Frank began his investment career in 1985 and offers more than 30 years of experience. As an investment professional, Frank provides trusted and dedicated advice to his clients allowing them to gain personal comfort, confidence and security in an ever changing world. His primary focus is constructing personalized solutions that reflect their individual needs and goals.
Throughout his career, Frank has demonstrated commitment and a strong work ethic while always having a willingness to mentor and share his experience with those around him. He is an active volunteer in the community working with charitable organizations. Frank is married to Diane, his lovely wife of over 30 years and together they have raised two wonderful children, Michael and Alexandra. In his personal time he enjoys golfing, traveling and even staying home cooking.
A Bachelor of Commerce graduate from the University of Ottawa, Kelly has over 20 years’ experience in financial services. Kelly is diligent in staying focused on team goals and objectives. Her main responsibilities include managing client relationships, providing investment advice and lending ongoing wealth management solutions to clients. Kelly is recognized for her attention to detail and genuine interest in client relationships.
In her free time, Kelly spends time with her husband Trevor and their two boys Will & Ryan, who are both active in a variety of sports. Kelly enjoys being an active participant in CrossFit and hot yoga. She is also a volunteer at the Ottawa Humane Society, fostering animals who are not yet ready for adoption.
As a seasoned financial planner, Eliane D'Amours has spent the past 23 years supporting clients through the different phases of their life from growing and managing their wealth to transferring and liquidating that wealth in their later years. She follows the seven pillars of financial planning – financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning, and the legal aspects of wealth. She joins her new partners at Cestnik Milne Wealth Management. Together, they offer more than seventy years of industry experience.
Eliane earned a Bachelor’s degree in Commerce and Administration – with a concentration in Finance and a Minor in Sociology from Concordia University in 1999. In addition to her degree, she has the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM®) designations, along with the Pl. fin. designation from the Institut québécois de planification financière.
Eliane works with entrepreneurs, lawyers, business people, executives and retirees. She enjoys creating enduring relationships with her clients and partners by instilling a work ethic of attentive and personalized service.
Sasha is a recent graduate of Trent University, obtaining an Honours BBA with a specialization in Finance and Marketing. She has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). Sasha is excited to continue her education and licensing in this field to expand her abilities to contribute and service our clients.
Her main responsibilities are maintaining strong client relationships, from opening accounts, handling documentation, as well as completing service and administrative requests, she works alongside clients while supporting Kelly and Frank with their daily tasks and requirements.
When Sasha is not working, she loves spending time with family and friends. Whether it is outside enjoying the sunshine, playing ringette on an ice rink, or talking over the dinner table, Sasha is often around those she cares for most. She is looking forward to travelling more and experiencing as many cultures as possible in this ever changing world of ours.