Sandler Wealth Management Group

Ronan Clohissey, CIM

Vice-President & Portfolio Manager

416-842-6683 | Email me

Since entering the investment industry in 1999, Ronan has built a clientele of high net worth individuals and corporations. As an advisor to some of Canada’s most successful business leaders and families, he has earned a reputation as a steadfast partner in an ever changing investment landscape. Ronan seeks to build lifelong, multi-generational relationships that are founded on transparency, loyalty and trust.


Ronan is passionate about helping his clients become better investors. To achieve this he works closely with clients to communicate his investment philosophy. By replacing media hype and industry jargon with understanding and transparency, Ronan and his clients can approach wealth management with objectivity.


As a Chartered Investment Manager and Portfolio Manager, Ronan has earned some of Canada’s highest investment industry designations.

Scott Sandler

Vice-President & Portfolio Manager

416-842-6684 | Email me

Scott is the team's fixed income expert and has an intimate knowledge of Canada's bond and preferred share markets. Since partnering with his father fifteen years ago Scott has created and built the Sandler Wealth Management Group.


Having grown up as a third generation stock broker Scott has an innate understanding of the capital markets and Canada's investment industry. He has a constant energy and passion that he focuses on investment analysis. Scott is adept at recognizing and identifying potential problems with a company's financials or business model. As defensive investors this skill set is invaluable in our decision making process.

Stephen Sandler

Vice-President & Portfolio Manager

416-842-6685 | Email me

Stephen Sandler has been a recognized leader in Toronto's investment landscape for almost 50 years. Since joining his family's firm, N.L. Sandler, in the early 1970's he has won respect as one of the industry's most diligent investors. As a pioneer in discretionary money management he developed a time tested strategy based on conservative income investing. Stephen's approach has served clients particularly well in periods of market turmoil and volatility.


Stephen is known as a true champion for his clients and will fight tirelessly on their behalf when necessary. He is relentless in his search of company management that meet his demanding investment characteristics.

Ross Deacon

Portfolio Manager & Investment Advisor

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For over 115 years the Deacon Family has been an integral part of the Canadian investment landscape. Starting with F.H. Deacon & Co. in the early 1900's, the family has been respected throughout Canada for their community contributions as well as their business and investment leadership.
With a background in agriculture, Ross joined the investment industry over thirty years ago and has since shared his life and business experience with families looking for sound and realistic investment advice.


Dating back to his time with Deacon Capital, Ross has always employed a patient, conservative, common sense investment strategy. This approach has served Ross and his clients very well over many years and market cycles.

Michelle Noel-Smith

Associate Advisor

416-842-8675 | Email me

For over thirty years Michelle has served our clients by closely listening to their needs and drawing on her vast experience to deliver unparalleled personalized advice. Her ability to deal with complex structures and situations has earned Michelle the reputation as one of Bay Street's most respected professionals.


Michelle's has an intimate knowledge of the structures that families use to preserve wealth and transfer it to the next generation. She is our expert in the administration of trust and estate accounts.


RBC is Canada's leader in full service wealth planning. Michelle works directly with our team's wealth planning partners to assist clients with financial projections, tax and estate planning.

Steve James

Associate

416-842-8674 | Email me

Steve is one of the group's senior administrators. With decades of experience to his credit, Steve plays a valuable role in documentation, account transfers, issuing cheques and wires and administering registered accounts. Steve is also our expert in complex issues such as private placements, re-organizations and matters related to securities registration.

Brendan Hollis, CFA

Associate Advisor

416-842-8673 | Email me

Brendan is responsible for implementing our equity and fixed income models. He ensures that client portfolios are invested in accordance with each client's personal asset allocation as stated in their Investment Policy Statement (IPS).


As a Chartered Financial Analyst (CFA) and member of our Investment Committee, Brendan plays a key role in the identification and analysis of portfolio holdings.

Gary Tsang, CFA

Associate

416-842-8672 | Email me

Gary is responsible for trade execution, new issues, business process and efficiency. As one of the largest wealth management groups in Canada, we are constantly seeking improvements in efficiency. Gary's background in engineering and financial analysis allow us to develop the systems required to provide an industry leading experience to our clients.

Gina-Lee Gatto

Associate

416-842-8676 | Email me

Gina Lee (GL) is responsible for cash management, t-bills, money market, fee billings and daily administration of client accounts. GL draws on her experience as an institutional trader to provide a premium level of service to high net worth clients. She has an extensive knowledge of today's highly complex trading landscape and can be relied upon for trade execution when sensitivity is required.