Meet the Partners
Your Wealth Solutions Team has collective, extensive hands-on experience totaling more than 60 years in Risk Management, Asset Preservation and Wealth Creation with over 300 households.
Maher Taleb, Partner
Maher is a Registered Retirement Consultant and Wealth Management Advisor with more than 22 years of experience in the Financial Industry with emphasis on Risk Management, Asset Management and Employee Benefits Programs acquired by working internationally with leading Financial Global Institutions. My approach to portfolio construction and investment allocation is known as GARP: Growth At Reasonable Price. My objective is achieving growth while preserving the client's capital.
Backed by a degree in Economics, Maher is well positioned to understand clients’ needs and provide personalized solutions for professionals, business owners and High Net Worth Clients. Maher has used this knowledge and practical experience to service Canadian clients locally as well as globally (as per CRA guidelines).
Alex Rocha, Partner
Alex is a Certified Financial Planner with more than 25 years of experience in the financial industry: 5 years at a major Mutual Fund Company and 20 years of experience as an independent Financial Advisor specializing in wealth management.
Alex has extensive experience in Mortgages, debt management, tax planning and preparation. His singular approach helps clients to effectively implement Comprehensive Financial Plans.
Judy Camejo, Partner
Judy is a Registered Retirement Consultant with over 10 years of experience in the Financial Industry. She brings a wealth of insight as an internationally trained Economist working on budget and socioeconomic policy at the national level for foreign government.
She is a strategic partner to her clients, advising business owners and professionals on their retirement, risk management and investment plans and tax planning and preparation. Judy is detail-oriented and has a proven track record of creating realistic and sustainable financial plans.
Peter Wong, Partner
Peter is a Registered Retirement Consultant and has extensive experience and knowledge in the areas of Retirement and Estate Planning. He combines this with a 10-year career in Management Consulting which has been invaluable for his corporate and business clients.
A successful career as a Professional Engineer combined with an MBA provides him with an analytical approach that has enhanced the value he brings to the team and his clients..