Alex owns and operates an integrated wealth management practice serving successful families and business owners. Alex and his team of legal, accounting and specialty professionals work collaboratively with clients and their existing professionals to identify all financial opportunities and create well-defined comprehensive Financial and Estate Plans. Alex has extensive financial qualifications including the Certified Financial Planner (CFP®) designation, the Chartered Investment Manager (CIM®) designation and the Certified Executor Advisor (CEA®) designation. Alex is a member of the National Advisory Council at Assante Wealth Management.

Krista Seaman works as part of our Advisory Team as a Financial Advisor and Branch Manager. She has over 30 years of experience in the financial advisory industry as a Branch Administrator, Tax Preparer, Branch Manager and Advisor. She is insurance licensed, holds her Certified Financial Planner designation and the Certified Executor Advisor (CEA) designation. She provides extensive expertise and addresses advisory and planning needs for all our clients.

Bennett joined our team in September 2020. He holds a BA with Honors and developed extensive client service experience while operating his own Project Management and Client Service business in Muskoka for the past 15 years. He was jointly involved in a Staff Housing business as well as a development company also based in Muskoka.

Karina joined our team in May 2016 as a Client Service Associate. She has extensive client service experience having worked at CI and Assante Head Office for 4 years prior to joining our branch. Karina’s financial qualifications include her Certified Financial Planner designation and a Bachelor’s degree in Business Management. Her attention to detail is unparalleled resulting in the lowest error rating of any Head Office employee during her 4 years of work.

Haelie joined our team in January 2018 as an Administrative Assistant. She holds degrees in Mathematics and Education. In addition to teaching secondary school mathematics for over 10 years, she was also the sole proprietor of a successful small business.

Marija joined our team in the fall of 2021 as a Client Service Associate. She has worked at a successful Assante practice for 2 years prior to joining our branch. Marija is detailed oriented and provides exceptional client service. She has an Honours BA Degree in English. She is excited to join our team and continue to deliver a high level of service.

Paul is founder and managing director of Astute Strategies Inc., a wealth planning consultancy. He works closely with select accountants, financial advisors and their clients to provide financial, tax and estate planning advice. Paul specializes in tax planning for Canadian business owner families and professionals, executives and retirees. Paul holds a Bachelor of Accounting Science degree, has earned the Chartered Professional Accountant (CPA, CGA), Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations, and is a Fellow of the Association of Chartered Certified Accountants (FCCA), a U.K. designation. In addition, Paul has completed numerous tax specialty courses offered by the Chartered Professional Accountants of Canada among others, including the In-Depth Tax Course, Income Tax Practice, and the Advanced Owner-Manager Tax Planning Course.