Our Advisory Team

Wendy Strub Wealth Management top tier Canadian advisory practice, recognized by membership in Canaccord Genuity President's Club* and Chairman's Club**.  Our practice has been built on the deep expertise we provide, helping successful families preserve and grow their wealth over generations. Our diverse clientele commands a high level of service.  Each of our financial professionals performs a key role in the investment management process.

*2012, 2011, 2008, 2007 Canaccord Genuity President’s Club
** 2010,2009, 2006, 2005, 2004, 2003, 2002 Canaccord Genuity Chairman’s Club 

 

Wendy Strub

Investment Advisor
Senior Vice President, Director
“Wendy has earned our trust and confidence. Knowing that she and her team are on top of things and will do the right thing for us enables us to make running our business our top priority.”
JEAN, KITCHENER, ON

A respected presence in Kitchener-Waterloo's investment community for over 30 years, Wendy Strub has helped many families and businesses benefit from her broad knowledge of the investment industry. For almost 20 years she was host of “Your Money Matters”, a live, talk-radio show on 570News, offering real-time guidance and discussion around many issues facing investors.  Wendy 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. Her areas of specialization include Early Retirement & Severance situations, Commuted Pensions, Strategic Tax & Estate Planning, Inheritances, North American Equities, Fixed Income, and Mutual Funds.

Cathy Kehayas

Licensed Sales Assistant

Our advisor team is complemented by an experienced Executive Assistant with 25 years in the financial services industry. Cathy Kehayas provides support for client service, order execution, retirement planning, and general administration. For 10 years, she has been a licensed investment representative and an integral team member serving our clients.

"You do a great job responding to things in a timely manner and with a good dose of unique personality! It's a pleasure working with y'all. Thank you for taking such good care of me!"
GEORGIA HILL, VANCOUVER, BC

“We are more than pleased with our investment advisors at Wendy Strub Wealth Management. Not only have they made us money, they make us feel like family. They are always there for us.”
COLIN, LONDON

“We are more than pleased with our investment advisors at Wendy Strub Wealth Management. Not only have they made us money, they make us feel like family. They are always there for us.”
COLIN, LONDON

Strategic Partners

Michael Bellamy, B.Comm, PFP

Wealth & Estate Planning Specialist

As a Wealth Specialist, Michael provides frontline client support, mapping out clear and efficient solutions to estate and wealth planning challenges. Michael started his career in the financial industry at Arrow Capital Management, before joining the Wealth and Estate Planning team at Canaccord Genuity Wealth & Estate Planning Services Ltd. He holds the Personal Financial Planner designation as well as a Bachelor of Commerce from McMaster University.

 

* Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.

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