Our Team

Mastermind Group of Specialized Wealth Practitioners, working together to provide holistic planning: Certified Financial Planners, Chartered Professional Accountants, Insurance Specialists, Realtors, Mortgage Agents & Lawyers

Bela Cumberbatch, Mortgage Agent

"Let's choose the best mortgage that's tailored to your financial plan"

Licensed Mortgage Agent

Contact: Bela.Cumberbatch@wealthpractitioners.ca

Joanne Wilson, Associate Consultant

"Passionate about helping Women Achieve Financial Independence."

Licensed Insurance Agent for Life, Critical Illness, Disability, Long-term care, Travel Insurance, Foreign Visitor Coverage

Contact: Joanne.Wilson@wealthpractitioners.ca

Anna, Certified Financial Planner,
Registered Retirement Consultant

"Helping Business Owners and New Immigrants Bridge towards Financial Independence."

Certified Financial Planning process when creating Financial Plans, to incorporate tax, retirement, estate & cash flow planning.
Licensed Insurance Agent for Life, Critical Illness, Disability, Long-term care, Travel Insurance, Foreign Visitor Coverage

Contact: Anna@wealthpractitioners.ca

Wealth Practitioners Law - Mark McMackin, Lawyer

"25+ years multi-disciplinary practice"

Commercial Real Estate, Entertainment, Wills & Estate, Trademarks, Copyright, Patents, Business Purchase & Sales Transactions

Contact: info@wealthpractitioners.ca

Wealth Practitioners, Chartered Professional Accountants
Ken Green, MBA, CPA, CA, LPA
"Financial Planning Coach - Experienced Real Estate Investor, Author, Entrepreneur"
Personal and Corporate Tax Returns (Mississauga, Oakville, Brampton).
Private Wealth Building Coaching Sessions.
Contact: ken.green@wealthpractitioners.ca

Wealth Practitioners Bookkeeping/Accounting Services -
Gemmar Padin, CPA, CGA

"Bookkeeping tailored to your company needs "

Monthly, Quarterly or Annual Bookkeeping, Government Remittance, Bank Reconciliation, Financial Statements, Personal Income Tax Return, Accounting Program Training, Office Efficiency Consultation

Contact: Gemmar.Padin@wealthpractitioners.ca

Ken Morawski, Project Coordinator
"Team Player"
Liaison between advisors and investment partners
Contact: Ken.Morawski@wealthpractitioners.ca

Our Advocates

Special mention to the following professionals:  Who can attest to the value of working with Wealth Practitioners, as they have entrusted their clients with our care.

Eric Gilboord

Consultant to business owners selling their business - "Tell it like it is, Match Maker"

Mark McMackin

Lawyer - "Congenial, Sharp"

Maurizio Berlingieri

Mortgage Broker - "The Responsive, Solution Finder"

Randy Selzer

Realtor - "Let's Make it Happen, Optimist"

Contact Us Today to Get Started

Your Wealth Practitioners