Mitch Aidelman leads a group of dedicated wealth management professionals who all operate under his guiding principle of Clients First.

Mitchell J. Aidelman, CFA

Vice President & Portfolio Manager

416-842-1001 | Email me

In the investment advisory industry since 1988, Mitch is a graduate of the University of Toronto’s Bachelor of Commerce program, a Fellow of the Canadian Securities Institute (FCSI) and a holder of the Chartered Financial Analyst (CFA) designation. He is also a member of the Toronto CFA Society and the CFA institute.

A veteran securities analyst and accredited Portfolio Manager, Mitch brings a seasoned approach to long-term investment management. Resolute in ignoring the distracting ’noise’ generated by the financial media, his goal is the delivery of sustained portfolio performance results built over time.

The principal point of client contact for portfolio creation and maintenance, Mitch directs the overall investment and wealth building strategies for the clients of The Aidelman Wealth Advisory Group.

Married with four children, he is a devoted tennis player and helps coach his son’s rep baseball team. Among his many other interests Mitch attends sporting events and concerts, likes to travel, and is an avid reader. Mitch has been a leadership supporter of the United Way for many years.

Janet Kennedy

Associate

416-842-1003 | Email me

Janet is responsible for overseeing administration and client service. She is focused on providing customized service and seamless execution which are both essential elements of our client service experience.

Janet began her career in the investment industry in 1985, working for a small family owned investment advisory firm.  She has since worked at a number of other bank-owned investment advisory firms before joining the Aidelman Wealth Advisory Group in 2016.  She graduated from a 3 year Business Program at Seneca College and is licensed as a Registered Representative and has completed the Canadian Securities Course, Professional Financial Planning Course and Wealth Management Techniques Course.

Janet is married and is the owner of a very large German Shepherd.  Janet and her husband like to travel are proud supporters of the Arsenal Football Club out of London, England.

Susannah Musselman, CA, CMA,

Financial Planning Specialist

A Chartered Accountant and Certified Management Accountant, Susannah graduated with a Bachelor of Arts from the University of Waterloo.

At The Aidelman Wealth Advisory Group, financial planning is an important part of the range of client services we offer. For Susannah, financial planning includes – but is not limited to – a holistic approach to money-management, lifestyle protection, retirement planning, inter-generational wealth transfer, and legacy creation.

Susannah provides financial planning guidance to families, business owners, professionals, and executives.

 

Kelly Rivard, LLB,

Will & Estate Consultant

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.

She practiced in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning.

Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer professional guidance on both the tax and personal implications of your estate plan.

 

Barrington Grey, BA, CFP, CLU,

Regional Insurance Specialist

After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. A crucial member of our team, he specializes in creating varying degrees of tax efficiencies within his client’s personal and corporate portfolios.

Working with other professionals within RBC Dominion Securities, Barrington has earned the trust and approval of our clients – and their respective tax and legal advisors – for the insight and knowledge that he consistently demonstrates and delivers.