TALL OAK CAPITAL ADVISORS - Key Persons
Job Titles:
- Manager. Office & Human Resources
As Manager, Office & Human Resources, Betty manages the efficient operation of Tall Oak's office, ensuring it is a great place to work for the team. She supports the strategic leadership team on a day-to-day basis and is the "go-to" person for ensuring a positive client experience. Betty also has a thorough understanding of various Human Resources functions and their impact on the organization. She applies this knowledge so that it aligns with Tall Oak's broader organizational strategy and guiding principles.
Prior to joining Tall Oak, Betty spent her career in human resources for one of America's largest staffing agencies. She's also held executive support roles in both the Pharmaceutical & Health Care Industries.
Betty holds a degree in Marketing and Communications from Northeastern Illinois University.
Job Titles:
- Assistant Vice - President, Insurance & Estate Planning, Senior Wealth Advisor
Job Titles:
- Assistant, Client Service
Job Titles:
- Associate, Insurance & Estate Planning
As Associate, Insurance & Estate Planning, Frank supports the team in providing wealth and risk management services to physicians at every stage of their careers. Frank works closely with the team in developing comprehensive plans for physicians to help them achieve their personal, professional, and wealth goals.
Before joining Tall Oak Capital Advisors, Frank served as the first Regional Insurance Advisor for the Ontario Medical Association in Southwestern Ontario. During his tenure, he gained a deep understanding of the physician market. Frank's physician focus complements the already established reputation of Tall Oak Capital Advisors in always putting medical professionals' interests and needs first when providing solutions.
Frank holds the Certified Health Insurance Specialist designation, the only health insurance-focused certification in Canada that focuses on living benefits advice. Frank graduated from the University of Windsor's Odette School of Business with an Honours degree in Business with a concentration in Finance
Job Titles:
- Chief Operating Officer
- Founding Partner
- Portfolio Manager
Mehendi is a founding partner at Tall Oak Capital Advisors and along with the senior partners, helps lead the company's expansion plans within its wealth, investment, business advisory pillars.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the province of British Columbia, Alberta, Saskatchewan and Ontario and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd.
Raymond James Trust (Canada) is a federally chartered non-deposit-taking trust company regulated by the Office of the Superintendent of Financial Institutions. For more information, contact infoRJTC@raymondjames.ca or 1-866-973-6631.
Shawn Jakupi - CEO, Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Chief Executive Officer
- Founding Partner
- Portfolio Manager
As CEO and founding partner, Shawn draws on his wealth of financial services experience, understanding of the industry landscape, and forward-thinking perspective to help drive Tall Oak's wealth, investment, and business advisory growth. His ability to inspire ‘non-obvious' thinking, connecting the seemingly unconnected, coupled with his entrepreneurial mindset has transformed Tall Oak into a differentiated business that centers on helping clients navigate life's financial complexities.
Shawn is a seasoned investor and a registered Portfolio Manager. He devotes part of his time to researching and analyzing the global investing landscape, seeking out sustainable long-term growth opportunities to help investors pursue long-term investment success. Shawn actively works with professionals, entrepreneurs, and affluent families providing integrated strategic financial planning and investment advice.
Shawn also serves as Tall Oak's Chief Compliance Officer, where he is responsible for the administration, oversight, and direction of the firm's compliance program - ensuring compliance with a wide range of investment-related laws, rules, and regulations.
Prior to founding Tall Oak, Shawn has a breadth of experience. He's held a regulatory role at the Ontario Securities Commission and has held positions at some of Canada's largest investment and insurance companies including AGF Funds and London Life.
Outside of work, Shawn is passionate about giving back to the community by supporting many local charities, including The Thames Valley Children's Centre, The London Health Sciences Foundation, & The Children's Health Foundation.
Job Titles:
- Senior Financial Planner & Senior Manager, Operations
Job Titles:
- Marketing and Communications Specialist