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

Greg Bedard, In partnership - Mortgage Consultant

"Capturing real estate goals and mortgage strategies in customized financial plans"

Contact: [email protected]

Mazen Al-Taher, In Partnership - Insurance Advisor
"Tieing in Commercial Lending Experience with Holistic Planning for Business Owners" .
Contact: [email protected]

Ehsan Khandaker, In Partnership - Consultant

"Senior level experience as a Top Advisor from one of the big banks. Financial Planning for business owners and real estate investors wanting to preserve their family legacy"

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

Contact: [email protected]

Mike Chung, In partnership - Insurance Advisor

"Working with clients and coordinating with specialists to implement a highly customized investment plan"

Contact: [email protected]

Ken Morawski, Project Coordinator
"Team Player"
Liaison between advisors and investment partners
Contact: [email protected]

Maricel, CPA, CGA, CFP, RRC
"Hands on approach - Working with all team members to finalize financial plans"
Certified Financial Planner - Tax efficient investment strategies for real estate investors, business owners and incorporated professionals
Contact: [email protected]

Contact Us Today to Get Started

Your Wealth Practitioners

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