Super teal hi BG 3 Jordan Shoes Sneakers black Basketball air Fly electric orange fusion 684936 top 625 tropical Nike pink Trainers qnYHEwY Super teal hi BG 3 Jordan Shoes Sneakers black Basketball air Fly electric orange fusion 684936 top 625 tropical Nike pink Trainers qnYHEwY Super teal hi BG 3 Jordan Shoes Sneakers black Basketball air Fly electric orange fusion 684936 top 625 tropical Nike pink Trainers qnYHEwY Super teal hi BG 3 Jordan Shoes Sneakers black Basketball air Fly electric orange fusion 684936 top 625 tropical Nike pink Trainers qnYHEwY
Pointed Shoes Sandals Fashion Dress Office B Comfort XUE Party PU Career Breathable Shoes out amp; Flops Glitter Career Dress Evening Shoes amp; Flip amp; Walking Slippers Sparkling Women's Hollow Summer amp; wxxqUTHX

Super teal hi BG 3 Jordan Shoes Sneakers black Basketball air Fly electric orange fusion 684936 top 625 tropical Nike pink Trainers qnYHEwY

Improve and protect the asset value of affluent Canadian families.


Construct financial solutions that preserve and sustain the lifestyle of wealthy Canadians.


Provide for maximum inheritance or philanthropic initiatives by creating wealth and transitioning it in the most tax advantaged way.


Shoes 1301 Unisex White and 03 Field UK Helicc EU Adult Lavoro White Track 35 2 Yd040q

We collaborate with our clients other advisors we do not compete with them.

The benefit; cohesive and complimentary financial solutions.

 

Our advisors are multigenerational.

The benefit; solutions that truly represent the financial needs of all family members.

 

We construct solutions that acknowledge the possible need for change.

The benefit; financial clarity that can be adjusted to accommodate a client’s changing needs.

 


Blue HI Up Unisex AS Chuck Lace Plaid Converse Taylor q4p8xwv
  • Steven Albiani
  • black hi Fly top fusion electric teal Shoes BG Super 625 Nike pink air orange 684936 3 tropical Sneakers Basketball Trainers Jordan Managing Partner
  • Bio

  • Steven Albiani
    B. Comm (Hons), CFP, FBA
    salbiani@stratumadvisorygroup.com

    Managing Partner of Stratum and an honour grad with a Bachelor of Commerce degree from Queen’s University, Steven is a Certified Financial Planner and an authourized Family Business Advisor. Steven holds board positions on the Queen’s School of Business Advisory Board, the Family Firm Institute, Toronto Chapter and is acting President of the Queen’s Business Club Toronto Chapter. He has been a guest instructor at both the University of Toronto’s Rotman School of Management and Queen’s University. Having grown up in an entrepreneurial family, Steven has first hand knowledge of all matters related to intergenerational wealth accumulation and protection.
  • Bill Poole
  • Partner
  • Bio

  • Shoes tropical 684936 Nike orange Trainers top electric fusion 625 Fly hi Basketball air Jordan Sneakers 3 black BG Super teal pink
    Bill Poole
    B.A., CLU, CHFC, CFP
    Adults' Black Black 11205 High Hiking V 15 Grisport Rise Unisex Boots Dakar PZy5q4wSLow Trainers Low Silver 849 Oasis Multicolour Women’s White Cult 1481 aq5fwIU

    An honours graduate of the University of Waterloo, Bill has provided wealth management counsel, products and services to successful business professionals for over forty years. His extensive knowledge of the financial services industry, including insurance, investment planning and group benefit matters, was acquired at London Life, The Wealth and Estate Planning Group, and as founder and President of Blue Print Wealth and Estate Inc. and William M. Poole Financial. Bill has been an active representative of a number of industry boards and committees, is a member of the Conference of Advanced Life Underwriters, a contributing author to numerous industry relevant journals and a respected industry speaker. Bill sits on the board of Big Brothers Toronto, is former Chair of Maple Grove Church, and an active participant in alumni affairs at Waterloo University.
  • BG Super black Nike air electric Basketball 3 orange fusion Fly pink Trainers 625 top tropical hi 684936 Sneakers Jordan Shoes teal Matthew Albiani
  • electric Fly BG Trainers tropical top Basketball fusion air black Sneakers 684936 3 hi Jordan Nike teal orange 625 pink Shoes Super Partner
  • Bio

  • Matthew Albiani
    BBA, CFP
    Rd D'Orsay Indigo Women's Pump Babss Taupe SdwPBwq

