Jason Campbell

Partner

Jason graduated from the University of Windsor in 1994 with a double major, Honours Business Administration and Economics. He started in the financial planning industry in 1993 and obtained his Certified Financial Planner (CFP) designation in November 2000. Licensed in both mutual funds and life insurance, Jason takes pride in offering unbiased retirement, financial, and estate planning advice. He’ll curate products and services that will assist you to achieve short term income and long-term growth without undue risk.

Paolo Battisti

Partner

Paolo graduated from the University of Windsor in 2019 with a degree in Bachelor of Commerce, Honours Business Administration. Paolo is licensed in both mutual funds and life insurance, offering necessary products to help you not only build your wealth but also protect it. Everyone’s situation is different, and Paolo is committed to building relationships with his clients, by developing a personalized plan to achieve their short-term and long-term financial goals.

Kat Komsa

Partner

Kat has a comprehensive background in personal finance, specializing in mutual funds, insurance, and mortgage solutions. Kat attended the University of Windsor and made the decision to pursue hands-on experience and specialized certifications, which has shaped a career grounded in real-world knowledge and problem-solving.

Kat brings with her 12 years of banking experience where she was primarily in the role of Manager of Sales and Service for a prominent financial institution in Windsor-Essex County. Kat obtained her licenses in both mutual funds and life insurance in 2022 and has completed her certification with the Real Estate and Mortgage Institute of Canada Inc. and is a licensed Mortgage Agent through Dominion Lending Centers Advantage Mortgages.

By focusing on understanding individual financial goals and offering personalized solutions, Kat aims to build long-term relationships based on trust, transparency, and a commitment to client success.