Our Team

I support our advisors and their clients once they have agreed to take action on their plan for the future.

I help simplify the advisors’ lives by implementing and managing client accounts with our partner financial organizations. I work with clients when they have an account issue, and coordinate with the appropriate partner to ensure issues are resolved.

I help make things easy for clients and save them time and effort in managing their day-to-day financial affairs.

I'm an animal lover and activist. I have been a vegetarian for over 35 years and love to garden. I'm a huge Toronto Maple Leafs fan and most importantly, I love spending time with my 2 beautiful grandchildren.

I work closely with our operations team, advisors, and suppliers to ensure that our clients’ needs are fulfilled, enabling them to focus on what matters most.

I analyze insurance policies on a case-by-case basis to create clear, tailored solutions for our clients. By developing simple financial modeling through targeted analysis, we empower clients to make informed decisions about their finances.

I am a student at the University of Waterloo, studying Business and Economics. In my free time, I enjoy long-distance running and weightlifting, as they help me push my limits and learn more about myself. I also love camping and golfing, which provide great opportunities to spend quality time with friends and family.

I am here to provide a top-notch experience for our advisors, external partners, and most of all our valued clients.My responsibilities include identifying areas where I can improve underwriting process for Insurance policy needs and taking proactive steps to improve the processes. By responding to advisors and external partners inquiries in a timely and effective manner, my goal is to provide exceptional service and manage client expectations.

My role is to give our external partners the best experience working with Haunn Landers & Co. I am here to assist with doing the leg work to make things that seem difficult actually be stress free. I help our operations team work efficiently to keep them happy and to be able to provide exceptional client service. If our interactions with clients are a great experience, they will be happy and introduce us to other people in their life who could use our help.

I live in Streetsville with Mark and our 7-pound toy poodle Sophy. I believe in treating people the way I want to be treated, always smiling when ending a phone call and listening before responding.

I work with our operations team and external partners to ensure our advisors are set up for success, and our client's needs are taken care of.

With a primary focus on the client, my responsibilities include anticipating their needs and taking proactive steps to enhance their overall experience. Additionally, I help make sure our operations team is organized and has the tools and support it needs to meet deadlines and accomplish tasks.

Recognizing the complexities of regulations and our suppliers, I am eager to take on any project that can help reduce stress for our clients; leaving them with a feeling of confidence and peace of mind.

I graduated from the University of Guelph with a Bachelor of Commerce. Additionally, I am an avid reader, Formula 1 fan, and love spending time amongst family and friends.

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I help our advisors and clients plan for their future. I also lead the Haunn Landers & Co operations team.

With the growing complexity of financial planning, investments and evolving strategies, I leverage my knowledge and expertise to help advisors and clients develop a comprehensive plan to reach their goals.

By helping advisors and clients develop personalized plans, they become more confident in their future. This process helps them fully understand their current position and provides motivation towards accomplishing their goals.

I graduated from Wilfrid Laurier University with a focus on Economics and Financial Management. I enjoy playing hockey, baseball and any other sport where my competitiveness can thrive. Also, I enjoy camping, canoeing and relaxing with my family at our cottage.

 

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My primary focus as an Advisor is empowering young professionals and families as they navigate the complexities of personal finance.

By drawing on my own experiences, I build a relatable connection with my clients, allowing for complicated financial concepts to become more accessible. I provide invaluable support to my clients by combining my professional expertise with personal empathy, to offer tailored financial plans that address specific short-term needs and long-term goals. I help my clients establish a solid financial foundation by providing advice on cash flow, saving, investments and insurance.

By fostering financial literacy and offering ongoing support, I empower my clients to make informed decisions and navigate life’s milestones with confidence and success. Through my understanding and guidance, I give my clients the ability to achieve their financial aspirations and secure a better future for themselves and their families.

With a background as a highly successful hockey player, I bring a wealth of experience and a champion’s mindset to my role as an advisor. Many years on the ice has taught me the importance of teamwork and strategic planning, which I leverage to guide my clients towards their financial goals. In my spare time I stay active by golfing, playing recreational hockey, and spending time outdoors on our family farm in Halton Hills.
 

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I build my best relationships with hard working families that want to make smart decisions with their money. I help them by eliminating financial stress while creating confidence so they can focus on the things that really matter in life.

I use a holistic approach with every one of my clients. I like to get to know them on a personal level by understanding their passions as well as their goals around family, life, and career. I then connect these to their current and desired financial objectives. Once I gain a full understanding of my client’s visions, values, and goals I begin to look for strategies and products that can align with their situation and help them get closer to financial freedom.

