Meet Our Team
Behind every relationship is a team committed to care, clarity, and long-term thinking. We work closely together to support clients through planning, investment decisions, and day to day needs, with a shared focus on trust, consistency, and thoughtful advice.
Trevor Delaire
Senior Investment Advisor
Trevor has spent his career helping families use their wealth in service of a good life. He earned a BA in Financial and Economic Studies from Western University and, from a young age, was exposed to financial professionals who introduced him to investing, long term relationships, and thoughtful advice.
As team leader and one of the team's primary relationship managers, Trevor oversees all aspects of the client experience, including portfolio construction, investment research, and comprehensive wealth, retirement, tax, and estate planning strategies. He also develops the content that guides client conversations and mentors the team with care and intention.
Trevor finds the greatest reward in seeing clients gain confidence and clarity. He is known for his compassionate approach and commitment to excellence. Outside of work, he enjoys time with family, fitness, outdoor activities, and learning. Community involvement is central to his life, including long standing support of pediatric oncology initiatives and the Children’s Health Foundation. Trevor hopes clients feel his complete dedication and long-term commitment.
Spyros Giannakopoulos
Associate Investment Advisor
Spyros grew up in a family of entrepreneurs, which sparked an early interest in business, finance, long term decision making, and the importance of high-level client service. He studied Financial Planning at Fanshawe College and has spent more than thirteen years with TD, gaining experience across banking, lending, leadership, and operations.
As a relationship manager, Spyros understands how the different parts of a client’s financial life connect. His background allows him to anticipate needs, simplify processes, and support a proactive service experience. His calm presence, thoughtful approach, and ability to listen carefully guide his client interactions.
Spyros finds the most reward in helping clients move closer to their financial goals. Outside the office, family comes first. He enjoys time with his wife and son, discovering new restaurants, traveling, and staying connected to his local Greek Orthodox church. He hopes clients feel trust, clarity, and financial confidence built through consistent habits over time.
Kate Delaire
Administrative Associate
Kate brings warmth, professionalism, and a people first approach to the team. She earned her B.A. (Hons.) from Western University and began her career in insurance before moving into pharmaceuticals, experiences that strengthened her communication skills and commitment to client service.
Within the team, Kate is the primary point of contact for client communication. She manages outreach, scheduling, meeting preparation, and events, helping create a seamless and thoughtful experience. Her favorite part of her role is connecting personally with clients and building long term relationships.
Outside of work, Kate is passionate about health and movement and is a certified STOTT Pilates instructor. She and Trevor remain actively involved with the Children’s Health Foundation. Kate believes that when clients feel cared for, everything else follows naturally.
Jen Bowers, PFP®, FMA
Client Service Associate
Jen is known for her strong work ethic, steady presence, and commitment to client care. After studying Environmental Technology at Fanshawe College, she began her career in retail banking before transitioning into wealth management.
On the team, Jen supports client requests and daily operations, ensuring communication flows smoothly and details are handled accurately. She is organized, responsive, and dependable, and finds the most reward in helping clients and making their financial lives easier.
Jen brings a disciplined, hands-on approach rooted in reliability and follow through. Outside the office, she enjoys an active lifestyle and is mindful of environmental responsibility. She hopes clients and colleagues feel confident in her consistency, effort, and care.
Ryan J Zhang, CFP®, PFP®, CIM®
Administrative Associate
Ryan brings energy, curiosity, and a strong analytical mindset to the team. He earned his MBA from Queen’s University and began his career in financial services, where he discovered the impact thoughtful advice can have over time.
As an Administrative Associate, Ryan supports the advisory team with operational and administrative work that keeps the client experience running smoothly. He holds the CFP®, PFP®, and CIM® designations and is working toward his CFA charter.
Ryan finds the greatest reward in the analytical side of the work, diving into data and refining portfolio details. His attention to detail and commitment to understanding the fine print assist him in reviewing client documentation. Outside the office, he enjoys cooking and spending time at his local church.