Wealth advisors


Wealth Management


​Tailored to You:​​​​
​​​Financial advice to build your wealth

We believe that, regardless of the stage of life you’re in, it’s always the right time to either build, or preserve, your personal wealth. Whether it’s for a long-term need such as a retirement plan, or a short-term financial goal, or you want tax protection for your assets, we’re here to help with financial advice, guidance, and investment choices so you can make informed decisions along life’s journey and do more with your money and your life. We’ll partner with you:

Early-career

The sooner you start, the more you can potentially save


Mid-career

When income tends to be strong but, typically, expenses are higher


Retirement

To help you plan for a comfortable retirement. Or during retirement so you can benefit from tax strategies to preserve wealth


Legacy

As you plan your legacy


You don’t have to be a millionaire to use our Wealth Advice services … you just have to want to be one.
Find a Wealth Advisor below or email Dennis Dedrick, AVP, Wealth Management, for an appointment.

Offering a variety of Investments,
including Socially Responsible Investing

Our robust investment options include a variety of portfolios and investments to suit whatever stage you’re at in life. And for Members who want their investments to reflect their view of the world, we offer Socially Responsible Investing options. Investments are made available through Qtrade Asset Management and Qtrade Advisors.

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1 Mutual funds are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc.). Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc.

​Book a no-obligation meeting with one of our Advisors

As a DUCA Member, you have an opportunity to meet one of our Wealth Advisors who will work with you to examine the personal factors influencing your investment decisions: Current financial situation, expectations for the future, investment risk tolerance, and your savings timeline. In conversation with you – and while being mindful of possible tax implications and the need for wealth protection – our experienced and knowledgeable Advisors are there to guide you on how to build your personal financial portfolio. Take control of your financial future!

Peter Mahzari

Senior Investment Advisor, Qtrade Advisor

Peter believes in creating a positive, trusting relationship to develop the right plan to meet your financial objectives. Taking the time to understand your goals and all that influences your financial decisions, Peter delivers personalized, pragmatic, and proven financial guidance so you can do more with your money.

Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).

Language | English

647-622-6312 | pmahzari@ducawm.com

     
      
Greg Kennedy

Investment Advisor, Qtrade Advisor

An accomplished wealth consultant with over 25 years experience, Greg delivers customized recommendations based on his deep review of your needs and long-term financial goals. Greg also specializes in retirement and succession and estate planning for small business owners and professionals.

Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).

Language | English

647-225-7024 | gkennedy@ducawm.com

     
      
Hassan Yousafzai

Wealth Advisor, Investment Advisor, Qtrade Advisor

Hassan brings a wide range of experience to his role as a DUCA Wealth Advisor, having worked for three other major financial institutions. Hassan is a PFP designation holder and a CFA Level 3 Candidate whose passion is to help Members meet their retirement and investment dreams.

Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).

Language | English

647-222-7705 | hyousafzai@ducawm.com

     
      
Peter Prochilo

Investment Advisor, Qtrade Advisor

Peter has over 20 years of experience and a proven track record developing and executing wealth management strategies for families and individuals. Working closely with you to understand your circumstances, Peter recommends specific solutions to support your immediate and long-term financial priorities and goals.

Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).

Language | English

416-200-3873 | pprochilo@ducawm.com

     
      
Russell Yolles

Investment Advisor, Qtrade Advisor

Russell takes great pride in ensuring his clients’ hard-earned capital is well looked after. His goal is to understand what matters most to the Members he serves before designing and implementing a customized investment strategy to achieve the right balance between growth and capital protection. 

Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC)

Language | English

416-590-2173 | ryolles@ducawm.com

 

Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

     
      
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