Better Ideas,
Better Advice
Customized Wealth Management - Results You Can Count On
Jamie Suprun
Suprun Wealth Management
2019 - TOP 50 Advisors - Wealth Professional Magazine
Jamie Suprun
Suprun Wealth Management
2019 - Finalist - Canadian Advisor of the Year
Jamie Suprun
Suprun Wealth Management
2018 - TOP 50 Advisors - Wealth Professional Magazine
2018 Finalist - Ninepoint Partners, Best Advisor Award
Jamie Suprun
Suprun Wealth Management
Awards
About Us
Suprun Wealth Management is an experienced and independent group of Investment Advisors. Our established, disciplined investment philosophy is customized to meet the individual investment objectives of Canadians, for whom the team delivers a high level of service, with the utmost integrity, in a trustworthy and confidential manner.
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The reputation of the Suprun Wealth Management team, earned over many years, has given it access to key people and resources that help it meet client needs. The team’s strong relationships within the financial community and the business community at large, coupled with its other research techniques; provide clients with a superior investment experience. Our established relationship with accountants, lawyers, insurance and mortgage professionals ensure our clients have access to advice on all matters relating to their Financial, Estate, Tax and Investment Plans.
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Based in Simcoe Ontario, Suprun Wealth Management manages money for affluent clients who are looking for a full range of advice and product offerings.
Services
Expertise. Intuition. Ingenuity.
It is of the utmost importance that you, as an investor, have a solid plan to turn your dreams into reality. Suprun Wealth Management can help you do exactly that by providing a complete set of wealth creation and wealth management tools.
Each investor has different needs and a unique situation, which is why we focus our efforts entirely on ensuring that the best and most appropriate wealth management techniques are being applied for each of our clients at all times. As a full-service independent wealth management team, we can offer solutions that are available to Canadians for their financial plan.
Wealth Management
Our most important job as Investment Advisors is to listen to you - to understand your needs and your dreams for the future. We will take the time to uncover and understand your specific investment goals and the time frames needed to achieve them. Your investment return expectations and tolerance for risk is very important to us. As time passes and your situation changes, we will work with you to ensure that your investment strategy remains up to date, as both your risk tolerance and your expected rate of return may change over the years.
Risk Management
The risk management process is as important in determining long-term portfolio performance as is the ability to select appropriate financial solutions. Asset mix rebalancing, stop-loss management techniques and your unique investment plan are all tools used to address the issues of risk and how to effectively and proactively manage its effects on your portfolio. Research from the top minds in the country is analyzed to determine which investments are appropriate for you. Money managers are interviewed quarterly to determine if they are doing their job and managing within their stated mandate.
Tax Minimization
As your wealth grows, an important determinant of how much of your gains you will be able to keep has to do with your tax strategy. Our experience can help you minimize the tax you are forced to pay and ensure that your portfolio growth is hindered the least amount possible. We will work with your accountant and legal expert to find the best ways to mitigate taxes for your individual circumstances.
Estate Planning and Insurance
Estate planning is a key part of the foundation of strategic wealth accumulation. When the time comes to leave your wealth to others, we can help you prepare by ensuring that your wealth is distributed in a manner that properly reflects your wishes regarding division of assets.
Our Team
Our team has over 50 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.
Jamie Suprun, Hon B.Comm,
Senior Investment Advisor
Executive Director - Private Client Group
2018 - TOP 50 Advisor - Wealth Professional Magazine
2018 Finalist - Ninepoint Partners, Best Advisor Award
2019 - TOP 50 Advisor - Wealth Professional Magazine
In 2018 and 2019, Jamie was selected as a Top 50 Advisor by Wealth Professional Magazine and was
a Finalist for the Ninepoint Partners "Best Advisor Award" (Alternative Investments).
Jamie is responsible for day-to-day investment management and reviews with clients, 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.
Anthony Suprun, P.Eng, MPA
Senior Investment Advisor
Executive Director - Private Client Group
Tony has been in the financial services industry for three 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 reputation, earned over many years, has given him access to key people and resources that help each and every client meet their financial goals, including, pension/severance/early retirement.
Corinne Puddy
Office Manager
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
Administrative Assistant
Rebecca is an integral member of the team. Rebecca contributes to our efforts through handling many specialized marketing efforts, seminars, and client appreciation events. Behind the scenes, she is working to ensure client experience is perfected and new clients feel welcomed. Furthermore, she is the planner of many of the educational sessions that the team conducts. In addition, she will often complement administrative duties when called upon. She is in charge of all advertising and promotional material in the office.
Cathy Suprun, Hon B.A.
Administrative Assistant
Cathy runs administrative tasks as well as marketing efforts. She ensures that any specialized marketing events are properly organized as well as any market campaigns. Cathy has been working along side the team for 20+ years and continues to be involved in decision making in the overall mix of the day.
Cathy also effectively participates behind the scenes ensuring that any new administrative issues are taken care of in a timely manner.
Leisha Erdelac CLU, CHS
Business Development Manager - Hollis Insurance Inc
Leisha is our insurance specialist. She is an invaluable asset to our team and ensures that our clients are getting the most efficient and effective insurance products available.
Process
Comprehensive Personalized Wealth Management
Our most important job as Investment Asvisors is to listen to you - to understand your needs and your dreams for the future. We will take the time to uncover and understand your specific investment goals and the time frames needed to achieve them. Your investment return expectations and tolerance for risk is very important to us. As time passes and your situation changes, we will work with you to ensure that your investment strategy remains up to date, as both your risk tolerance and your expected rate of return may change over the years.
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Critical to the success of this step is the completion of our initial interview. This interview allows us to uncover and understand your needs. Upon its completion, our entire team will be fully aware of what is important to you. At the same time, you will have a very clear understanding of where you are now and where you want to be in the future.
Contact Us
Suprun Wealth Management
HollisWealth, a division of Industrial Alliance Securities Inc.
49 Robinson St, Simcoe ON, N3Y 1W5
(519) 428-7525
