About

Our Business

Suprun Wealth Management earns the trust of its clients every day by providing customized investment solutions for individuals who expect personalized service in a relationship that is built on trust and conviction.

Our team strives to develop a thorough financial plan, custom tailored to meet the needs of each individual client. By working closely with existing legal and accounting teams, we are able to gain a complete picture of our clients’ financial position.

Our Approach

Our simple, straightforward and comprehensive ways to investing will help ease your concerns, challenges and frustrations. We pride ourselves on consistency and precision in handling your investment portfolio. Our goal is to ensure a lifelong wealth management relationship with you and your family.

Services Offered

  • RRSPs, RESPs and TFSAs
  • Financial and Investment Planning
  • Estate Planning and Life Insurance*
  • Early Retirement/Commuted Pensions
  • Equities, Bonds, GICs, Mutual Funds
  • Severance Consultation
  • Structured Settlements
  • Mortgages provided by referral 
  • Managed Investment Programs
  • Education Planning

Our Team

Our team has over 30 years of experience and is committed to taking care of our clients' financial needs.

Over the years, we have become profoundly involved in the community, sitting on numerous boards and being the premier sponsors of many community organizations, including the Norfolk General Hospital Foundation, Alzheimer's Society, Norfolk Literacy Council, United Way, NACL, Rotary Club, South Coast Special Needs, Camp Trillium, Big Brothers and Big Sisters.

Anthony Suprun, P. Eng, MPA

Senior Investment Advisor
Executive Director - Private Client Group

519.428.7525
519.428.1198
800.301.9379

Tony has been in the financial services industry for two decades and is a Senior Investment Advisor. Tony attained his Professional Engineering degree from Queen's University and attained his Master's in Public Administration while serving in an executive capacity for the Region of Halidmand-Norfolk. He also maintains his Professional Engineer status with APEO. Tony's reputations, earned over many years, have given him access to key people and resources that help each and every client meet their financial goals, including, pension/severance/early retirement.

Jamie Suprun, Hon B. Comm

Senior Investment Advisor
Executive Director - Private Client Group

519.428.7525
519.428.1198
800.301.9379

Jamie began his career in the investment industry in 1999. A graduate of the University of Guelph, with an Honours Bachelor of Commerce degree in Industry and Finance, he has achieved several industry designations to provide clients with the best quality advice and care. He is also an insurance representative, which allows the use of insurance for tax sheltering and estate planning*. Furthermore, Jamie is responsible for day-to-day investment management and reviews with clients and, along with Tony, he designs and implements complete financial and investment plans for clients of all types. Jamie has completed rigorous education requirements to enable him to provide clients with a complete package of wealth management solutions. Jamie's dedication to continually improve his technical knowledge gives him the skills and expertise to help clients achieve their goals with innovative wealth management strategies.

Kristopher Lee, CIM®

Associate Advisor

519.428.7525
519.428.1198
800.301.9379

Kristopher is fully securities licensed and earned his Certified Investment Manager's designation from the Canadian Securities Institute in 2011. Additionally, he has completed the PFP course from the Canadian Securities Institute. He is focusing on behind-the-scenes communications for Suprun Wealth Management, as well as portfolio analytics. Kristopher is an integral part of the team and is dedicated to earning the trust of each and every client. His primary responsibilities include providing professional service to assist our clients in achieving their long and short-term goals.

Corinne Puddy

Branch Adiministrator

Corinne has proven to be an invaluable member of the team since 2000. She is a key element to the growth and development of the team’s business. She is likely your first contact person, and it is her responsibility to ensure your needs are addressed or directed to the team member who is best suited to address your request. Corinne also takes care of cheque requests, setting up banking, opening accounts and transferring assets, name and address changes, account inquiries regarding balances, transactions, statements and history, WealthTracker™and modifications, RRSP contributions, RIF payments, and transfers between accounts.

Rebecca Suprun, Hon B.Comm

Assistant

Both Rebecca and Cathy are integral members of the team.  Rebecca and Cathy contribute to our effors through handling many specialized marketing efforts, seminars, and client appreciation events.  Furthermore, they are the planners of many of the educational sessions that the team conducts. In addition, they will often complement administrative duties when called upon.

Cathy Suprun, Hon B.A.

Assistant

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. (tm)Trademark of The Bank of Nova Scotia, used under license.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth, its subsidiaries, or its affiliates, including, but not limited to, Scotia Capital In., HollisWealth Advisory Services Inc., HollisWealth Insurance Agency Ltd. and HollisWealth Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

Suprun Wealth Management is a personal trade name of Jamie and Anthony Suprun.

                            

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