Meet Your Trusted Wealth Management Team

For over 30 years, Kathleen has been helping families and business professionals achieve their retirement goals. She began her career in the investment industry in the early 1980’s after earning her degree in Business Administration from the Richard Ivey School of Business.

Early in her career, Kathleen learned the importance of developing long-lasting and trusted client relationships, and this has continued to be a cornerstone in her practice. As a Portfolio Manager with an expertise in retirement planning, Kathleen provides tax-efficient wealth planning and fundamental wealth management solutions with a focus on alternative investments.

In 2016, Kathleen published the revised version of her book, “If I Retire, How Will I Know When It’s the Weekend”. She distills her experiences as a portfolio manager and wealth advisor into a holistic guide to retirement. Through thoughtful commentary and entertaining real-life stories, Kathleen helps answer the age old question – “Will I have enough to retire?”.

Outside of the office, Kathleen is actively involved with many charities and is a board member on the Children’s Aid Foundation; a leading charity dedicated to improving the lives of youth in the child welfare system. During her spare time, she can be found outdoors at the cottage and going on hiking excursions.

An alumni of Trinity College School (1987) and graduate of McGill University, BA (Economics) in 1991, Michael began in the investment industry in 1994 as an Investment Advisor at a bank owned investment brokerage. Michael’s experience in the accounting industry and as an accountant in corporate finance at a large US based mutual fund company has been valuable in helping educate clients and manage their investments.

Michael is an active member of the Whitevale Golf Club and the GTA Am Golf tour. A long time resident of Durham Region, he and his wife Linda keep busy with their beautiful daughters, Madeline and Annika.

Jorge joined our team in July 2007. As a graduate from Toronto Metropolitan University (formerly Ryerson University) with a degree in Aerospace Engineering, Jorge brings a process oriented methodology to problem solving, analytical thinking and a friendly demeanor.

Most recently, Jorge earned the Chartered Investment Manager (CIM®) designation.

Backed by a deeper understanding of advanced money management strategies, a strict code of ethics and fiduciary responsibility, this designation empowers Jorge to make discretionary investment decisions on behalf of his clients further underscoring his commitment to providing them with exceptional value and expert knowledge.

In 2025, Jorge will become a Certified Financial Planner. This designation will allow Jorge to tackle more complex financial planning issues so his clients can enjoy the future they've always wanted, and more.

When he's not staring at his computer screen Jorge enjoys long bike rides with his two Westies, Penny and Betty White, traveling the world with his partner, Michael of 10+ years, screaming at the top of his lungs while riding roller coasters or putting his chemistry background to use by baking bread, pizzas or french pastries.

If you'd like to know more about his travels, dogs or what his favorite roller coaster is click the links below. 

Corey joined The Wronski Cann Group in June 2019. He attended Utah Valley University on a golf scholarship and graduated in 2016 with his degree in International Business Management and a minor in Finance.

Corey assists our team with day to day tasks and helps in providing our clients with a first-class customer experience.

Away from the office Corey enjoys spending time with family and friends, while also staying active by playing a variety of sports.

Jasbleidy joined the Wronski Cann Group in September 2023. She is a versatile professional with a strong academic background, holding a degree in Business Administration from Universidad Nacional de Colombia and a diploma in Financial Services from Humber College in Toronto. 

Within the team, Jasbleidy focuses on delivering personalized service and building lasting relationships with clients. Her organizational skills are essential in ensuring our team to operate seamlessly. 

Outside the office, Jasbleidy finds joy in the company of her husband Andres and their two cherished cats, Orion and Lulu. Whether embarking on outdoor adventures, hitting the dance floor, or simply savoring moments of tranquility in nature, her sense of exploration keeps her active and living life to the fullest.