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
Mastermind Group of Specialized Wealth Practitioners, working together to provide holistic planning: Certified Financial Planners, Chartered Professional Accountants, Insurance Specialists, Realtors, Mortgage Agents & Lawyers
"Let's choose the best mortgage that's tailored to your financial plan"
Licensed Mortgage Agent
Contact: Bela.Cumberbatch@wealthpractitioners.ca
"Insurance Advisor with 23+ years of experience. Modest, honest approach. Previous Top 20 at RBC Insurance and Million Dollar Roundtable Qualifier"
Licensed Insurance Agent
Contact: Edmund.Rodrigo@wealthpractitioners.ca
"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
"Helping Real Estate investors grow and preserve their estate"
Customized Financial Plans, incorporating tax, retirement, estate & cash flow planning.
Licensed Insurance Agent for Life, Critical Illness, Disability, Long-term care, Travel Insurance, Foreign Visitor Coverage
Contact: Robert.Kerr@wealthpractitioners.ca
"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
