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The Kruczynski Wealth Management Group (KWM) is a financial planning investment
management practice for high-net-worth investors and entrepreneurs
across North America.
Since 1980, the Ontario-based practice has managed assets for individuals,
institutions, families and foundations. KWM has a team of experts in various
specialty areas located across North America, the Caribbean and Europe.
KWM manages portfolios for more than 200 retail, institutional and foundation
clients. KWM exceeds client expectations through exclusive customer service and
personal attention. |
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CHRISTOPHER KRUCZYNSKI, Senior Wealth Advisor {Email}
Chris co-founded the Kruczynski Wealth Management Group in 1999 and
quickly proved himself a valuable asset to the team. Chris excels
at portfolio construction and is an instrumental part of the
investment strategy used with all clients. Drawing on his
relationships with some of the country's top legal, accounting and
estate planning professionals, Chris works with clients to identify
the things that matter most.
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ROANA MASSOOM, Investment Associate {Email}
Roana is a fully-licensed Investment Associate with a winning
personality and deep attention to detail. She executes and tracks
client trades and manages client communications. In addition,
Roana manages office workflow and processes service requests.
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JUSTIN MAC DONALD, Administrative Assistant {Email}
Justin comes from a competitor firm in the Niagara region. His
upbeat personality is a breath of fresh air to clients, and he
thoroughly enjoys his client-interaction on a daily basis. Justin is
responsible for day to day transaction input and follow up, client
inquires, quotes and the administration of client accounts. He also
maintains the appointment schedule and prepares all client
reports for upcoming meetings. |
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