EPCOH Insurance / Investment Advisors
Arnott-Wood, Ginny  BA, CFP, CIM
After earning a BA in English from the University of Toronto, Ginny spent some years in the magazine publishing and advertising field, working at both Toronto Life and Cottage Life magazines before switching gears to become an investment advisor in 1997. As a rookie broker at BMO Nesbitt Burns, Ginny cut her teeth learning how to evaluate and trade stocks, bonds, and mutual funds, listening to clients, and honing her skills as a wealth advisor.
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Aubertin, Jennifer  BA, CIM, CFP
Jennifer specializes in planning and educating busy executives and their families formulating an action plan for their investments to achieve their goals. Incorporating risk management and estate planning to ensure a comprehensive blueprint is created. With over 15 years of experience, Jennifer has also worked to receive her Certified Financial Planners(CFP) designation, Elder Planning Counsellors (EPC) designation and her Canadian Investment Manager (CIM) designation. When not in the offi...
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Brennan, Christopher CFP
As a Wealth Advisor Chris takes a holistic approach to meeting his clients' personal, family and business financial needs. He works with his clients to help identify financial goals and then draws on the expertise of TD Wealth specialists to create and implement an integrated wealth management solution. 
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Caplan, Bruce CLU, ChFC, CFP
Bruce Caplan has been an insurance advisor for over 30 years in Oakville, Ontario. He considers himself a general practitioner. Bruce has been married to his wife, Linda for 49 years, has 2 children and 6 grandchildren.
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Carter, Tim, PFP
EPCOH Investment/Insurance Advisor
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Cruise, John CFA
John has been working in the financial services industry for more than 20 years and earned his CFA (Chartered Financial Analyst) Charter in 2006. This designation gives John a specialized level of knowledge in portfolio management and investment analysis.  For the past 13 years, John has run his own financial planning businesses, with his current company being CK Wealth Management.
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Francis, Loren MBA, FCPA, FCA, CIM
Loren has worked in the capital markets for 25 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation and completed her MBA at the University of Toronto. She has been advising high networth clients and foundations since 2003.
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Giorgio, Andrew
Andrew Giorgio has experience in various roles within the financial services industry and has helped hundreds of clients with their financial planning needs. He is an asset to the clients of the Sheridan Wealth Management Group of RBC Dominion Securities.
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Graham, Suzie
EPCOH Investment Advisor
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Harding, Elizabeth  CFP, CIWM, CLU, FMA
EPCOH Insurance Advisor
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Matters, Jordan CPA, CA, CIM
Jordan and his team specialize in working with business owners and their advisory team to identify and quantify tax and estate planning needs. Where those needs include life insurance, they will implement the proper strategy to achieve the client’s goals in a tax efficient manner. Jordan entered the insurance industry in 2015 after working at a mid-sized public accounting firm where he focused on accounting and taxation of owner managed businesses. He is a Chartered Professional Accountant a...
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McLean, Troy
Troy is a highly motivated and accomplished lawyer turned senior level financial professional with extensive skills and experience as a financial planner, banker, investment management and wealth management adviser. As Vice-President of FFM Capital Inc, he is dedicated to actively promoting alternative investment solutions to individuals, corporations, and trustees (both domestic and international). Troy has a Bachelor of Arts degree from Queen’s University in Kingston, Ontario and a Law Degree...
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Milne-Hall, Heather  BComm, CFP
Heather joined TD Waterhouse in 2011 with a breadth of financial planning experience and demonstrated success in sales and marketing. Following a disciplined process and a strict investment philosophy Heather provides guidance and expertise in a wide range of family wealth issues. She assists her clients in making informed decisions that will accomplish their specific financial objectives.
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Moreiko, Tara  CFP
Tara Moreiko is the Manager of Financial Planning at First Affiliated. Prior to joining us in 2019, Tara earned her Certified Financial Planner® designation in 2001 and has provided financial planning services to Family Office clients, executives and entrepreneurs for over 18 years. Tara is currently pursuing her Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP).
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Richards, Kingsley
EPCOH Insurance/Investments Advisor
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Rizzuto, Robert  BComm, CFP, CLU, ChFC, TEP
Robert Rizzuto, owner of BRYLA Financial Group is a veteran insurance and financial advisor with 27 years of experience. Robert has been an active member in his Association, and was President of the Toronto Chapter of Advocis during 2003-2004, and is current Chair of the Ethics Committee of the CLU Institute. In 2006, BRYLA joined Lakeshore Wealth Management in Oakville to increase the wealth management offerings available to his clients, in addition to his insurance activities.
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Sarraino, Mark CFA, CIM, MBA
Mark Sarraino has 12 years of experience in investing and wealth management and is now an Investment Counsellor for RBC Phillips, Hager & North Investment Counsel. Previously, Mark worked with RBC commercial banking and specialized in providing owner- managed private businesses with corporate finance and succession planning advice.
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Stevenson, Matthew
Matthew entered the Financial Services Industry in 1999 and since that time has become fluent in the language of “relating to his clients, and serving their financial needs.” He understands that each individual, family, or family business is unique and therefore has unique needs. Matthew takes the time to understand and meet those needs on behalf of his clients, whatever financial strategy or product that may call for. He specializes in creating tax-efficient retirement cash flow, and extracti...
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Taglieri, Michael
Michael is a recognized financial educator, speaker and wealth advisor. His professional opinion has been featured in various national publications such as the Globe and Mail, The Report on Business, The Financial Post and Investment Executive.
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Watson, Jennifer MBA
Jennifer's formal education and industry certifications combined with her ease of conversation and ability to connect with people gives clients a clear sense of being in the right place at the right time. Networking and leadership come naturally to Jennifer. She devotes time to her Alma Mater by networking with Ivey Business School MBA candidates & graduates, as well as the Oakville Chamber of Commerce Young Professional and Entrepreneur Group. She is a member of Estate Planners' Coun...
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