Financial Planning is more than a career; it’s a passion. I continually introduce members to the strategies and investment products that will help you achieve your financial plan.
Minimum account size: $100,000+
Carol Smith
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
Ian Runnalls
Ian has worked in the investment industry since 1996, joining RBC in 2000. He is a Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) as well as a Senior Portfolio Manager & Investment Advisor. As part of an elite group of advisors at RBC Dominion Securities qualified to offer discretionary portfolio management, Ian had to meet exceptional standards in education, experience and assets under administration.
Ian attended the University of Waterloo, earning a Bachelor of Arts degree (Honours) in economics. He is a member of RBC’s Executive Council, recognized for exemplary business ethics, unparalleled commitment and dedication to clients, and best-in-class investment advice. He believes in building long-term relationships based on trust and is fortunate to have many clients who have been with him since the beginning.
Ian is responsible for the day-to-day management of your portfolio and leading an extended team of tax, estate and financial planning experts to provide you with an integrated wealth management plan.
Tobin Reimer, CFP®, CIM®
Heather McLeod
I am a Responsible Investing Specialist and Advisor at IG Wealth Management. We offer holistic financial planning and a full range of services including investing, insurance and loans. We specialize in serving professionals and family-owned businesses right across Ontario. IG Wealth Management actively supports responsible investing mandates in all of its investment mandates.
Kevin Halkyard
I am committed to helping you achieve your financial goals. Specializing in retirement income, risk management and estate planning strategies for both individuals and business owners. I work with clients to design a personal Financial Plan to meet their unique goals. I offer a wide range of investment (including Responsible Investments) and insurance related products, to meet the needs of each individual.
A J Gardner Frost
We work with people interested in aligning personal values with investment decisions to create long term wealth. Together we aim to understand your current situation and desired lifestyle and build a plan using the most tax effective strategies available. Our team in concert with your advisers help you achieve peace of mind through financial confidence.
Drew Ferrie
Solely focused on providing exceptional investment management services to my clients.
I am committed to helping my clients fund retirements, college educations, homes, travel, and more through the intelligent allocation of their investable assets. Combining market wisdom, behavioral finance knowledge and technology, along with customized planning expertise, courtesy of Odlum Brown Financial Services Limited,* I help guide my clients towards achieving their personal financial goals.
Helping you reach your goals.
While working with you to craft and update your investment strategy, we will spend time discussing your ability and willingness to take risk. Risk tolerance is central to our approach, and your risk tolerance level will often evolve over time as circumstances change. Incorporating a socially responsible investment overlay to this strategy is part of the process. The three pillars of socially responsible investing are Environmental, Social and Governance factors, or ESG. Investments are selected for positive ESG performance relative to industry peers. This also includes avoiding companies that do not meet certain ESG performance thresholds. More than ever, having positive ESG measures for individual companies helps the bottom line on an ongoing basis and helps drive investment returns. I have a broad view of what constitutes risk. There is, of course, familiar investment risk. But what about the effect of inflation on cash flows? What about the risks that may arise from working for and then investing in one company and/or one industry? How might changes in tax laws impact your ability to grow your assets over the long-term? As a client, I will help you understand risk – and then, after understanding your full financial picture, create a portfolio to help you appropriately balance risk and reward. As your life and circumstances change, I am by your side, working to ensure your portfolio stays current. When I understand and align the critical components of your financial health, you are able to enjoy a greater sense of confidence in your ability to achieve your financial goals. What happens when the market goes down? Stick to your strategy! It is a matter of indisputable fact; markets go up and, yes, markets go down. The key to long term success – and the secret to weathering the storm – is taking a long term approach, and having a portfolio designed to help you reach your financial goals, despite market turbulence. A good portfolio includes having the right balance of equities and fixed income. These proportions are determined based on your unique circumstances, financial goals and risk tolerance. It also means keeping that balance in the face of what happens in the market day to day, or week to week. It is not just about your investments; it’s about insurance, wills, trusts and taxes and how each affects the other. A well-crafted investment strategy transcends each of these areas and works together, today and tomorrow.
*Available through Odlum Brown Financial Services Limited (OBFSL). OBFSL is a wholly-owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.
Scott Boassaly, RIAC
With a focus on socially-responsible investing, Scott Boassaly advises individuals and organizations with a unique combination of values-based investing, financial planning and wealth management. His expertise and close partnership with responsible investment fund companies enables his clients to invest confidently in a values-based way, all while benefiting from sound advice on addressing the financial needs of their families or stakeholders.
Come find your balance with us.
Peter Bennett
Peter Bennett is a certified financial planner, licensed in insurance, mutual funds, and labour sponsored funds. He has almost 40 years of experience in fee or commission based planning. Peter has been part of the Legacy Wealth Coach network since 2001. His firm uses a values-based planning approach designed to answer three questions: What does it mean to be financially independent? What is an appropriate legacy for my family? Is my estate arranged in a manner consistent with my values? Part of the values conversation explores the use of RI as a criteria for investment decisions. Peter obtained his RIS designation in 2019.
Peter joined the Estate Planning Council of Toronto in 2011. He is a member of the Toronto Chapter of the Canadian Association of Gift Planners and is a graduate of their Advanced Gift Planning Course in 2007 and 2024. He was a speaker at their 2008 conference in Vancouver and again in 2010 in Edmonton. He has also presented at the local chapter of Leave a Legacy. He also spoke at the 2009 and 2015 Freedom 55 Financial Summit in St. John’s Newfoundland and Toronto. He has spoken widely to religious, industry, and other organizations on the benefits of planned giving. He has also presented to groups on the subject of responsible investing.