Find a CEA

I have been in the financial industry with Edward Jones for over a decade. As a financial advisor, I believe it is important to invest my time to understand what you are working towards before we even touch on investments. No two people are the same - so your financial goals and investment strategies should be as individual as you are.

My approach with my clients is simple and straightforward. We start with the basics of understanding you: what brings you in to see me, your unique story and life purpose, your family and attitude surrounding finances. By asking these questions, I can understand you and get a more complete picture of your life and where you want to go.

Once we have a plan in place for where you want to go, we can determine how you can get there by selecting the right investment products for you, creating personalized savings strategies, setting up insurance protection, working through estate considerations, transitioning wealth, etc. We then monitor your progress - making sure you stay on track for achieving your goals, determine if adjustments need to be made, and celebrate when your goals have been achieved.

I find that it is equally important that you get to know me, so I always ask what questions you have, and am open and honest about myself as an individual. I was born and raised in Saskatoon. My mother was a secretary in the Catholic School System, my father was a postal worker and a farmer in the Hafford (now Hanley) area. I am a mother to a five-year-old boy named Caleb who keeps me on my toes. I have six nieces, three sisters, and two big german-shepherd crosses who keep me busy throughout the year. I enjoy running along the river trails, gardening and spending time with my friends and family.

I love being part of people’s lives and having the opportunity to make a positive impact on their well-being. To me, this career is a lifestyle; my favorite part being that I can work with wonderful people as a financial guide and teacher - coaching you through life's transitions, challenges and milestones.

If my process resonates with you, call the office to speak with either Jackie or Susan to schedule an introduction over a cup coffee.

I look forward to partnering with you on your life's journey.

Kayla Michalenko
306-242-6625
kayla.michalenko@edwardjones.com

Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance,  Estate Planning, Large Case Consulting and Advisor training and development. 2022 marks her 40th year in the life insurance industry!

She is currently Manager Tax Retirement & Estate Planning with Empire Life

Designations CLU, RHU, CEA

As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.  

I service High Net Worth clients and business owners, managing their holistic financial plan.  

I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs. 

I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.

Account Executive for Empire Life 

Joseph is a member of the Toronto Downtown management team of professionals who specializes in retirement planning, insurance planning, tax reduction & wealth management services. Joseph takes pride in building lasting client relationships through sound planning advice, specifically to families of working professionals, small business entrepreneurs, & medical specialists.

Joseph’s comprehensive wealth management approach focuses on educating clients to establish the necessary financial habits to achieve their goals. He then creates a uniquely tailored financial plan to execute those goals which are predicated on sound advice & discipline, leaving nothing to chance. In a business built on trust, Joseph places a premium on exceptional client servicing & relationship building.

Joseph is an advocate of continuing education and holds some of the industry's most prominent financial certifications, including the CERTIFIED FINANCIAL PLANNER & Registered Retirement Consultant designations. Through the course of his career, Joseph has lectured to hundreds of Advisors across the province and continuously hosts financial education seminars to guests across the GTA.

My estate planning business specializes in helping clients create personalized plans to protect their wealth, ensure tax efficient wealth transfer and provide security for future generations. With a focus on charitable giving, asset structuring and strategies tailored to Canadian estate laws, I guide individuals, families and business owners through the complexities of estate planning with clarity and care.

Serving York region and surrounding areas.

www.strategiclegacy.ca