Wynn’s focus is organizing wealthy families’ lives and determining what is important to them. She has 20 years of experience in the investment industry, a solid background in trusts and estates, exceptional interpersonal skills and a detail-conscious approach that helps her clearly understand our affluent families’ issues and goals. Wynn specializes in guiding families in the transfer of their wealth intergenerationally. Wynn co-ordinates our team’s professionals. She holds her Bachelor of Business Administration (BBA) from Wilfrid Laurier University and her Canadian Investment Manager (CIM) and Certified Professional Consultant on Aging (CPCA) designations as well as her Level II insurance license.
Michelle joined the team in 2020. Her role is constantly evolving. Working closely with Wynn, she leads the team’s business development strategy and coordinates marketing and appreciation initiatives. Michelle provides due diligence on investments and maintains close relationships with our core investment management teams. Being organized by nature, Michelle researches and implements new technologies to increase process efficiency and automation and to optimize and streamline day-to-day activities so we can focus on our clients and their families.
With over 20 years of experience in the investment industry in Investment Advisor/Associate roles, she is an IIROC licensed Registered Representative and a holder of the Chartered Investment Manager (CIM) designation.
Mike is responsible for preparing annual performance reviews, investment proposals and execution of investment strategies. Mike’s project management skills are exemplified during tax time when he prepares personalized tax folders to assist clients in staying organized with essential tax filing information. He coordinates with client accountants to ensure all necessary information is captured, answers year-end tax inquires and investigates and resolves accounting issues. Mike sets up and maintains client online account services.
Chief Market Strategist, Purpose Investments
Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN.
Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.
Chris’ law practice of over 20 years encompasses estate, trust and tax planning and related administration and litigation. He acts as an independent mediator for wealthy families on estate disputes. Chris is often requested to act either alone or with a clients' family members as attorney for property, estate trustee under wills, or as trustee under family trusts. Chris assists business owners with succession planning strategies and implementation, estate freezing, corporate reorganizations, corporate counsel (including partnership and shareholder agreements), advising on domestic and international tax issues and compliance matters, assistance with the Canada Revenue Agency, technical interpretation requests under the Income Tax Act (Canada), advance income tax ruling applications, and dispute mediation.