Shawn Todd CFPPartner / CEO – Chief Executive Officer
Certified Financial Planner
Shawn Todd CFPPartner / CEO – Chief Executive Officer
Shawn is passionate about planning and helping his clients achieve success. He’s big into his family, and has a commitment to his craft. A CFP with a deep interest in portfolio theory, and financial planning strategies -his greatest strength is as a creative problem solver. He loves to meet with his clients and have them discuss their story, build intelligent concepts, and truly enjoys sharing his ideas. As such, his values and philosophies have been published by The Globe and Mail, Toronto Star, and on CTV Morning News. Shawn really enjoys travelling, and finding interesting adventures with his spouse Michele, and their three children. Shawn is extremely community minded, and enjoys helping a variety of charitable organizations.
Corey ButlerPartner / CIO - Chief Investment Officer
For the past 20 years, Corey has developed a reputation as a trusted Wealth Advisor. With a diverse background, and a focus on relationships and goals; he can understand and capture what is important for you. As a partner of the firm, he takes great pride in offering a family office experience. Growing up in a large family, he knows how important family is and what is involved to deliver a client experience that feels like family. At his core, he is a father, stepdad, husband, son, and brother. Corey strives to lower his handicap and enjoy time outdoors, is an avid gardener, an intermediate foodie, and a honey-do list holder. He supports you through some of your most significant decisions in life: Retirement and Wealth Planning, Inheritance, Legacy Planning, Business Succession, and Strategic Philanthropy.
Michael Lutes CFP, CLUCOO - Chief Operating Officer
When you first meet Michael, you know that he is here to help you. Not only is he level-headed and a great listener, he can also solve a Rubik’s cube in only a few minutes. Michael has the compassion & experience to understand complex financial and life situations. When he’s not wearing his financial planning hat, you might find him in Beacon Hill strolling the neighborhood with his wife and children or marvelling at the night sky trying to spot distant galaxies. Michael and his family enjoy supporting organizations focused on public health, education, and social development, such as Canadian Blood Services, Montfort Hospital, OrKidstra, and Matthew House Ottawa. Michael is certified with FP Canada, a designation holder with The Institute for Advanced Financial Education, and an associate member of the STEP Canada.
Brian P. Adams CLU, CH.F.C.Founding President
Brian has a rich history with investment and insurance work. There isn’t much he hasn’t experienced or helped clients navigate successfully. The industry was different in 1973, but some things haven’t changed. Values such as trust, honesty, and integrity. Brian also enjoys spending time with his grandchildren, beekeeping, and volunteering with the Ottawa Food Bank, Heart and Stroke Foundation, Masonic Lodge, and the Sens Foundation.
Jacqueline A. BoulosDirector – Operations & Client Services
Your first impression will typically start with Jackie, who has both abundant experience and licensing, and has been a part of our team since the beginning of the company. Jackie is an extremely high energy person. She is comfortable with a variety of insurance and health strategies and enjoys helping clients understand options. Jackie spends time giving back to the community by canvassing for the Cancer Society, Heart Foundation, Diabetes Association, and enjoys supporting the Ottawa Food Bank and the Ottawa Mission.
Natalie Thornhill PirroSupervisor - Wealth Management & Client Experience
You immediately know you are being well looked after when you talk to Natalie. Natalie supervises wealth administration, and the client experience, from marketing touches to the feel of our onboarding. With a passion for creating innovative solutions, she brings over 20 years of business management and marketing experience to our team. With Honours in Business Management, Human Resources Management, and Marketing Management, Natalie is a highly proficient, extremely personable, and technically skilled member of our services. Natalie enjoys painting, drawing, traveling, and spending time with her family.
Stephanie VaziriBusiness Coordinator
Stephanie is the newest member of our administrative team. She brings with her 15 years of client relations and business support experience. Stephanie has a proven track record of providing personable, reliable administrative support to her clients and team. With a passion to help others find solutions, Stephanie is committed to excellence in service, finding enjoyment in helping others. When not working, you can find her exploring local farms, museums, and outdoor trails with her young children.
William Henriksen CFP, CLUCertified Financial Planner
When William joined our firm, he was clear with us on just how passionate and skilled he is when working with business owners and incorporated professionals. William enjoys making the client experience highly unique and memorable, and ensures his clients feel like they are treated like family. It’s this genuine gift of sincere gratitude and high care that makes him a great addition to our team. He’s a strategist by nature, is inquisitive, and has a strong conviction to help. William enjoys traveling, keeps a bucket list, enjoys cooking, and playing basketball. William enjoys giving back to the community by volunteering with Junior Achievement – an organization that inspires young people to succeed in the global economy.
Doreen ToddAccount Executive
At the roots of every great business –is another great success story. Doreen is the inspiration behind the early beginnings to the firm. Having had a rewarding career in the advisory field –Doreen knows people and inspires people. Doreen brings a great deal of strength and determination into her role, and in her personal life. She tries to pack as much in as she can every day and is motivated by her children and grandchildren.
Adam SkubePartnership – Partner
Adam Skube is an owner of One Life Benefits – a company that provides support for benefits and pension planning. ECIVDA and Adam Skube, and the team at One Life Benefits work together in a confidential, contractual relationship to provide meaningful support to business owners and their teams. Any further information on Adam Skube and his relationship to One Life can be found at www.onelifewealth.com
Adam loves to help people, and it really shows the first time you’re introduced. A dynamic, highly motivated, and intelligent business partner. Adam has been helping our clients design and understand their benefits plans for over ten years. If Adam had one superpower –he’d be like the Flash (did we mention he’s a former Red Bull Crashed Ice athlete yet?). Adam loves connecting with his wife, two children, and grandparents with time spent camping and the cottage. When Adam is not helping clients, he’s helping others, and can be found supporting Toy Mountain, Royal Ottawa, Canadian Blood Services, and the Parkdale Food Centre.
Jill FratpietroPartnership – Director
Jill is a Director of One Life Benefits – a company that provides support for benefits and pension planning. ECIVDA and Jill Fratpietro, and the team at One Life Benefits work together in a confidential, contractual relationship to provide meaningful support to business owners and their teams. Any further information on Jill and her relationship to One Life can be found at www.onelifewealth.com
Jill makes things happen every day, and it really shows. With a heart for caring for others success, and a passion in helping forge a path for women in business/leadership and gender equality –Jill is truly a very special person to have as part of our team. Jill is a consummate advocate for clients and their success and spends a great deal of time co-ordinating and supervising employee benefits plans and their implementation. Jill’s focus outside of work is her family –her husband, three children, and her Newfoundland dog Lloyd. Jill has recently published a book on making things happen and taking action, and is involved with supporting the Royal Ottawa Centre for Mental Health and the Women’s Business Network of Eastern Ontario.