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.
*Investment Advisor, Aligned Capital Partners Inc.
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.
*Portfolio Management provided through Aligned Capital Partners Inc.
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.
*Portfolio Management provided through Aligned Capital Partners Inc.
Adna has a track record of providing superior client care, strategic sales support and professional administrative services. Adna is the first point of contact for our clients to ensure that our team delivers an exceptional experience for everyone. She is a University of Toronto graduate and holds a specialist degree in Political Science with a minor in English.
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!
