Biography

We are a group of specialists with proven experience managing the financial affairs of individuals, families and businesses. We provide expertise in various areas: from lifestyle to retirement planning; investing to risk management; charitable giving to tax strategies; and private banking to estate planning, we have the necessary expertise to help you navigate the complexities of wealth consistent with prudent management, and to be a responsible financial steward at the same time. We offer an integrated and inclusive approach to managing your wealth and its impact on your life. You can rely on us to seamlessly integrate our team of dedicated professionals with your own trusted advisors eg. Accountant, Lawyer, etc. By operating as a tightly knit advisory unit, we can ensure that our financial planning mitigates the chance for unforeseen impacts, and maximizes opportunities across a wide range of tax, investment and risk reduction strategies.

Our successful advisory practice has been built by providing value-added service to our clients. We offer portfolio guidance through an innovative suite of investment solutions and independent advice; superior wealth preservation, income and growth strategies; and experienced Investment Advisors who instill confidence and trust. Our advisory team are accredited professionals, dedicated to exceeding your expectations. We are service-oriented in nature and focus on delivering an exceptional client experience and results.

Wendy Strub

Investment Advisor, Senior Vice President, Director

T: 519.885.8040

F: 519.886.1686

TF: 1.800.495.8071

wendy.strub@canaccord.com

Wendy has over 25 years experience working with clients who have benefited from her broad knowledge of the investment industry. She holds a full range of professional securities licenses and is an avid follower of long term trends, demographics and the effects of the baby boomer bulge. An acknowledged expert, she co-hosts an informative radio program (Your Money Matters) on 570News (Rogers Media) on Wednesdays at noon. You will often see her as a guest commentator on BNN and in various business publications.

Lori Hill, PFP

Investment Advisor

T: 519.885.8041

F: 519.886.1686

TF: 1.800.495.8071

Lori has worked in the investment industry since 1988, through several market and economic cycles. This experience provides a level of depth and continuity that is rare in the financial services industry. Her strong, yet simple philosophy - 'putting clients first', has earned her trust and respect in our community. Trust that's based on integrity, solid investment performance, and an unwavering concern for our client's well being. By generously contributing her time, energy and experience, Lori continues to demonstrate her commitment to making Kitchener-Waterloo a healthy and prosperous community.

Cathy Kehayas

Licensed Sales Assistant

In a business built on trust, we place a premium on exceptional client service. Our Licensed Assistant, Cathy Kehayas will ensure that all of your needs are met to your satisfaction. Having worked in the financial services industry since 1988, she’s held various customer service roles in branches at two of Canada’s major banks. Since 2003, she has been a licensed investment representative at Canaccord Wealth Management and an integral team member serving our clients.