Ian Osler

John C. Beal, CFP, CIM, FCSI

Portfolio Manager & Wealth Advisor

John has been providing clients with expert advice since 1998.  Building on his Economics degree, John has achieved industry designations including Canadian Investment Management (CIM), Financial Management Advisor (FMA), Certified Financial Planner (CFP) and the financial industry’s highest honour, Fellow of the Canadian Securities Institute (FCSI).  The FCSI recognizes professionals for their high standard of advanced education, ethical conduct and industry experience.  John is also fully licensed to advise and implement life and living benefits insurance strategies.

Adam Banski

Adam Banski

Trading & Research Specialist

Adam has been deeply involved in the industry since 2010.  He has developed an expertise in asset and risk management, and utilizes his broad network of professionals to help execute wealth planning strategies for individuals, families and business owners.  Adam specializes in research, trading and portfolio administration, and he helps execute portfolio decisions alongside John.  Adam graduated in 2008 with an Honours B.SC with a double major in Management, Marketing and a minor in Finance.

Ian Osler

Frances Homann

Associate Financial Planner

Frances has been in the industry since 1999 and is the team’s client relations and planning associate.  She leads the coordinating and implementation of specific wealth strategies for our clients, and acts as a key liaison with select partners and industry professionals to ensure clients have the highest level of attention and support for all their wealth management needs.  Frances graduated from the University of Toronto with a BA with a double major in Industrial Relations, Sociology and a minor in Economics. 

Ian Osler

Jack Beal

Assistant

While working on his Business Administration Finance Degree at Sheridan College here in Oakville, Jack continues to help the team with various responsibilities.  He has a passion for investing and is always looking to learn more alongside the team.