I reside in Etobicoke, and I was born and raised in the GTA. My passions in life revolve around physical health and finance, and in my opinion, both are crucial to unlocking a happy and fulfilling life. Becoming physically fit and financially independent both require goal setting, focus, self-discipline and consistency and by applying these aspects to my practice, I help my client’s live life to the fullest.

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I work with established professionals and business owners with a family that are serious about planning their retirement.

Unlike other advisors that are only interested in selling products, I focus on what’s important to my clients. I help them understand their vision, values, and goals for their future through a unique process to determine these important factors. Once these have been established, we can then look at what needs to be done to align their wealth to their future.

I help clients address the things that concern them; Can I live the same lifestyle in retirement or a better one? Will I have enough money? How should I best invest my money so that it will grow efficiently? How can I pay lower taxes? I educate and equip my clients with the information they need to make their financial decisions with confidence.

My family, friends and my clients are important to me. I run my practice based on honesty, integrity and a high standard of ethics. I treat my client’s money like it is my own, I won’t ever recommend something to a client that doesn’t make sense for them to have.

I work with small business owners and families who have done a great job at raising their kids and are now looking at planning their retirement. My clients have had many life experiences and understand the value of long-term planning.

Through our planning process we take a step-by-step approach with our clients. This helps them get a better understanding of where they are today with regards to their finances, where do they want to go in the future, and what steps to take to get there.

Areas where I impact my clients is mostly through listening and asking questions to help identify and articulate their needs, goals and objectives. Coaching my clients to do the things that will help accomplish their goals, and regular touch points along the way to keep them on track.

I have over a decade of experience working with business owners and families. As a business owner and a father, I understand the challenges of balancing work and family. While golf is a great passion of mine, my best moments of the week are with my wife and 3 daughters.

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With over 25 years of experience as an investment advisor, I help design and implement investment strategies for the advisors and clients of Haunn Landers & Co.

We primarily work with high-net-worth individuals, families and businesses to empower their financial future and to help them achieve their financial goals and objectives. Our unique planning approach ensures that we understand these goals first. We can then translate those goals into an investment strategy designed to achieve desired outcomes with the lowest possible risk and the least taxation possible. We apply a pension style management approach to our portfolio construction where a sophisticated asset allocation process can include guaranteed investments, traditional stocks and bonds and alternative asset classes such as real estate, infrastructure, and hedge funds.

On a personal note, I've been married for over 20 years, and I have two girls. We live up in Richmond Hill where I volunteered as a softball coach for over 15 years. Family is extremely important to me. My personal promise is to never recommend or implement a strategy that I wouldn't implement for my own family.

Whether your goal is to maximize growth, minimize taxation, apply personal values to your portfolio construction or simply wealth preservation and estate planning, we support you every step of the way. We are investing in your financial future.

I hope we talk soon.

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With over 40 years of experience working with Accomplished Entrepreneurs and their families, I have had the privilege of many intimate conversations. The conversations have helped build great clarity and simplicity around the topics of wealth and family. Our mission is to help build and protect wealth by helping clients get clear on what is important to them. We then help them take the steps to achieve it. Our proprietary process, The Advisory Model, starts and finishes in a different place than most firms. Our values-based approach creates clarity and simplicity so that all financial decisions are based on what matters most to our clients. Most families have relationships with a variety of professional advisors. Seldom are their strategies, tactics and tools coordinated. A proper discovery process should focus primarily on your goals, not on the means of achieving the goals. Our next step is Integrated Wealth Planning which is our Quantitative and Qualitative analysis. We assess, model, and forecast our clients’ Financial Independence, Family Legacy and Social Capital Legacy objectives. Our last stage is where give advice, which is what our clients really hire us for. We look forward to any considerations and opportunities to making a difference in your life!

 

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I help growing private company owners as well as families who are approaching retirement. I also have the important responsibility to provide leadership and oversight of the team at Haunn Landers & Co.

I help owners get clear on their biggest goals for the future and the challenges that are in their way.  I then help them create a plan to get what they want.  We ensure their current tax, legal, financial and insurance planning will support their vision for the future. We help them understand, bring things together, and make them simple.

My clients have significant demands on their time and take great risks to fulfill their vision for the future. They leverage my client experiences over the last 20 years to make wise decisions for today and tomorrow.

My wife Marcy and I live in Streetsville with our toy poodle Sophy. We are avid travellers in the winter and power boaters in the summer. Our best times are enjoyed alongside great friends and family.

I look forward to meeting you to help shape your story.

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