Meet the team

Ralf has spent his career helping families build wealth, protect their loved ones, and plan confidently for the future. He is passionate about working closely with Clients to develop personalized financial plans that reflect their goals, values, and long-term priorities through a holistic planning approach. Ralf specializes in retirement planning, complex insurance, wealth strategies and helping business owners integrate all their needs into one plan. He is also committed to helping families create and preserve generational wealth through thoughtful long-term planning and wealth transfer strategies.

Ralf and his wife, Kimberley, have three daughters. Family gatherings are especially meaningful now that careers have taken their daughters and grandkids from Vancouver to London, England. A lifelong Rotarian, Ralf also volunteers his time within the Oakville community.

Jennifer is a dedicated financial professional with over two decades of experience helping individuals, families, business owners, and professionals navigate important financial decisions with guidance they can trust. Jennifer works closely with small and medium-sized businesses to provide benefit solutions and RRSP options designed to support both employers and their teams. Jennifer’s authentic, people-first approach helps Clients feel supported as they work toward long-term financial security.

As a mother, business owner, and an active community volunteer, Jennifer brings a thoughtful and relationship-focused approach to financial planning, helping simplify complex decisions through personalized strategies and ongoing support.

As a millennial and financial advisor, Jamison is passionate about helping individuals, young families, and professionals build wealth, protect their loved ones, and plan confidently for the future. Jamison provides personalized guidance on life insurance, wealth management and navigating important life transitions such as starting a family, buying your first home, or preparing for retirement. Her background in international travel and education strengthened her organizational and communication skills, which she now brings to her Client-focused approach and long-term financial guidance philosophy.

Outside of work, Jamison is an avid hiker and traveller who enjoys exploring nature and discovering new cultures. She values the perspective and inspiration that comes from stepping outside of her comfort zone.

As a Client-focused advisor, Kevin is passionate about helping individuals, families, and pre-retirees navigate important financial decisions with clarity and confidence. He works closely with clients to develop personalized strategies centered around retirement planning, wealth management, and long-term financial security. Kevin brings an in-depth understanding of the financial landscape while emphasizing education and relationship-driven guidance. His combined business acumen and sports background provide him with a disciplined and structured perspective when developing strategic financial solutions tailored to each Client’s goals and evolving needs.

Outside of his professional role, Kevin values spending time with his son, daughter, and wife and remains committed to giving back to the community through volunteer work. For over 10 years, he coached every level of minor hockey from AA to Junior A.

Irene has worked in financial services for over 20 years specializing in holistic options catered to each individual. Leveraging her experience in a wide range of wealth services, she leads the administrative support team. She also oversees operations, compliance, and marketing for our office. She is passionate about fostering an exceptional Client experience supported by seamless and efficient processes. She strives for continuous improvement within an ever evolving environment, and supports learning and personal development for the team. In her free time, Irene enjoys spending time with family and keeping up with her daughters’ sports and music activities.

Jennifer has spent more than three decades as an estate and finance professional. She works closely with our advisors, joining in Client meetings and creating comprehensive financial roadmaps. She makes use of her deep knowledge of both individual and corporate retirement and estate planning strategies to provide guidance through a holistic planning process focused on tax driven solutions.

Jennifer and her husband enjoy an active outdoor lifestyle and spending time with their three children and five grandchildren.

With over 15 years of experience in the financial industry, Jessica understands the value in building strong relationships and providing proactive service. As a creative person, Jessica takes pride in helping advisors develop optimal insurance options for Clients. Jessica's love of helping people makes her well-suited for this career. She approaches challenges with an open mind.

Outside of the office, Jessica is an active community volunteer. She is a Certified Forest Therapy Guide and brings elements of this mindful practice into her workday life. Jessica grew up in Burlington and is happy to now be raising her daughter here with her husband.

Cindy holds a wealth of knowledge and experience in the financial services and insurance field. She has completed several highly recognized industry related courses, such as the Fellow, Life Management (FLMI) designation. Her knowledge, experience and passion for Client service, makes her a great asset to our team and to Clients.
In her spare time, Cindy enjoys spending time with family and hiking with their family pup.

Jayashree has been working within the Sun life organization since 2001, recently joining WSC as a Advisor Assistant. She brings a wealth of knowledge and customer service experience to her role. She warmly greets Clients in the office and on the phone. Her desire to help people is clearly evident in her attention to detail and caring ways. Coming from a large extended family, she is a natural fit in the work family and a valued team member.

Alexis is a diligent individual who is committed to supporting her WSC team and Clients. She is determined to use her psychology background and years of customer service experience to properly assist Clients and their financial needs. Alexis takes great pride in her ability to formulate solutions and inspire new ideas within the workplace. Her top priority is to help others and provide remarkable customer service. In her spare time, Alexis enjoys working out and volunteering.

Anna is a financial professional with a background in personal banking and a Bachelor of Commerce. She supports advisors and Clients with care, precision and professionalism. Anna values building meaningful relationships and takes pride in creating supportive and inclusive Client experiences. Outside of the office, Anna enjoys discovering new destinations and expressing her creativity through cooking.

Olivia is a hard-working and passionate individual who strives to support both her team and Clients. Her education from the University of Ottawa, coupled with her experience in the finance industry, allow her to approach challenges proactively and effectively apply her wealth of knowledge. She is dedicated to helping people and providing an exceptional Client experience.
In her spare time, she loves to stay active by participating in competitive sailing and skiing. 

Nimrah is a dedicated professional with a background in banking, taxation, and sales, bringing a well-rounded perspective to supporting advisors and enhancing Client experiences. She holds a Bachelor of Arts in Economics, providing a strong foundation in financial principles. Outside of work, Nimrah enjoys staying active through sports and exploring new places through travel.