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Protecting your wealth through proactive management
Having spent nearly two decades providing sophisticated wealth management solutions to clients across the Greater Toronto Area and beyond, we’re dedicated to bringing you peace of mind today and helping you establish your legacy for tomorrow.
Senior Portfolio Manager & Wealth Advisor
Associate Advisor
Associate
Wealth Associate
Drawing on over two decades of industry experience and a process-oriented mindset, Joel builds tax-smart investment and wealth solutions tailored to the unique and discerning needs of our clients. As founder and senior portfolio manager of Planert Wealth Advisory, he oversees portfolio modelling and management for our team, with a focus on ensuring lifelong income and an efficient transfer of wealth. Joel excels at helping our clients navigate the complexities of the financial world, and prides himself on always being available to answer questions, provide advice, and offer guidance.
Prior to joining RBC Dominion Securities, Joel worked in various capacities throughout the financial industry, including at a major global financial institution, an international investment firm, and a large Canadian investment brokerage, where he was responsible for designing pension-style portfolios for highly affluent families. He holds his Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA) designations, as well as an Honours Bachelor of Commerce degree from McMaster University with a major in finance and a minor in economics. Joel is also a Fellow of the Canadian Securities Institute (FCSI) – the highest honour in Canadian financial services.
Joel lives in Thornhill with his wife and their two young sons. In his spare time, he can be found on the golf course, coaching youth basketball, or camping with his family.
Billy joined the Planert Advisory Group team in 2023, after spending more than 10 years working at several large financial firms across Toronto. As an associate advisor, he is responsible for assisting our team with investment management, wealth management, and business development. Billy is proud to be part of our clients’ “extended family,” and loves taking the time to truly get to know them and their short- and long-term goals. He holds a Bachelor of Criminal Justice with a minor in Sociology from Toronto Metropolitan University and has obtained his Certified Executor Advisor (CEA) designation.
Outside of work, Billy enjoys staying active through sports – he plays golf, volleyball, basketball, and softball during the summer months, and plays hockey and snowboards in the winter. Billy also loves travelling and is a huge foodie.
Having worked for our team for over 10 years, Rebecca is an integral part of Planert Advisory Group. As the first point of contact for our clients, she oversees all administrative duties, including meeting scheduling, agenda coordination, and client relationship management. Her commitment to providing exceptional service and support is evident in every interaction she has. Rebecca holds a Bachelor of Human Resources Management from York University and has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) course from the Canadian Securities Institute.
When not at the office, Rebecca enjoys cooking, fishing, and spending time with her husband and her family.
As a wealth associate for our team, Lily brings over two decades of experience to Planert Advisory Group. Her keen eye for detail and commitment to excellence have helped her adeptly handle various responsibilities, including executing trades, facilitating money transfers, and managing account openings. A lifelong learner, Lily has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) course, and the Wealth Management Essentials (WME) course. She holds a Bachelor of Commerce from the University of Toronto.
Lily and her husband are proud parents to two children. In their free time, they enjoy being outdoors – hiking, biking, and skiing – and travelling to see the world.
Our service offering is strengthened by the expertise and resources of our partners across RBC, including:
We don’t just react to market changes; we anticipate them and adjust our strategies accordingly. As a client, you’ll benefit from:
Fully customized portfolios tailored to your unique goals and aspirations.
An advisor-led approach that allows you to delegate day-to-day portfolio management.
Enhanced due diligence and risk mitigation procedures.
Our commitment to high-quality service and exceptional standard of care are just some of the reasons our clients have stayed with us for decades.
Elevate your wealth management experience today
