Our Team

Wolfgang Klein has been in the investment advisory business for 16 years, and is a four time member of Canaccord Genuity Wealth Management's Chairman's Club. A graduate of Business Management at Ryerson University, he is a Chartered Investment Manager and Portfolio Manager, as well as an Accredited Investment Fiduciary. As a market commentator, he regularly appears on national television and local radio, sharing his insights on the markets.  Outside of the office, Wolfgang enjoys spending time with his three children and his wife Kathleen, who also supports his business working in marketing and administration. Wolf is known for his straightforward, direct approach, and for bringing passion and integrity to each client interaction.

Jack Hardill is Wolfgang's long-time associate who recently achieved Chartered Investment Manager (CIM) status enabling him to make decisions on behalf of clients as a discretionary portfolio manager.   Jack is the ultimate team player. He’s a former assistant captain of the Peterborough Petes hockey team where he won the Donnie Marsh Award as the Petes’ most dedicated player.  Jack obtained a Bachelor of Arts in Economics at the University of Western Ontario's Kings College. Organized and disciplined, he achieved Academic All Canadian status while at Western for maintaining an 80% or higher average while playing varsity hockey. Jack is accustomed to looking out for others. He also served for ten years in Canada’s Reserve Force in the Lorne Scots Regiment achieving the rank of captain.  As a team, he has worked together with Wolfgang  for over 14 years.  Jack is licensed for insurance*, options and US securities. He has also completed his certified financial planning course, among other professional designations.

Zachery Kim is a licensed representative capable of balancing multiple high-functioning roles at once and helping the team with administrative responsibilities. Zachery graduated from McGill University with a degree in Economics. His minor in geography blended with his international work experience, gives Zachery a global perspective. He has worked in Singapore, as a social media platform creator at Zen Freediving and in Barbados, interning with the Coral Reef Restoration Alliance and National Conservation Commission. Zachery brings a diverse set of skills and experiences to the table, and is both compassionate and dedicated, continuously striving to provide the best quality service to clients. He balances his work life along with serving as a Naval Warfare Officer in the Royal Canadian Navy.

Kathleen works closely with Wolfgang and his team advising on all aspects of communication with clients, the media and the public. Kathleen's experience as a news writer and editor as well as a manager of public relations and communications, helps Wolfgang deliver relevant, quality interviews when requested by media.  Kathleen writes, edits and advises on reports, communications and marketing materials.  She also manages Wolfgang's social media and his website.  Kathleen is more than a working partner.  She and Wolfgang have been married since 2000 and together they have three children.