Bereskin Investment Advisory Group

Michael Bereskin, B.Sc., MBA

Vice President & Investment Advisor

416-733-9411 | Email me
416-917-0799 | Connect
416-733-5250
1-800-361-7459

Mike graduated from the University of Toronto with High Distinction and in 1990, he was awarded an Master of Business Administration from the Richard Ivey School of Business. Prior to joining RBC Wealth Management, Mike was a Branch Manager and Vice President at Blackmont Capital and a Vice President and Senior Investment Advisor at BMO Nesbitt Burns. His sensible and practical approach came to the attention of journalists, who quoted him several times in leading financial publications such as the Financial Post. Well before the events of 2008/09, Mike appeared on BNN TV recommending diversified bond portfolio’s to protect capital.

An avid golfer and musician, Mike lives in North York with his 18 year old daughter and 14 year old son. Mike has been actively involved with coaching in the North Toronto Hockey Association and also serves as treasurer of a minor league hockey organization.

Hossein Mahjour

Associate

416-733-1028 | Email me

 

Hossein began his financial services career with RBC Action Direct, where he worked in Operations and subsequently, became licensed with IIROC (Investment Industry Regulatory Organization of Canada) to become an equities trader. In 2003, he joined RBC Dominion Securities, as an associate working with investment advisors and servicing high net worth clients. In May 2014, Hossein joined the Bereskin Investment Advisory Group. His 20 years of experience, coupled with his keen understanding of the firm's operations, allows Hossein to provide exceptional service to the group's clientele.

Anna Kubicek, CPF, CLU

416-733-5396 | Email me

Estate Planning Specialist

Anna began her career in the insurance industry in 1996 working for Investor’s Group, one of the largest financial planning companies in Canada. There she worked for over a decade in the role of Senior Financial Consultant, specializing in business owners, while she developed expertise in many areas of underwriting. Anna’s success led to her recognition as a top producer and her leadership extended to training and coaching other consultants with the integration of insurance into their practices.  She has been the keynote speaker at Investor's Group National Conventions as well as a recurring guest on Business Television as a panel expert on various aspects of Financial Planning in 2006, 2007 and 2008. In December 2009, Anna sold her practice and joined RBC as an Estate Planning Specialist, focused on both personal and corporate insurance solutions, secure wealth through a variety of life insurance, annuity, and living benefits solutions, while mitigating the effects of tax.

Abby Kassar, CA, CFP, TEP                                                   __________________________________________________________________________________________________________________

High Net Worth Planning & Business Owner Specialist

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and a Certified Financial Planner (CFP).

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.

Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families. If it makes sense for your situation, you will meet with Abby to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs. Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

For almost ten years, Abby has provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning - which you have access to at anytime as a client.