Okanski Financial Group
Toll Free: +1 (800) 265-5982
Fax: (519) 663-5037
Mobile: (519) 871-3850
OkanskiFinancialGroup@cibc.ca
Thomas Okanski
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The Okanski Financial Group
We strive to achieve excellence in designing financial structures to shelter and nurture our clients' wealth. We do it by updating ourselves in terms of professional designations, knowledge of market scenarios, and by developing deep understanding of our client's objectives.
Tom Okanski
MBA, CFP, CFA - First Vice President, Portfolio Manager, Investment Advisor
Tom has over 27 years of experience in investment management, financial and estate planning. His educational background includes an MA from the University of Western Ontario, an MBA from Queens University, the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. A qualified Portfolio Manager, Tom designs and implements investment strategies and asset allocation models, as well as oversees investment selections suitable for individual financial plans.
Recently entering the the empty nest phase of life, Tom keeps involved in various charitable activities. and is interested in preserving heritage architecture in the city. Northern Ontario back country is a favourite destination.
Lisa Wittur
CFP, CIMA - Associate Investment Advisor
Lisa has over 16 years of experience in the financial industry. She is a graduate from the University of Western Ontario, and has completed her Certified Financial Planner (CFP) and Certified Investment Manager Analyst (CIMA) designations. Lisa works with clients to achieve their financial and estate planning goals and dreams.
Lisa's passions include her family; her husband Bill, son Mason, and their dog Daisy (a miniature schnauzer). When not working, Lisa enjoys travelling, knitting and photography. She also volunteers on the Ontario board for Breakfast for Learning, a national organization that supports breakfast and snack programs in elementary schools across Canada.
Asheesh Mudgil
BA, MPA - Sales Assistant
Asheesh is the newest member of the Okanski Financial Group. He has a Masters degree in Accounting from Edith Cowan University, Australia and Post Graduate Certificate in Financial Services from Fanshawe College. He is currently working towards his Certified Financial Planner (CFP) designation. Asheesh supports the areas of business development and financial planning.
Aside from work Asheesh likes to spend time with his wife Gurpreet and his daughter Ahaana. He enjoys travelling, playing pool and is an upcoming NHL enthusiast.
As evident from the team bios above, we maintain high standards of education, experience and diversity to help us assist our client achieve their objectives.
*Clients should seek independent tax advice on tax-related matters.
**Clients must meet with their Investment Advisor at least annually.
