WealthFit Team

Tanya M. Staples - CFP, M.A., B.A. (Hons)

Principal - ExecuCorp Canada Inc.

A certified financial planner, Tanya Staples works with couples and individuals in helping them to properly plan for a successful retirement.  During Tanya’s 10-year career in wealth management, she has designed and implemented corporate education programs to assist her clients in better managing their finances to ensure that they meet their life goals.

Prior to launching a career in wealth management, Tanya completed her graduate studies at McMaster University.  The focus of her thesis was the displacement of older workers in Ontario as the provincial economy changed. Her undergraduate degree at Wilfrid Laurier University is in political science and French.

Tanya is a board member with the local Big Brothers Big Sisters organization and also volunteers her time at the K-W Bilingual School.  An active lifestyle is also vitally important to her. After Tanya hung up her fastball cleats - having played four years for the Waterloo Juniors - her current sports of choice are running and cycling.

Christopher Annett 

Consultant Estate Planning & Insurance Specialist

A financial planner for over 10 years, Chris Annett believes in offering clients financial solutions through a team approach. Chris is dedicated to working with clients in need of estate planning, risk management, and portfolio analysis solutions.

Chris is one of the top Sun Life advisors across Canada, and is a sought-after speaker for other financial companies and industry groups across the country.

In 2002, Chris launched Annett Fedy Financial Services Inc. In 2008, Annett Fedy Financial Services Inc. and Beynon Wilhelm Stern and Wilson Financial Inc. merged to form a new MAC (Multi-Advisor Corporation) called Century Group Financial Solutions Inc.

The Century Group combines over 100 years of industry experience in the Waterloo Region, serving over 10,000 clients with assets in excess of $240 million, making this company the largest advisory group in Canada for Sun Life Financial.

Brian Lipskie, CFA

Private Wealth Management Consultant

A graduate of the University of Waterloo, Brian Lipskie began his investment career with Wood Gundy in private client investment management.  He later joined Ken Rae, earned his CFA designation and is also a charter holder. 

The RaeLipskie Partnership provides private wealth management to individuals, endowments and charities across Canada.  As well as participating in portfolio management at the Partnership, Brian directs the operations of the company.

Brian is actively involved in the Junior Achievement Organization of Waterloo Region as a board member, enjoys golf and resides in Conestogo.

Frank Restorick, CFP

Alternative Investing & Tax-Efficient Investment Strategies

Frank Restorick provides financial advice and services to help his clients make the right investment decisions in any economic climate. A Certified Financial Planner, Frank is currently an Investment Advisor for Dundee Securities Corporation and an Insurance Advisor for Dundee Insurance Agency in Mississauga, Ontario.

His focus is on investment counsel, financial planning and estate planning for business owners, individuals, retirees and not-for-profit organizations. Frank also specializes in individual pension plans, tax planning strategies and life insurance needs. He is a member of the Mississauga Estate Planning Counsel and Business Network International (BNI).

Active in the community, Frank is a member of the Rotary Club of Oakville and participates in fundraising initiatives for Big Brothers/Big Sisters in Mississauga.

Prior to joining Dundee, Frank was an estate planning advisor with the TD Bank private client centre in Mississauga.

Mark O’Farrell, BA, CFP, CLU, CHFC, TEP

Consultant, Corporate Integrated Tax Strategies

Mark O’Farrell has held numerous positions in the financial services industry and served as a consultant to the brokerage and investment industries. Mark was also managing director at a $50 billion financial institution, and vice president of several financial planning companies. He is a graduate of Ashbury College in Ottawa and the University of Western Ontario in London.

Through Strategic Edge, Mark provides integrated tax strategies for individuals, business executives, charities and professional athletes. He continues to lead seminars aimed at professional associations, businesses, chambers of commerce and charitable organizations. Mark is often a featured speaker at numerous industry symposiums.

Ray Freckleton, C.A.

Accountant and Tax Strategist

Ray Freckleton is a chartered accountant with over 25 years of experience, including eight years as chief financial officer of a multinational organization. With broad financial and management expertise, Ray offers considerable experience in corporate and personal taxation, wealth management, mergers and acquisitions, information technology, treasury and risk management.

Ray focuses on emerging or well-established entrepreneurial companies, business owners and professionals who require a strategic and innovative approach to financial management. From owner-manager tax planning to advice on strategy, Ray strives to understand the client’s business, identify specific needs and provide both ideas and action plans to ensure success.

Active in his community Ray has served in leadership roles with several community organizations including, Big Brothers, Third Sector Employment Services, Hamilton Health Sciences and community baseball and hockey associations.