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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.
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- Steven Albiani
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B. Comm (Hons), CFP, FBA
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
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B.A., CLU, CHFC, CFP
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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.
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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
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B. Comm, CFP, FMA
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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
Pink 600 Free Pink Wht Pink Unisex Pow 5 Nike Vivid Kids Trainer Black 0 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
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Black Kids Pow Pink 600 Vivid Pink 0 Nike 5 Pink Free Trainer Unisex Wht 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.
- Pink Free 0 Trainer Unisex Vivid 600 Nike Black 5 Pink Wht Pink Pow Kids Nick Short
- Advanced Case Consultant
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
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
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.
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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 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
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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.
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