With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Outside of the office Aram keeps busy with his three children. During weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.

Andrew has been a member of the Agopian Estate Planning team since 2015. Andrew is a new business and Inforce policy specialist who works with clients, advisors and partners responding to policy inquires and new product requests. His in-depth knowledge of permanent life insurance product design allows him to create multiple customized wealth creation and estate maximization solutions to meet client needs.

Andrew holds an Honours B.A. from University of Toronto with a major in Economics and minor in Statistics. He holds the Life Licensing Qualification Program (LLQP), Certified Health Insurance Specialists (CHS) and is currently working towards his Certified Financial Planner (CFP) designation.

With over 20 years of experience in the financial industry, Charlotte exhibits an unparalleled commitment to maximizing the client experience. She is fully qualified to manage all client inquiries with the utmost diligence and efficiency.

Marco joined the Agopian Estate Planning Group in 2022, and is our application and administrative lead. He is committed to providing the best service to ensure customer satisfaction. With a strong background in insurance, he has been involved in both sales and administrative roles.

Marco graduated from the University of Toronto with a Honours BSc majoring in Physics with a minor in Mathematics. He is a reserve officer in the Canadian Armed Forces as part of the Cadet Instructor Cadre Branch with his local Royal Canadian Air Cadet unit.

Natalie Agopian-Mattinson joined the Agopian Estate Planning Team in 2022 as an Estate Planning Assistant, bringing strong organizational skills and a dedication to client service. She recently graduated from Toronto Metropolitan University with a Bachelor of Commerce in Business Management, specializing in Global Management with a minor in Marketing.

Joris Li recently joined the team as an Estate Planning Assistant, bringing a strong work ethic, attention to detail, and a passion for client service. With experience in administration and coordination within professional environments, she is eager to continue learning and growing while supporting clients and the team with professionalism and care. She holds a Bachelor of Science degree from the University of Lethbridge and brings a detail-oriented and client-focused approach to her role.