613-836-0406
Our Team
At the heart of our company is a group of dedicated and passionate professionals committed to helping you reach your goals. We believe in collaboration, integrity, and delivering exceptional results. Each team member brings unique expertise and insights to the table, working together to provide a personalized and supportive experience.
Get to know the people behind the work—because for us, it’s all about building lasting relationships and making a positive impact.
Vera Adamovich
CFP®
Certified Financial Planner
A certified financial planner (CFP®) for over 25 years, Vera has helped her many clients build personal financial comfort. Vera works side-by-side with her clients to ensure that each decision is made to move them toward their real-life goals.
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Vera’s Approach to Building your Personal Financial Comfort:
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Truly Holistic: Vera’s primary focus is to ensure that the money you invest is working for you. Vera also believes that helping you achieve your personal financial goals requires careful consideration of all of the decisions that impact you financially – from insurance and understanding your mortgage choices, to budgeting habits and saving for a rainy day. Vera will help you explore all facets of your financial potential, and ensure no detail is left uncovered.
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Creativity and Innovation: Vera is committed to ensuring her clients see the total picture when making their financial decisions. That is precisely why Vera combines a clear, no-nonsense communication style with an expert knowledge of technology to create easy-to-read documents and calculations that make it easier for clients to understand their financial situation and make the right decision, at the right time.
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Communicating in your Language: Vera believes that empowerment can only be realized through a clear understanding of your choices. Vera’s clients appreciate her ability to explain concepts in everyday language, and her enduring efforts to ensure they are confident in their financial knowledge.
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Trust is Primary: Don’t trust just anyone with your personal financial comfort. Choose a certified financial planner who earns her clients’ trust by doing what she says she’ll do, when she says she’ll do it, with care and compassion.
Hope Chuchinnawat
CFP®, CLU®
Certified Financial Planner
Hope graduated from Carleton University with a B.A. (Economics). Immediately after graduation, Hope worked with a national investment firm as a financial consultant where he gained both industry and client experience.
He is a CFP® professional and a member in good standing with Advocis and FPSC. He also holds the CLU designation with The InstituteTM for Advanced Financial Education.
Hope focuses his practice on working with entrepreneurs, professionals and business owners as he has been greatly influenced by his family’s very successful business and has a passion for working with these unique individuals. With this life experience, he understands the value of financial planning for business owners, professionals and high net worth clients.
Hope brings a high level of professionalism, dedication and enthusiasm.
Trish Cohan
Licensed Assistant & Client Service Manager
Helping put our Clients’ Needs First.
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Administrative professionals are at the core of every successful organization. In her many years of collaboration with Vera, Trish has applied her administrative excellence to ensure the office is managed effectively, efficiently, and with great warmth and enthusiasm.
Responsible for everything from outreach and liaison to scheduling, Trish has been recognized for her know-how and dependability. Recently, she received an Administrative Assistant Award for outstanding personability and professionalism.
Trish’s dedication and expertise ensure that your needs always come first.
Billy Hussein
Licensed Assistant
Billy graduated from Carleton University with a Bachelor of Commerce degree, concentration in Marketing and a minor in Law.
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With over seven years of experience in the industry working for one of the largest national financial institutions, Billy has a proven track record of providing exceptional client-centered support. As a Licensed Assistant, he is committed to helping clients navigate their financial journeys while working toward his CFP designation.
He believes in building strong relationships based on trust and open communication, ensuring that each client feels informed and empowered in their financial decisions.