Michael Vumbaca, CPA, CFP
3581A Dundas Street
Toronto, ON M6S 2S8
Bus: 416-233-9282 Ext. 22
Competing financial goals, changing life circumstances, and market fluctuations can make the process of developing a financial future intimidating. For over 25 years provided investment Management, Financial Advising, Taxation and Accountancy services to private clients. It is my goal to help you and families achieve peace of mind to build wealth and accomplish financial security.
Chief Executive Officer
1494 Islington Avenue
Etobicoke, ON M9A 3L5
Bus: 416-233-4108 Ext. 229
It is my goal to provide you with complete independent financial planning services and products to help you achieve your financial objectives with peace of mind. I will give you the best possible advice based on thorough knowledge of your tax situation, financial goals and requirements.
Stephen E. Cooper BA, LLB
7 Roncesvalles Ave Suite 701
In an investing climate that continues to grow increasingly complex, I aim to provide straightforward advice on how to maximize investments while minimizing risk. My background includes fifteen years as a lawyer advising clients on a wide range of financial matters.
Sam Durante B.COM, CGA
65 Babak Boulevard
Woodbridge, ON L4L 9A5
It is my goal to provide you with the utmost service and at the same time guide you in achieving the desired accumulation of wealth to allow you to meet your financial needs. I have spent twenty five years in the accounting, tax and investing profession by serving businesses and individuals meet their desired goals.
Robert J. Malvern, M.Eng., P.Eng., CFP
2855 Bloor St. West, Suite 413
Toronto ON M8X 3A1
Bob provides “Financial Strategies for Lifestyle Security” by working closely with clients to develop personalized Comprehensive Financial Plans tailored to meet their needs and wants through the various stages of their family’s life cycle. With a focus on Goal setting and managing Risk, analysis includes; savings, investment and wealth accumulation options, life and health insurance risk, education needs, estate planning strategies, and efficient tax planning. He is currently specializing in Social Responsible Investing drawing heavily on his experience in environmental impact assessments. His professional approach is supported by his credentials as a Certified Financial Planner, Professional Engineer with a Master of Engineering degree.
Brian R. Machan, CFP®, RRC®
Toll Free: 1-833-RBI-MGMT (724-6468)
Brian helps clients with creating personalized investment plans to achieve their financial goals while also assisting them in minimizing their tax burden.
Brian holds the CERTIFIED FINANCIAL PLANNER® designation and has over 15 years experience serving clients and their families. Prior to private practice, Brian worked in personal banking for TD Canada Trust and RBC Royal Bank. He graduated with honours from DeVry University Phoenix in 1998 with a Bachelor of Science in Business Operations.
He believes knowledge is strength and donates his time to Junior Achievement of Canada teaching financial literacy to young people through the Economics for Success program. Brian volunteers as a Colony Scouter and organizes community events in Burlington where he resides with his family. He enjoys playing softball and umpiring baseball during the summer months.
Jennifer Pluimers, BA
Jennifer is dedicated to helping individuals and their families achieve their life goals by identifying what is most important to them, and then creating a navigable roadmap to get them to their ultimate destination. Jennifer is a licensed mutual fund sales advisor and is working towards achieving the Certified Financial Planner designation. She is currently working closely with Candor’s Advisors, and is continually increasing her knowledge of available products and services in order to serve clients and their unique needs.