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John Strba
Clara McPherson
Dana Lum, PFP®
John Strba, CFP®, TEP

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Specialties:
Conservative Wealth Management Strategies that include Equity investments (Stocks, Mutual funds, Derivatives); Fixed Income (Bonds, Strip Coupons, GIC's, T-Bills); New Issues, Managed Accounts, Retirement Products, Estate Planning and Insurance services.
Our Team

The Lessard Wealth Advisory Group, comprised of Ray Lessard, Dana Lum , John Strba and Clara McPherson,  provides comprehensive, personalized Financial and Investment planning for our clients. We have deep resources for Financial and Estate Planning as well as access to some of the world's leading Investment Managers through Nesbitt Burns' Managed Account Programs. In addition,we utilize our industry leading equity research as well as that of  two independent U.S. sources to assist our clients in Canada and around the globe with their investment decisions. We seek to create a partnership with our clients to help them to achieve their financial goals.


Our Community Involvement

As immediate past Chairman of the Community Foundation of Mississauga, Ray believes in participating in the betterment of our community. Ray currently sits on the board of the Peel Children's Aid Foundation. Along with our partners at BMO Bank of Montreal, we are active with several other charitable organizations including the Credit Valley Hospital, Juvenile Diabetes, the United Way, and are also members of the Mississauga Board of Trade.