Matt Snoei

Associate Portfolio Manager & Wealth Advisor

519-322-1535 | Email me

Matt possesses a well-rounded educational and professional background for his role as Investment Advisor. Matt received a Bachelor of Science degrees in Kinesiology and Psychology at Wilfrid Laurier University and a Master of Human Kinetics degree from the University of Windsor. Following his academic pursuits, Matt entered into a successful consulting career as an Ergonomic Engineer in the mid-western United States.

Matt's excellent research and communication skills benefit clients, helping them make more informed, confident investment decisions. Clients appreciate Matt's keen ability to convey complex wealth management concepts in easy-to-understand terms, which helps foster the client-first experience.

Matt enjoys staying active by playing golf, baseball, hockey, and fishing. He also enjoys camping and traveling with his wife and two sons.

Ron Omstead

Vice-President & Associate Portfolio Manager

519-322-1139 | Email me

Ron offers a wealth of financial expertise and front-line corporate experience as an Investment Advisor. He holds a Bachelor of Commerce from the University of Windsor and was designated a Chartered Accountant in 1978.

Ron has excelled as an accountant, receiving the titles of CFO and V.P. Finance for a subsidiary to a publicly-traded company in the 1980's. His unique background, with experiences such as negotiating in merger-acquisitions, offers clients a singular and valuable investment management perspective.

In 1996, Ron began his career as an Investment Advisor to combine his two passions - helping others and finances. With over 30 years of highly specialized financial experience, Ron takes pride in offering clients unparalleled professional guidance for each unique financial situation with a heightened contentiousness towards tax efficiency.

Ron and his wife Sherry have two children and grandchildren. Outside of the office, Ron enjoys spending time with family and traveling.

Karen Nash

Associate

519-322-1866 | Email me

Karen is committed to ensuring you receive timely and efficient service. With over 15 years of financial services experience, her ability to offer superior administrative, technical and related industry support consistently exceeds client expectations.

Karen has completed the Canadian Securities Course and is a licensed investment representative.

Karen and her husband Ian enjoy taking road trips and camping. Karen also likes to spend her free time making incredible quilts.

Wealth Planning Team

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Mary Metel, LL.B

Will & Estate Consultant


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Stephen Cecile, CPA, CA

Financial Planning Specialist


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Mark Skeggs, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services


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Murray Shapiro, BA, LL.B, TEP

Vice-President, High Net Worth Planning Services


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Jim Yager, BA, MBA, M.Tax

Vice-President, High Net Worth Planning Services


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Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services