We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations
Certifications in Responsible Investment: Responsible Investment Advisor Certification (RIAC)
Simon Bowers
Private Wealth Portfolio Manager
Maryana Sokolyuk
We are Wermenlinger Sokolyuk Group (GWS), a group of advisors offering sustainable financial strategies for high net worth investors. Our team specializes in integrated wealth management, providing discretionary portfolio management along with tax and estate strategies. Our inclusive consulting approach is designed to meet the objectives of both the couple and each individual, including tax and business requirements. In other words, we manage your entire family’s wealth to cover the needs of every generation.
Our investment style is focused on asset growth and conservation, avoiding speculative trends. Our group’s members all share the same strong commitment to sustainable finance. For us, responsible investing is not simply a new fad, it’s a paradigm that’s here to stay. We know how to manage risks related to climate change and our investment approach follows the principles of sustainable development. Because we believe it is possible to grow your portfolio while leaving a positive legacy for future generations!
MISSION
To help our clients achieve their life goals through integrated wealth management and sustainable investment, while building trusting relationships that redefine their outlook on financial planning.
Kim Anh Nguyen
BRIAN WARD
By Design Financial Services specializes in creating tailor-made financial strategies and plans regardless of the size or shape of your financial situation.
Stephane Morteau
Mission and Value:
Simplicity | Listening | Solution
Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.
My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.
“Hope is not a strategy…”
Audrey Nut
Hal Simonson
With my team of licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $250,000 to invest.
Natalie Grignon
Natalie Grignon, RIAC, CDFA®, CIM® est Associée en gestion de patrimoine. Elle est dans le domaine financier depuis plus de 19 ans et elle détient plusieurs Licences, tel que Assurance Vie de l’Autorité des marchés financiers, Valeurs mobilières et options de l’OCRCVM. En tant que Certified Divorce Financial Analyst, elle travaille avec les avocats et médiateurs pour faire l’analyse financière des divorces. Sa passion est l’éducation financière est la raison de ses ateliers et son livre Richesse 101 pour ados. Elle a 3 enfants et elle consacre beaucoup de son temps en tant que bénévole pour une école sur la Rive-Sud.
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.