Graydon Goodman
Assistant
Ryan Knipfel, CPA, CA, CFP®
Senior Financial Planner
Located in our Toronto office, Ryan works with Investment Advisors providing planning, analysis and solutions to their high net worth clients. Ryan’s technical expertise and broad experience creating wealth plans for high net worth clients enables him to prepare and present clear and concise analysis of a client’s financial situation. This includes addressing any of their concerns, and suggesting ways they may improve their overall financial health.
Ryan has over 10 years of experience as a senior financial planner with specialized skills in the areas of financial and retirement planning, tax minimization, estate planning and accounting. Prior to specializing in financial planning, he spent 14 years at two large accounting firms as a Chartered Professional Accountant (CPA). He gained extensive experience in providing professional services to individuals and their owner-managed entities including advising on the Canadian income tax consequences of corporate mergers and reorganizations.
Ryan is a Certified Financial Planner (CFP®). He completed his Honours Bachelor of Business Administration at Wilfrid Laurier University in Waterloo, Ontario. Ryan has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Pascal Alonzo, CFP®, FMA, FCSI®
Senior Financial Planner
Located in our Toronto Office, Pascal works closely with advisors and their affluent clients by helping them define and implement their financial and retirement goals. He also uses his technical skills to support advisors in navigating our new state of the art financial planning tool My NextGen Plan®.
Pascal has over 22 years of experience in the financial services industry and has worked for several major banks and insurance firms. Most recently he managed a team of financial planning professionals that created financial plans for the front line advisors, and responded to financial planning questions from the field.
Pascal has a Bachelor of Arts in Mathematics from York University; he holds the Certified Financial Planner® (CFP®) designation from the Financial Planning Standard Council as well as Financial Management Advisor designation from the Canadian Securities Institute and he is a Fellow of the Canadian Securities Institute.