Meet the Team

 

"A successful team is a group of many hands but of one mind"

 

Ray Kalvaitis, B.Com(Hons), MBA, FLMI, CFP®

Financial Planner

Qualifications: Ray’s qualifications come from a wealth of financial industry experience and formal education. Ray is a graduate of Queen’s University’s Bachelor of Commerce B.Com (Hons) program, and ...
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Leah Brouwers, B.A Econ, CFP®

Financial Planner

Qualifications: Leah is a graduate of McMaster University’s Bachelor of Arts Economics program. She has earned the Certified Financial Planner designation and has 11 years of industry experience. Leah...
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Janet Fournier, RDA

Office Manager, TCE Coordinator

Qualifications: Janet Fournier has successfully achieved the Registered Deposit Agent designation through the Registered Deposit Brokers Association. During her 23 years’ experience in the financial s...
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Judy Cumberbatch

Office Manager

Qualifications: Originally coming from a banking background, Judy Cumberbatch ventured into the investment industry in 1989 meeting investment and insurance needs for her clients. Judy joined our team...
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Kathy Hillgartner

Administrative Assistant

Qualifications: Kathy has been working with our clients for 9 years. She provides excellent customer service and focuses on building long term relationships with clients in our Stoney Creek branch. Sh...
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Grace Seecharan, RDA

Administrative Assistant

Qualifications: Grace Seecharan brings a wealth of Financial Services experience to her position as Administrative Assistant in the Burlington Office. In her 30 years of experience, Grace has held pos...
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Supporting the communities within which we work

 

 

 

 

At Oakstone Wealth, we consider it a blessing to bless others. Each year we allocate 10% of our profits to local charities in the Golden Horseshoe. In addition to our annual donation, our team enjoys helping our local community through various seasonal drives.

 

 

 

We proudly support the breakfast program at Living Rock Youth Resources in downtown Hamilton and this past year donated  50 packed purses during our Christmas 'Pack-a-Purse drive for teenage girls.' 

 

 

Every year Oakstone Wealth participates in family Christmas sponsorship. We look after personalized gifts, grocery cards, and plenty of wrapping supplies to assigned families through St.Matthews House. Each team member shops and does not leave a nickel unspent to ensure these families have a special holiday season. We hope to continually expand our help and support to our local community each year.