Glenn has over 30 years of experience in providing expert personal and corporate planning solutions for clients ranging from individuals and private enterprise to publicly-traded companies. Glenn’s focus is to provide business consultancy and overview to owner-operated businesses. Glenn is a Certified Financial Planner, Elder Planning Counselor, and a Certified Divorce Financial Analyst.
to a wide range of clients in a professional, seamless
and highly personalized manner.
Jamie has provided investment, risk management, tax and estate planning guidance and solutions to professionals and family-owned businesses for over 20 years. Jamie’s professional accreditations include Certified Financial Planner, Canadian Investment Manager, Fellow of the Canadian Securities Institute, Chartered Life Underwriter, Financial Management Advisor, and Chartered Professional — Strategic Wealth.
Jonah partners with his clients to design and implement their personal financial roadmap, recognizing that each client situation is unique and requires customized attention. Prior to starting his personal advisory practice, Jonah spent ten years in the retail industry, working in finance, strategy and senior management of a $150MM business unit. Jonah completed his MBA at the Schulich School of Business in 2006.
Brian has over 25 years of experience advising, teaching and coaching clients, advisors and senior managers. Brian believes that education is the cornerstone for building strong relationships, and is designated as a Certified Financial Planner, Canadian Investment Manager, Derivatives Market Specialist and Fellow of the Canadian Securities Institute. With a strong background in compliance, Brian is open and honest with his clients, which leads to a practical approach to his clients’ needs.
Rekha has been providing her teams with strong skills in client services, business, tax planning, marketing and event planning for over 20 years. She brings plenty of industry experience; in her previous role, Rekha worked with a wealth management firm as an administrative assistant. Her role here is to ensure that high quality planning and consultation is delivered to each of our clients. Rekha graduated from Humber College with an Accounting Diploma in 1997, and continues to build and update her industry knowledge regularly.
Filomena is results-driven team member, with extensive experience in Group Insurance and administrative positions, with both a brokerage and an underwriting perspective. Filomena has made her career in benefits analysis, Renewals and New Business, adhering to a strong set of best practices and methodologies. She has brought a strong analytical presence to the Benefits team at Bearing Capital partners, and will be happy to take your calls should you need any help!
"I have been working with Jamie and the team at Bearing Capital since 2008. We developed an investment strategy that is aligned with my age and stage of life. We meet regularly to review the strategy and they actively manage the portfolio to respond to the ongoing and emerging changes in the markets."− Michael Geraghty, Toronto