Over 100 years of collective experience taking care of our clients' financial needs.
Our team has collectively over 100 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. These include the Norfolk General Hospital Foundation, Alzheimer’s Society, Norfolk Literacy Council, United Way, NACL, Rotary Club, South Coast Special Needs, Camp Trillium, MS Society, Big Brothers and Big Sisters.
Senior Wealth Advisor
Jamie Suprun, Hon B.Comm
Jamie co-founded Suprun Wealth Management, along with his father Tony. Jamie is responsible for day-to-day investment management and reviews with clients. He designs and implements complete wealth management 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 knowledge to help clients achieve their goals with innovative wealth management strategies.
Jamie has been recognized as a Top Advisor over the past several years and continually strives to help his clients.
Senior Wealth Advisor
Anthony Suprun, P.Eng, MPA
Tony has been in the financial services industry for three decades and is a Senior Investment Advisor. He is the founder of Suprun Wealth Management and is still involved in the business.
He started in the business in 1994, and has helped grow it into what it is today. 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 Haldimand-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. These include pension/severance/early retirement.
Jill 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.
Jill 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, RRSP contributions, RIF payments, and transfers between accounts
Drew came to Suprun Wealth Management holding different positions at the “Big Banks”. Since coming to SWM, we have spent the time in “retraining” him in the high-quality service our clients have come to expect in dealing with our office.
Drew has become an integral part of the office, and generally deals with order processing, online account set up, and general administration duties.
Controller and Operations Manager
Rebecca Suprun, Hon B. Comm
Rebecca is an integral member of the team. Rebecca contributes to our efforts through handling many 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 oversees all advertising and promotional material in the office. Rebecca has been working with us for over 15 years.