We’re experienced financial professionals.

And we’re at your service.

Good Advice is Priceless

Many firms offer wealth planning services. What sets us apart is our ability to function as a well-oiled team for your benefit. We work together to make sure your financial life is in the best health possible. We love what we do, and we love to work alongside successful people.

Alex Carter, CFP, CIM®
Senior Wealth Advisor
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.

Alex Carter, CFP, CIM®
Senior Wealth Advisor
Krista Seaman, CFP
Branch Manager
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.

Krista Seaman, CFP
Branch Manager
Sascha Isaacs, B.B.A.
Investment Counsellor
Sascha Issacs is a Chartered Financial Analyst (CFA®) and serves as an Investment Counsellor providing portfolio management services to our high net worth clients. Sascha helps determine an appropriate asset allocation to best meet client objectives as well as providing ongoing reviews and monitoring of our client’s investment plans.

Sascha Isaacs, B.B.A.
Investment Counsellor
Karina Studente
Client Service Associate
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.

Karina Studente
Client Service Associate
Haelie Carter
Administrative Assistant
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.

Haelie Carter
Administrative Assistant
Anastasiia Nikolenko
Client Service Associate
Anastasiia joined our team in February 2018 as a Client Service Associate. She has extensive client service experience having worked at TD and Manulife Securities. Anastasiia has successfully completed the Canadian Securities Course and related licensing courses. She has a Masters in Economics as well as a Certificate in Global Business.

Anastasiia Nikolenko
Client Service Associate
Paul McVean, BAccS, CPA, CGA, CFP, TEP, FCCA (U.K.)
Tax Specialist
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.

Paul McVean, BAccS, CPA, CGA, CFP, TEP, FCCA (U.K.)
Tax Specialist
Bennett Carter
Client Service Associate
Bennett joined our team in September 2020 as a Client Service Associate. 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.

Bennett Carter
Client Service Associate

*The Wealth Planning Group is part of CI Private Counsel LP, a wholly-owned subsidiary of CI Financial Corp. (“CI”). The principal business of CI is the management, marketing, distribution and administration of mutual funds, segregated funds and other fee-earning investment products for Canadian investors through its wholly-owned subsidiary CI Investments Inc. If you invest in CI products, CI will, through its ownership of subsidiaries, earn ongoing asset management fees in accordance with applicable prospectus or other offering documents.