Our Team – Your Future is Our Obsession

From our first meeting, through our consistent ongoing communication, we pride ourselves on being your number one resource to help you reach your financial goals. The satisfaction we receive by exceeding your expectations is why we do what we do.

JustinĀ Linett

Investment Advisor

416-781-4395 | Email me

As the principal Investment Advisor of Linett Wealth Management, my highest priority is always the well-being of our clients. With the understanding that an enormous amount of trust has been placed with us, I strive every day to help them grow and protect their finances, whiles preparing them for a more promising future. I never fail to ask the tough questions and I always remain curious. By doing so, I have been able to uncover what matters most to them.

I joined the financial services industry as an Investment Advisor in 2007, and I earned my Bachelor’s degree from Dalhousie University. In addition, I have completed numerous industry related courses through the Canadian Securities Institute over the years, and I am also a Life Insurance Advisor.

My wife Andrea and I reside in the Bathurst and St. Clair area with our Goldendoodle dog, Walter. In my leisure time, I am an avid golfer, who also enjoys travelling and spending quality times with family and friends.

MichelleĀ Chen

Associate

416-733-0028 | Email me

Michelle joined the Linett Wealth Management team in 2018. Shortly after completing her Business of Commerce Degree from Ryerson University, she began her career in the financial services industry with RBC Dominion Securities in 2016. She is responsible for the day-to-day administrative activities and providing exceptional customer service to all of our clients. Aside from work, Michelle enjoys watching movies, painting and travelling.

Our Wealth Management Services Team


Steven Mogdan, CA, CFP

Financial Planner

Steven holds a Bachelor of Business Administration from York University, completed the CICA In-Depth Tax course, and is a Chartered Accountant (CA) and Certified Financial Planner (CFP).

He specializes in Canadian, U.S. and cross-border personal income taxation, and provides planning and preparation services to clients. He has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provides tax advice to various business units within RBC.


Anna Kubicek, CFP, CLU

Insurance and Estate Planning Specialist

Anna's expertise lies in both personal and corporate insurance solutions. Her goal is to help you increase your net worth, reduce the impact of taxation and secure your wealth through life insurance, annuity and living benefits solutions. She can also ensure your wealth is transferred to your heirs in accordance with your wishes.


Connie Freitas, BA, LLB

Will and Estate Consultant

Connie holds a BA from the University of Toronto and a Bachelor of Laws from Osgoode Hall. Prior to joining RBC, she spent 18 years as a partner in a full-service law firm. Her areas of expertise are corporate and estate law, and Wills and trusts. Connie works closely with Mark and the rest of the team to structure your estate in an efficient and tax-effective manner.