Our Team

Russ grew up in Kitchener and attended Conestoga College where he graduated with honours from the Financial Planning Program. He gives-back to the college as an active member of their Program Advisor Committee. 
He holds many important industry designations including CFP (Certified Financial Planer), CIM (Chartered Investment Manager) FMA (Financial Managment Advisor) CPCA (Certified Professional Consultant on Aging). 
Russ lives in Breslau with his wife, Sarah and two children, Bryce and Blake. When not working, he is busy with many family activities and enjoys time at the cottage. 

Russ has been helping clients achieve their financial goals and working with families managing Wealth Strategies for more than 18 years. 

Tanya has enjoyed helping clients achieve their financial goals and working with families managing wealth strategies for more than 20 years.
 
She has lived in the city of Guelph for the past 25 years with her husband Mike and two children Mila and Aidan.  Tanya values quality time spent with her family. She enjoys travelling, exploring different cultures, hiking and curling up with a great book.

Bailey assists the team and our clients with day-to-day maintenance and administration. Bailey has worked in the industry for 4 years, previously attending Conestoga College where he graduated with distinction from the Financial Planning Program.

Bailey grew up in Cambridge and now lives in Drumbo with his spouse, Madison and their two cats. While not at work, Bailey enjoys cooking, tinkering on everything from computers to gardens and spending time outdoors.