• investments
• tax strategies
• trusts
• insurance
• philanthropy
• business succession

Phone: 905-320-5081

Email: Andrew@imperiallife.ca

Andrew believes in achieving the clearest understanding of your values and goals before moving forward. He holds individual meetings to gather information, review objectives, and ultimately create a lifestyle management plan that optimizes both wealth and personal goals. The end result is the implementation of a strategy which is less time consuming than your current processes, while maximizing your wealth and lifestyle goals.

Phone: 905-577-2809

Email: alex@imperiallife.ca

By taking my previous experience and marrying it with additional professional development I strive to challenge all clients to achieve a higher level of success.

My purpose in life is to help clients by empowering them to truly experience all aspects of life and live by design.

Providing integrated management solutions for demanding professional lifestyles. We're the advocate for you, your family, your business, your objectives and values. We listen first and understand before advising.

Phone: 905-334-6370

Email: andrea@imperialwealth.ca

In Andrea’s own words … “My clients have the comfort of knowing their interests and needs come first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, I can help them build a plan to fit their needs at every stage of life.”

She has had the privilege of working with her clients to create financial plans to help protect them from risks affecting their family and/or business. As well as guides her clients through retirement to ensure their income needs are adequately met.  Andrea has built strong relationships based on trust, listening to their needs and coaching her clients to realize their goals and dreams. With this knowledge of information, a financial plan is built.  Andrea is committed to providing the best financial advice for her clients and continually upgrades her skills through professional industry memberships.

Phone: 416- 473-9475

Email: marc@imperialwealth.ca

Marc’s 15 years experience as a Financial Advisor and Financial Planner in the GTA area made him an ideal fit with the Imperial Team. Marc is an Independent financial planner working with clients to develop and implement personal financial strategies to meet their retirement and estate planning goals. His wealth management objectives are to achieve consistent rates of returns on invested assets, preserve capital and manage financial risk.

His specialties include: Retirement planning and asset management for individuals. Group savings plans, IPPs and RCAs for businesses.

Marc has extensive experience in sales and marketing management in the medical devices sector of the Healthcare Industry, as well as, 25 years teaching business and finance at the university and community college level.

Email: Emilia@imperiallife.ca

Emilia’s passion is everything marketing!! With an extensive background in marketing, brand awareness, business development and graphic design along with a proven ability to coordinate the planning, development and execution of strategic marketing initiatives to drive desired results.

She possesses excellent communication skills, project management experience and ability to listen to our client’s wants, needs and their “wish list” and guides our team in achieving them!

Emilia’s greatest strengths are her creativity, drive and leadership. She thrives on challenges, particularly those that expand the company’s reach.

Phone: 905-581-0878

Email: karen@imperiallife.ca

With 10 years of industry experience Karen's roll is to gather and analyze all of your personal financial data, banking, credit card records and day-to-day spending patterns.

This data helps us garner an understanding of your spending habits and trends to deliver the most accurate recommendations for your future success.

Augmenting her credentials is her utmost commitment to client service coupled with in-depth problem-solving aptitude and communication acumen.

Office: 905-581-0878

Heather is the newest addition to join the Imperial team, where she is responsible for managing the office interactions on all levels, of both the Wealth & Lifestyle Management sides of the office. She keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!

Adept at wearing many different hats and doing a multitude of jobs simultaneously, Heather comes with many years of experience within the Financial Services industry where her main focus has been providing exceptional customer service, trading/investments, and adhering to regulatory and compliance requirements.

Office: 905-581-0878

Email: admin@imperiallife.ca

Linda is the newest addition to join the Imperial team, responsible for managing the office interactions on all levels, of both the Wealth & Lifestyle Management sides of the office. She keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!

Adept at wearing many different hats, Linda comes with many years of experience within the industry where her main focus has been exceptional customer service, trading/investments, and adhering to regulatory & compliance requirements.

Email: damion@imperiallife.ca

Damion has over 5 years in accounting, bookkeeping, budgeting, and payroll administration in Canada and abroad.

His talents lie in developing and implementing financial planning modules, budgets, and strategic plans to aid clients in reaching their financial goals. He is skilled in creating efficient management reporting systems, policies, process development and exploring profit improvements and cost optimization initiatives.

A collaborative team player with initiatives to assist others and has quickly become an integral Imperial team member.

Email: zach@imperiallife.ca

Zach is the newest Imperial team member serving as a Junior Associate for the Advisory Team. 2019 Graduate of the University of Guelph, with a Bachelor of Commerce Degree.

Zach works to support daily operations, research and analysis.

His goal is to become a trusted & knowledgeable Imperial Financial Advisor, ready to work with you towards a better financial future.

Phone: 289-400-0216

Email: cesar@imperialwealth.ca

As a Wealth Advisor with Imperial Wealth Management, I provide a high level of personalized service for my clients. I work with a talented group of partners and have complete access to their expertise and resources.

My role is to create a fully integrated and comprehensive plan for my clients. To be as effective as possible, your plan has to be personalized to your needs and flexible enough to change with you throughout the stages of your life. At the heart of Imperial Wealth Management is the opportunity to establish a relationship with a Wealth Advisor dedicated to designing a plan that’s right for you. Working together, we will develop a plan that encompasses all aspects of your financial situation to help you achieve your goals.

Email: Kelsey@imperiallife.ca

The glue that holds us all together!   Kelsey manages the office interactions on all levels, of both the Wealth & Lifestyle Management sides of the office.  She keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!  

Adept at wearing many different hats and doing a multitude of jobs simultaneously,  Kelsey’s extensive background, knowledge and experience in the financial industry with firms like Momentum Credit Union and the Royal Bank of Canada has made her a valuable asset to the Imperial team.