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Jeff Shatkosky
Alexandra (Alex) Adach

Address
20 Erb St W
3rd Floor
Waterloo, ON
N2L 1T2
Map

Bhanu Kendall – Financial Services Manager
Bhanu offers our clients a wealth of expertise in personal banking and specialized lending by drawing on his 7 plus years in the industry. His knowledge in banking and understanding of complex financing, allows him to customize solutions for our clients to meet their individual needs and provide a high level of personal service.  
 
Darren Knott CFP®, CLU, ChFC – Estate and Insurance Advisor
Darren is a specialist at insurance based estate planning strategies. His objective is to help families and businesses transfer wealth in an efficient and tax advantaged manner. He put plans into place that minimize the impact of taxation to you now and to your estate in the future.
 
Daniel G. Strickland, bMOS, JD, TEP - Senior Wealth Management Consultant
Daniel brings together the knowledge and experience of BMO’s in-house tax and estate experts and works with us and our clients to develop sound wealth management plans.
He and his team advise clients on topics such as retirement planning, tax planning, business succession planning, farm succession planning and financial planning for people with disabilities.

Edward P Korditsch CFP®, CIM – Director, Wealth Planning
Landon Hang, B.Comm, MBA, JD/L.L.B. – Director, Will and Estate Planning

Adam E. Carter, CPA, CA, CBV - Business Advisor & Succession Planning
Adam provides guidance to private business owners and families throughout Southwestern Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.