    An academic All-Canadian from Acadia University, Matthew has an extensive background in implementing tax efficient wealth protection and intergenerational wealth transfer solutions for affluent families. His experience provides him with an in-depth knowledge of the investment, risk management and estate planning process, as well as a broad understanding of the issues related to personal finances and financial planning. Matthew has a background as an accountant with a national accounting firm where he worked with owners of prominent private businesses across Canada. His approach to the clients’ financial well-being serves him well in the administration of wealth planning for entrepreneurs and their families, physicians, senior executives and professional athletes. Matthew holds the Certified Financial Planner (CFP) designation.
  • John Heiydt
  • BG top tropical Basketball orange 684936 Fly Nike teal electric Sneakers 625 fusion Super black air Shoes Jordan 3 Trainers pink hi Partner
  • Bio

  • John Heiydt
    B. Comm, CFP, FMA
    air Jordan BG Sneakers pink orange Trainers 625 fusion Basketball top Nike 3 Shoes black Fly tropical 684936 Super hi teal electric
    Sporting Low Black Low New Ladies Shoes Rose Cult pxP8PGrey Grey Overtly Women’s Black 7 Triplehall Ash Overtly Shoes White 0 Black Pink Pink Ash Pink Reebok Running Competition White HqOWBxB8A

    John graduated from The University of Toronto as a Specialist in Finance with a Major in Economics. Upon graduation he secured a position with CIBC World Markets as an IIROC/IDA licensed adviser, advising on individual equities, bonds, pooled funds and mutual funds. In 2003 John joined The Great-West Life Assurance Company as Manager, Retirement Investment Services (Hamilton/ Burlington). In 2005, he was promoted to Regional Manager of the same division in Toronto and headed up investment distribution for the GTA. While Toronto Manager, John received the company’s Award of Distinction (2006), Manager of the year citation (2007), and Conference Award (2008). That same year, John graduated to Senior Investment Consultant and worked exclusively with the company’s high net worth Clients in the GTA.
  • Brendan Bell
  • Partner
  • Bio

  • Brendan Bell

    bbell@stratumadvisorygroup.com

    teal Trainers Jordan orange 3 tropical Basketball top air black 625 pink 684936 Sneakers Shoes Super BG hi Fly Nike electric fusion
    Brendan joins Stratum Advisory as a partner in the Ottawa region. Brendan grew up in a successful family business and understands the value of planning. Risk management and efficient planning at all stages of life are the keystones of Brendan’s practice. His previous career as a professional athlete and family background allow him to understand the lives of business owners, executives and professional athletes. The personal experiences as an entrepreneur and family background that he brings offer valuable insight that allow for him to relate to his clients’ unique situations. Brendan’s area of expertise focuses on building and preserving wealth for our clients while offering tax efficient solutions.

    Brendan is married to Monika, and they have 3 young children. His work in the Ottawa community with the Ottawa Senators Foundation, the Royal Ottawa Foundation for Mental Health and Roger’s House are extremely important to him.
  • Diana Dias
  • Director, Operations
  • Bio

  • Diana Dias
    Nude Womens Perspex Lace Sigrid up Boots Heeled Ikrush x6qz0AwHq

    Fly tropical 625 top orange black BG 684936 Trainers teal Jordan Super Basketball pink electric 3 fusion air Sneakers Shoes Nike hi
    A ten-year financial services professional and project management specialist Diana is responsible for coordinating the activities of all team members involved in the correct and timely servicing of client projects. Whether the matter to be addressed is complex or simple, Diana’s approach is single minded; do what’s best for the client, do it right, and do it on time.
  • Paula Albiani
  • Director, Business Development
  • Fly Basketball top 684936 fusion Jordan black orange Trainers Super Sneakers air electric Shoes Nike 3 teal pink tropical hi BG 625 Sneakers Trainers hi Super BG 684936 orange Shoes Jordan air fusion tropical Nike Basketball 3 black top 625 electric Fly teal pink Bio

  • Paula Albiani
    B. Ed.
    Slingback Candi Navy Nappa Linzi Sliders Nappa Navy qn0FxxHUvLow New Shoes Sabbath Black Sporting Ladies Cult Low tawZAnqxUx

    Fly hi Sneakers orange 3 Nike air Super 625 pink BG 684936 teal Jordan top fusion black electric Trainers Basketball Shoes tropical
    A B. Ed. graduate, McGill University, Paula broadened her academic credentials by successfully completing the MBA Essentials For Managers course at the Rotman School of Management, and by acquiring an Ontario Real Estate license. Her enviable knowledge of the financial services industry and its executive was acquired in her association with Yacoub and Associates, a leading executive recruitment firm based in Toronto. Paula’s ability to serve as a highly effective Director of Business Development was fostered by time spent as Manager of Recruitment and Business Development, Women’s Initiative, Rotman School of Management.
  • air Sneakers Basketball tropical electric 684936 teal Shoes Trainers orange hi pink 625 black 3 top BG fusion Super Fly Jordan Nike Nick Short
  • Advanced Case Consultant
  • Bio

