For over 20 years, Oriana has provided individuals, families and personal corporations with wealth building expertise and advice. She will guide you to clarify and define your financial goals, and with her team of specialists, will build an appropriate plan to help you preserve and grow your wealth.

The right strategy along with the careful selection of securities and ongoing monitoring will ensure you meet those objectives. With the highest standard of integrity and transparency, Oriana offers the peace of mind in working with a trusted, experienced professional.

Kathy began her financial services career in administration at a foreign bank and then worked as a trader at a large discount brokerage before joining Oriana's team in 2002. She has a degree in Economics from Salford, UK and has completed the Canadian Securities Course, the Professional Financial Planning course and the Options and Derivatives course. Kathy is also qualified to provide life insurance.
 

Originally from Halifax, Nova Scotia, Teddy completed his undergraduate studies at the University of British Columbia, where he was also a varsity rugby player and an active member of Beta Theta Pi fraternity. Upon graduation, Ted began his career as a retail banker with CIBC, before moving to Wood Gundy in 2020. He has successfully completed his CIRO RR certification, Options & Derivatives trading, and CFA (Chartered Financial Analyst) designation. 

Lana joined the financial services industry in the 90's and has held various positions in financial planning and retail banking. She uses her knowledge and experience to help families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, her goal is to provide comprehensive and meaningful financial planning experience. She uses a disciplined engagement process to facilitate a deep understanding of your unique situation and support the recommendation of tailored strategies and solutions. 

With a customer-oriented nature, Winnie's desire is to make a significant impact to clients in all life stages with her expertise and knowledge. She started her financial planning and advice journey over a decade ago through various roles in the industry and she has found joy in helping clients achieve their financial goals.

Her commitment to this passion is to continue to strive for excellence through practical experience and academic pursuits. She holds BBA from SFU and CFP designation, and she is currently pursuing TEP designation.

Wilton employs a comprehensive process to assess your wealth management needs and works closely with you and your professional advisors to develop customized, appropriate and effective solutions. He works to optimize your financial security, increase your net-worth and reduce the impact of taxation. Having previous experience working with business owners and operating his own small business, Wilton understands the unique challenges and requirements of operating a business. He is able to provide innovative and tax-efficient solutions for a variety of wealth management needs, both personal and corporate. Prior to joining Wood Gundy Wilton worked as an Estate Planning Specialist at a large financial institution and before that as an Advanced Case Consultant at one of Canada’s leading life insurers where he established himself as a recognized life insurance specialist.