Meet The Team

Over the past few years, Ivan has built a team of experienced advisors, ensuring that your financial and life insurance planning is always managed.
For the past few years, we have ranked as one of the top Elite Advisory Group from Canada Life. Also, we are the top team in terms of Asset Under Management in our brokerage as well.

Lastly, we are always about seizing new opportunities and coming up with unique investment and insurance strategies tailored to your needs. We have strategies and products where your local branches do not. We are about providing the best services to all clients. We do not declare success until you declare success.

Gary is a licensed, established wealth consultant located in Toronto, Ontario. Being an actuary in the retirement industry for over 10 years, he realized that the ordinary ‘saving for retirement’ concept is just not enough in today’s world anymore. With his expertise in pension, insurance and investment, he is committed to develop the most effective, tax-efficient and personalized strategy that can help you achieve your goals sooner! Whether it is for your retirement or short-term savings, such as buying your first home, you can count on him to give you the most realistic and down-to-earth advice.

Alex views wealth management as a tool to help families achieve their goals. With simple, heart-felt passion, he is committed to providing top level financial advice and has successfully helped hundreds of people.
He has helped bring happiness to families by sharing his professional financial advice, experience, and tax-effective financial tools to the needs of families to help them achieve their goals with estate planning.

Alex works closely with clients by understanding their financial situations, financial strengths, and financial risk tolerances to build plans for each individual and small business. The best results are when the advisor and the clients have a close and mutually respectful, long-term relationship. Alex fundraises for several charitable organizations, including the Toronto Polar Bear Club’s Polar Bear Dip events, and the Heart & Stroke Foundation through the Ride for Heart.

Alan is a licensed financial advisor from Toronto, Ontario. He has served hundreds of clients at La Capitale and Royal Bank before moving to the Wealthseekers team in 2016. Throughout his career, he has always been client focused using a transparent, open, plain-speak approach. His belief is that everyone deserves an advisor who cares as much about their finances as he would his own. Even more importantly, he is focused on making sure his clients are well-positioned no matter what their life stage,market conditions, or personal circumstances are.
His concept is simple: take a holistic approach that covers all of a clients needs, and work within their means.

What is your favourite hobby?
I love playing tabletop strategy games, and a variety of video games. Even when having fun and relaxing, I love to exercise the mind.