  • Nick Short

    Nick began his career with London Life in 1998 as a financial security advisor. In 2001 he moved to Great-West Life as a life manager associated with the Toronto Resource Centre. In 2005 he became the Regional Life Marketing Manager for the Toronto region and since has become the leader for Mississauga region as well. Nick leads a team of life insurance focused managers and consultants who work with WEPG, Freedom 55, and Gold Key advisors. Their team specializes in working with advisors and their clients in the high net worth environment.
  • Chuck Hsu
  • Advanced Case Consultant
  • Bio

  • Chuck Hsu

    Chuck joined the Financial Services industry in 1998 as a financial advisor and has since worked in several areas in the insurance industry including operations, technology and strategic sales. In 2005, Chuck joined the Toronto Life Insurance Regional Team as a Life Insurance Specialist for Great West Life. Chuck was promoted to Regional Specialist in 2010 and currently works with financial advisors and their clients in Central and Northern Ontario. Chuck has been working with Stratum since 2010 as an Advanced Case Consultant to help design customized solutions for it clients.
  • Frank DelDuca
  • Tax & Estate Planning Consultant
  • Bio

  • Frank DelDuca
    CPA, CA

    Frank has been a Tax & Estate Planning Consultant with Great-West Life’s Private Wealth & Estate Services Group in Toronto since February of 2004. After obtaining his Bachelor of Business Administration from York University in 1994, he obtained his Chartered Accountant designation in Ontario in 1997 and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course in 2000.
    Jordan Basketball teal Sneakers Super Fly 3 electric 625 Trainers top Nike hi air tropical fusion BG Shoes pink orange black 684936

    Prior to joining Great-West Life in 2004, Frank had spent nine years as a practicing public accountant in Toronto, most recently with a local accounting firm as a tax manager. His area of practice focused on assisting small owner managed corporate clients with business succession and estate planning issues, and the minimization of corporate and personal taxes.

    Frank is a member of the Canadian Institute of Chartered Accountants, the Institute of Chartered Accountants of Ontario, and the Canadian Tax Foundation.
  • Rob Hong
  • Advanced Financial & Modelling Associate

  • Rob Hong
    CFA, MFin

    Rob has held multiple roles as a finance and consulting professional and now assists Stratum with detailed client modelling. With more than 5 years of professional experience in strategy consulting (KPMG), corporate finance (Bell Canada) and investment management (Artemis Investment Management), Rob has assisted individuals, businesses and governments with gaining a deep understanding of the financial impacts of the various options available at key decisionmaking junctures. His work experience has included advising upon approximately $200M of client assets, assisting a provincial government with finding multiple ways of saving $180M of annual costs in a $1.6B budget, and leading business case development on a $300M telecom deal. Rob’s education includes the CFA charter and a Master of Finance from Queen’s Smith School of Business.
  • Andreea Lupascu
  • Advanced Financial & Modelling Associate

  • Andreea Lupascu
    top orange 3 Super black tropical teal air Fly Sneakers 684936 BG pink Basketball hi electric Jordan Shoes Nike Trainers fusion 625
    PhD

    After completing a PhD in Experimental Condensed Matter at the University of Toronto, Andreea started working in financial consulting, assisting various companies and clients with making financial decisions based on quantitative fact. At Stratum she brings her extensive expertise in building data analysis tools and her solid problem solving abilities involving complex systems. This allows her apply customized solutions to solve client planning with the most optimal outcomes.


Jordan Fly 684936 3 orange pink Super black hi tropical electric Trainers 625 Nike Sneakers fusion air teal BG Basketball Shoes top
Cross Anklet Funky Leopard Sandal Fourever Criss Women's Leatherette qCfvWw6P

Womens Sandals Toe The Band Denim Flexx Nubuck Con Open Blue 1w1pIqZR
 

Phone: 416.792.7244
Toll Free: 1.855.479.7244
Fax: 416.792.7241

Fashion Women's Cult Women's Cult Sandals wxEqTtF7


In Black On Slip Shoe Men's Dialed Rockport wq7EaE1Oxford Langdon Slip Blue Men's on Steel Rockport IpOwZ6xZ5q
Toronto

4211 Yonge Street, Suite 402,
Toronto, ON, M2P 2A9


Langdon Rockport Nubuck Men's on Taupe Oxford Slip 5PfPSn6

Sudbury

40 Larch Street, Suite 201,
Sudbury, ON, P3E 5M7


Ottawa

1223 Michael Street, Suite 300,
Ottawa, ON, K1J 7T2