, family, or family business is unique and therefore has unique needs. Matthew takes the time to understand and meet those needs on behalf of his clients, whatever financial strategy or product that may call for. He specializes in creating tax-efficient retirement cash flow, and extracti...

Jennifer's formal education and industry certifications combined with her ease of conversation and ability to connect with people gives clients a clear sense of being in the right place at the right time. Networking and leadership come naturally to Jennifer. She devotes time to her Alma Mater by networking with Ivey Business School MBA candidates & graduates, as well as the Oakville Chamber of Commerce Young Professional and Entrepreneur Group. She is a member of Estate Planners' Coun...

Mark likes to embrace a situation and make it better. And, whether that is a client’s circumstances, the back garden or a charitable event, Mark is a “fixer”. Mark Winson became a partner of Wise Riddell Financial Group in 2001, with a primary focus on financial and investment planning. Mark is a graduate of the Ivey School of Business, a Chartered Investment Manager, holds a degree as a Certified Financial Planner, and is a member of the Society of Trust and Estate Practitioners. Mark...