John DiSabatino, MBA, CPA, CMA

Portfolio Manager & Investment Advisor

John’s extensive educational background includes an undergraduate degree in finance and economics from the University of Western Ontario, diploma in accounting from Wilfred Laurier University, and MBA from McMaster University.  Accredited with a Chartered Professional Accountant designation, John’s previous professional experience  includes tax consulting with PricewaterhouseCoopers and auditing for the Canada Revenue Agency.  As an Investment Advisor and Portfolio Manager, John brings over 20 years of experience working for large Canadian and International wealth management firms. John has also provided market updates and investment strategies for the Business News Network and the Globe & Mail.

 
 John is married with three children who all share in his passion for travelling and experiencing new cultures and cuisines. In addition to being an avid sports fan, John enjoys baking sourdough breads and growing organic vegetables in his garden.  
 
Using a holistic approach, John incorporates his tax accounting knowledge with over two decades of investing experience to deliver an integrated and customized wealth management solution to clients. 

Jeremy Donath, BA, LL.B, CIM

Portfolio Manager & Investment Advisor

Jeremy studied Political Science as an undergraduate and went on to earn his Law degree from the University of Western Ontario. He was called to the bar in July 2003. Subsequently, Jeremy spent over 15 years as an Investment Advisor and Associate Portfolio Manager at a large national firm. Jeremy is married with three children. He has a thorough love of sports especially NFL football and NBA basketball. Jeremy is an avid connoisseur of Hollywood movies. It is quite the challenge to find a movie that he has not viewed. He loves travelling and adheres to a regimented fitness routine. Jeremy has a deep rooted family history of giving back to charitable programs and foundations such as Out Of The Cold & Adam’s Dream Fund at The Hospital For Sick Children. 

Jeremy and John’s practice adheres to the mantra of “Invest Beyond The Ordinary” - which is the crafting of individually customized tailored solutions through the use of some traditional but also non traditional  investments. Jeremy believes wholeheartedly that investing with an advisor should not just constitute a relationship whereby a client receives standard investment advice. An Investment Advisor should also provide value added information as well as education to help clients make the most informed decisions possible. 

This type of advice requires Jeremy and his team to become intimately familiar with each clients personal goals. Then, once familiar with those customized needs to conduct vast amounts of due diligence, research, time and focus beyond the ordinary to achieve them.

Marco Liberatore, CIM, CFP

Investment Associate

One of the things I love best about what I do, is getting to help clients of various needs and backgrounds fulfill their financial goals and dreams.  I have been doing this for over 20 years, so I understand the complexities of financial planning and navigating clients’ investments through all types of market conditions.  I am passionate about what I do, and I derive no greater joy than simply helping people.  

I am a Certified Financial Planner and Portfolio Manager, but that just tells you I am a qualified professional in my field.  What it doesn’t tell you is that I genuinely care about helping people just like you.  I not only want to help you achieve your financial dreams, I want to protect your savings and your loved ones from life’s unexpected financial pitfalls.