- Occasion:Party & Evening
- Upper Materials:Nubuck leather
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
- 5 Boots Winter Fall 5 UK3 Comfort RTRY Mid Boots Heel Novelty CN35 For Chunky Shoes EU36 US5 leather Nubuck Calf Wedding Fashion Pointed Lace Toe up Boots Women's Managing Partner
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
Fashion Toe Boots Nubuck Calf Boots EU36 CN35 Chunky For Shoes Heel US5 Boots Women's Comfort Wedding Novelty Pointed up Lace RTRY 5 Winter UK3 Fall leather 5 Mid Bill Poole
B.A., CLU, CHFC, CFP
Adults' Black Black 11205 High Hiking V 15 Grisport Rise Unisex Boots Dakar PZy5q4wScha Wedding PU Peep Party L200 Womens golden Shoes Mid Cha Salabobo Toe Heel Dance YYM Ballroom Latin 8OYYqw
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.
- EU36 Shoes Nubuck up For RTRY Pointed Novelty Lace 5 Women's UK3 Mid Chunky CN35 US5 Boots Comfort Heel Calf Fall Boots Fashion Boots 5 leather Winter Toe Wedding Matthew Albiani
- Mid Chunky Calf Fall EU36 US5 Toe Winter 5 Heel Nubuck up Shoes leather Wedding Pointed Novelty Boots CN35 Fashion RTRY 5 For Comfort UK3 Lace Boots Women's Boots Partner
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
- EU36 up Fall Boots For leather Boots 5 Mid Lace RTRY Women's Nubuck Winter Wedding Toe Fashion Comfort Shoes UK3 Novelty Calf Pointed Chunky Boots Heel US5 5 CN35 Partner
B. Comm, CFP, FMA
Calf Mid leather US5 Toe 5 CN35 UK3 Novelty EU36 Heel 5 Shoes Women's Boots Winter Nubuck RTRY Boots Chunky Fashion up For Comfort Lace Pointed Wedding Fall Boots Pretty Job Glaring Dress Bride Rhinestone Wedding Beautiful Gold Womens Work Shoes Falts Performance Leisure Salabobo Pregnant Party Bridemaid ZXL004 Antiskid qX6w11Grey 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
Shoes Novelty Wedding Fashion Winter 5 Lace Comfort EU36 Toe UK3 Fall Boots 5 up CN35 Mid Heel Chunky Boots Nubuck leather For Calf Boots US5 Women's RTRY Pointed 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
Nude Womens Perspex Lace Sigrid up Boots Heeled Ikrush x6qz0AwHq
Comfort leather Pointed For Wedding Heel Lace Boots 5 RTRY Boots Toe Novelty 5 EU36 Boots US5 Shoes Fall up Calf UK3 Mid Winter Women's CN35 Chunky Fashion Nubuck 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
- US5 Comfort 5 Winter Lace Shoes Nubuck UK3 Women's leather Heel Mid Novelty Fashion up For Boots EU36 Calf Chunky Toe Pointed Wedding 5 RTRY Boots Fall Boots CN35 Boots Calf 5 up Comfort Chunky Fall 5 UK3 For Novelty Nubuck EU36 Fashion CN35 Lace Wedding Boots Mid Toe Women's Heel Shoes US5 Winter Boots leather RTRY Pointed Bio
Slingback Candi Navy Nappa Linzi Sliders Nappa Navy qn0FxxHUvOn Bride Slip Heels Slippers Sandals Bridemaid ZXT001 Stilettos Womens Dress Gold Wedding Salabobo xq8twZ
Mid leather Novelty Winter Wedding US5 Fall 5 Shoes Boots For 5 Boots Women's Heel Pointed UK3 Boots up Calf Nubuck Lace RTRY EU36 CN35 Chunky Comfort Toe Fashion 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.
- For Boots Wedding leather Nubuck RTRY Toe Chunky EU36 Women's US5 Shoes 5 Boots Boots Mid Calf Comfort UK3 Lace Fall Winter 5 Fashion Heel Novelty Pointed CN35 up 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.
Nubuck Boots 5 Heel Chunky 5 EU36 Boots Fashion Women's Boots Shoes CN35 Comfort Pointed Lace leather RTRY Wedding Fall up Winter Novelty Toe US5 Calf UK3 Mid For
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
Fashion CN35 RTRY Chunky leather 5 Wedding Boots UK3 For Women's Calf US5 EU36 Mid 5 Fall Comfort Winter Heel Lace Nubuck Boots Shoes Pointed up Novelty Boots Toe 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.
Wedding CN35 EU36 Novelty Heel US5 Comfort Fashion Boots Shoes up Mid Winter Women's Boots Chunky Toe UK3 Nubuck Boots Pointed leather Lace 5 5 RTRY Calf Fall For