THE WATERFRONT GROUP - Key Persons
Job Titles:
- Investment Advisor With the Waterfront Group at Wellington - Altus Private Wealth
Andrew is an Investment Advisor with the Waterfront Group at Wellington-Altus Private Wealth. Prior to joining the team, he worked for a large multi-office investment council firm where he was a portfolio manager responsible for providing wealth advice, financial planning, investment research & discretionary portfolio modelling. He also spent more than a decade working at two major Canadian banks in their wealth and asset management divisions. His unique blend of experience has afforded him the ability to provide holistic advice to individuals, families, business owners and professionals. He enjoys building long lasting relationships with clients by understanding their needs and educating them along the way, so that seemingly complex or new topics are easy-to-understand and leave them feeling empowered to make decisions.
Job Titles:
- Senior Investment Advisor With Wellington
Dan Wynnyk is a Senior Investment Advisor with Wellington- Altus Private Wealth. Prior to this, Dan and his top performing team (The Waterfront Group) were with a bank-owned brokerage for two decades and recognized as part of the elite Chairman's Club Council.
Dan and his team specialize in alternative investments and money management services including estate planning to ultra-high net worth individuals and organizations In Ontario and British Columbia.
He has been frequently interviewed on television and has written for numerous publications. Dan was also nominated in 2020 for top advisor in Canada by Wealth Professional Magazine. Having one of the highest client retentions rates in the Industry, the team is among Canada's most accomplished.
In 2017 Dan was one of 15 residents of the riding of Oakville North-Burlington to receive the Canada Sesquicentennial 150 citizenship award in recognition of the positive impact aid influence he has made on his community. Dan seeks to promote the welfare of others through his daily acts of kindness including personal and corporate giving. He and his mother are fund holders of the Now I Can Children's Fund with the Burlington Foundation, whose mandate is to award scholarships and sponsor social programs to at-risk youth.
Dan loves to travel and when away from work he can be found surfing the beaches of Tofino or Snowboarding the mountains of Canada.
Job Titles:
- Associate With the Waterfront Group at Wellington - Altus Private Wealth
Lewis is an Associate with the Waterfront Group at Wellington-Altus Private Wealth. He has spent over two decades in the investment management industry, mostly on the corporate side of the industry at a variety of companies. But after working beside Dan and his team for over a year and understanding our pension-like investment approach, our incredible clients, and how rewarding it is to serve them, he jumped at the chance to join the team.
Prior to joining the Waterfront Group, Lewis worked at Wellington-Altus Private Wealth as a Senior Manager focusing on asset allocation & portfolio construction, due diligence, and performance reporting. Before starting at Wellington-Altus, he worked at BCI, the company that runs over $230 Billion for British Columbia's public sector pension plans, and CI Financial, one of the largest investment management firms by assets under management in Canada. Lewis brings a deep technical background and a broad variety of experiences assessing investment opportunities, managing investment risk, and understanding how different investments work together.
Lewis is excited to work closely with clients to share this knowledge.
Lewis holds an Honours BA in Economics from York University and has completed the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Financial Risk Manager (FRM) designations, proof of his passion for continual improvement and commitment to stay at the cutting-edge of the industry.
Lewis lives in Burlington with his wife and two sons, so he also "volunteers" as a personal chauffeur to a pair of rising basketball stars on some evenings and many weekends. When he gets the odd break in his busy schedule, he enjoys connecting with family and close friends, travelling, and playing the occasional game of basketball or chess.
Job Titles:
- Investment Advisor and Financial Planner With Wellington - Altus Private Wealth and Part
Ludmila Paciora is an Investment Advisor and Financial Planner with Wellington-Altus Private Wealth and part of the Waterfront Group. With over 10 years of experience in financial industry, she has developed an expertise in helping affluent individuals - professionals and business owners, reach their unique goals.
Marisa brings with her a wealth of knowledge, passion & focus. She is seasoned within the financial services industry; thriving in positions of wealth management, innovative income, lifestyle & business protection solutions, as well as inspired family & estate planning.
She has held Senior Financial Advisor positions with CIBC Imperial Service, TD Canada Trust, & Sunlife, as well as being an Estate Planning Associate & an Insurance Service Coordinator with RBC Wealth Management.
Marisa is a polished professional with meticulous attention to detail & laser focus. She brings a ‘people first' philosophy to our team Championing for herself & others the courage to change, as well as embracing the timeless qualities of endurance & stability.
The opportunity to join a team which is among Canada's most accomplished is one that Marisa is extremely excited for!
Personally, Marisa is an interesting mix of cosmopolitan & country Growing up as a city girl, born in Leaside, & then moving north, to a large farm in the country, enjoying horseback riding & the beauty of our stunning natural world. She has also lived in Banff, Alberta, to pursue her passion for wilderness & travel. She's a yoga instructor, & her most coveted role is as a dedicated mother to her 18 year old daughter.
Marisa is planning on learning to surf in order to keep her vitality while her daughter is away at university for the first time this September!