Joel fell in love with the investment industry while working for a summer with his father, who was an advisor for a bank-owned firm. After earning a Bachelor of Business Administration in Finance at Bishop’s University in 1994, he began his career at TD Evergreen, where he witnessed a severe market crash that shaped his conservative approach to investing. He worked for seven years and then moved to Hampton Securities for another seven years, developing a loyal clientele of investors and a specialty in helping people to generate a steady income in retirement. In 2011, his fifteenth year in the investment industry, Joel made the move to Macquarie Private Wealth, which was acquired by Richardson Wealth (formerly Richardson GMP) in 2013. After working closely with his friend and mentor, Lloyd Leonard, for some time, Joel teamed up with Lloyd in 2014 to create Kruzich Leonard Wealth Management. Joel is also an Assistant Coach of his son’s Leaside Flames hockey team. He enjoys spending time with his wife, son and daughter, especially being outdoors at his family cottage in the Kawarthas.
With amazing enthusiasm, people skills and a proactive attitude, Danielle is an essential component of our team, who enables us to do a better job for our clients. She executes trades, advises clients on everything from account documentation to funding children’s education, and oversees the administrative side of our business. If you have an inquiry about completing forms, transfers, deposits, or account maintenance, Danielle will provide expert assistance in a friendly and approachable way. Prior to joining our team, Danielle worked in our back office on the mutual funds, registered plans and transfers team. This experience has given her a well-rounded understanding of the business and helps her to advise clients quickly and effectively. Danielle holds her Journalism diploma from Humber College and has completed the Canadian Securities Courses (CSC) and Wealth Management Essentials (WME). She is dedicated to building her knowledge base by continuing her professional studies and furthering her career in the wealth management business. Danielle is actively involved with several charities, especially events raising money for the Canadian Cancer Society, a charity close to her heart.
Jordan holds a Bachelor of Commerce degree with a major in Finance from Dalhousie University, graduating in the summer of 2019. He quickly completed his Canadian Securities Course (CSC) and Conducts and Practices Handbook course (CPH) and is working towards obtaining his Chartered Investment Manager (CIM) designation. In addition to educating himself on the financial services industry, Jordan has also earned a certificate for Data Analytics from the University of Toronto.
Jordan began his career with our team in March 2020, at the onset of the COVID-19 health crisis and is committed and focused to advancing his career in wealth management. With his commitment to continued education, challenging the status quo and the analytical skills he possesses, Jordan provides critical support to our team enabling us to provide the high level of service that our clients deserve.
In his spare time Jordan enjoys golfing, reading biographies, cycling, playing paintball and spending time with his family.