Wealth Management has many facets. At OneStop Wealth, we believe that Wealth Management is a careful consideration of all factors that directly or indirectly affect our financial security and change the course of our lives. Similar to a team sport, effective Wealth Management requires the skills of a talented group of professionals to help us succeed today and tomorrow. Whether you are career driven or growing your business, we have selected our team of experts and support personal with you and yours in mind.
CERTIFIED FINANCIAL PLANNER®
With more than 30 years in the business, the level of credibility, passion, and knowledge Dan brings to the industry is unparalleled. Dan is a highly sought-after speaker across North America, appearing between 30 and 50 times each year for major organizations.
Group Benefits Consultant
Robert is an employee health and benefits specialist. He provides ongoing advice and assistance to HR Managers and business owners across Canada. Robert maintains great relationship with financial partners and is the Vice-President one of the most successful group benefits consulting firms in Canada.
Accredited Mortgage Professional
Senior Mortgage Advisor and balance sheet enthusiast, Russ provides lending advice and assistance in finding the right lending solutions for residential and commercial needs. Russ believes in the Balance Sheet approach to wealth advisory and is instrumental in helping our clientele achieve financial excellence.