It doesn’t need to be complicated to be effective
The financial world is full of obscure jargon that may leave you even more confused than when you started. We pride ourselves on making complex topics understandable and providing trusted solutions that consistently help you reach your goals.
Earning respect, building trust
We are a team-oriented, client-focused group of wealth experts that believe in earning respect and building trust by doing what’s right – always. To that end, we leverage our unique life and industry experience to deliver unparalleled service in every client interaction.
Jonathan Allison
Angelo Martinello
Gillian Heisz
Dane Charles
Rachel Sine
Geidah El Baba
What we do
Simple financial solutions from the ground up
As your full-service wealth management team, we see ourselves as the general contractors of your financial life, simplifying even the most complex of financial affairs and helping you plan for and build the life you’ve always dreamed of.
Wealth planning
Your wealth plan is the foundation of your finances. By uncovering your unique needs, wants, and dreams, we create a clear, consistent, process-driven plan that acts as the blueprint of your future success. And by taking a 360-degree look at all areas of your wealth, from banking and cash management to Will and estate planning, we make sure to leave no stone unturned.
Investments
Your investment portfolio is the financial structure we build on top of your wealth plan. As your general contractors, we hire subcontractors – world-class money managers from across the globe – to provide portfolio recommendations that align with your goals, risk tolerance, time horizon, income needs, asset allocation, and any other considerations that are important to you.
Discover
We discover your financial goals and identify opportunities to help you achieve them.
Propose
We propose a personalized financial plan and investment portfolio based on your goals.
Implement
We implement our investment recommendations and schedule additional financial services.
Monitor
We monitor progress according to your financial plan and make adjustments as needed.
Cross-border solutions
Stopping borders from becoming boundaries in your financial life
Our team recognizes the inherent challenges of cross-border wealth and are experts in providing simplified, tax-smart solutions that meet the lawful requirements of both Canada and the U.S.
Banking solutions
Backed by the vast resources of RBC, the only U.S.-based bank specifically designed for Canadians, we provide our clients with a wide array of banking solutions related to money transfers, ATM withdrawals, credit cards, mortgages, loans, and more.
We can help with:
- Bank Accounts that allow you to easily transfer money back and forth, as well as use any U.S. ATM for withdrawals
- Credit Cards that denominate purchases in USD
- Mortgages for the U.S. vacation property of your dreams
- U.S. Loans – Using your Canadian credit history, access U.S. loans to pay for school, fund a new investment, or cover unexpected costs while traveling.
Community investment
Giving back
Our team considers itself extremely fortunate to call Windsor-Essex home. We feel a deep commitment and responsibility to the communities we live and work in, and take great pride in volunteering our time and contributing monetarily to numerous organizations and causes that are near and dear to our hearts.
Jonathan Allison
Jonathan commits the majority of his volunteer hours as a member of the Hotel Dieu Grace Hospital Foundation Finance Committee. Past involvement includes sitting as the Chair of the University of Windsor Board of Governors. Giving back is also a family affair as their foundation (the AlliWonga Foundation) focuses on helping local and global charitable causes. The Foundation has been a great philanthropic educational vehicle for his young family who are all participants.
Angelo Martinello
Angelo commits his volunteer time as past director and current member of the Canadian Italian Business and Professional Association (CIPBA) where his fundraising has led to the establishment of post-secondary scholarships for Canadian-Italian students and other organizations.
Gillian Heisz
Gillian is proud to be engaged in the community, serving as board member and Audit Committee Chair for the YMCA of Southwestern Ontario, and sitting on the Board of Directors for the Amherstburg Chamber of Commerce. She also volunteers at her golf club on various committees and can often be found helping out with her children’s sports and extracurricular activities.
Dane Charles
Dane has previously served as the Chair and President of the Foundation Board for Big Brothers Big Sisters of Windsor Essex for over 5 years after his position as the previous Treasurer of the Organization. He also served as a mentor and educator to the University of Windsor’s EPICentre young entrepreneurs and a judge for the RBC EPIC Business Model Canvas Competition. He is also proud to support the Windsor/Essex County Humane Society where he adopted his dog from in 2021.
Rachel Sine
Rachel's philanthropic initiatives led her to being supportive of the Windsor/Essex County Humane Society and volunteering her help at the Downtown Mission of Windsor.
Geidah El Baba
Geidah enjoys supporting various organizations in our local community that focus on empowering youth, as well as those that focus their support on positioning local and immigrant women up for success by providing them with the resources they need to further their education and improve their employability, such as the work done by the Women’s Enterprise Skills Training of Windsor Inc.
Insights
Keep things simple
Discover the beauty of simplifying your financial life.
Email:allisonmartinellogroup@rbc.com
Phone:519-252-3669