Meet the Team - Website

Our Team

Meet the people behind the plan

Experienced advisors who believe in clarity, structure, and putting your interests first.

Jay Llewellyn

B.A., CFP, CLU

Senior Financial Consultant

With over 29 years of experience in financial planning, Jay has built his practice on the belief that clarity creates confidence. He specializes in comprehensive financial strategies for professionals, business owners, and pre-retirees across Canada. His approach combines rigorous analysis with clear communication — ensuring every client understands not just what to do, but why.

Harman Kang

CIFC, LLQP

Associate Consultant

Harman brings a detail-oriented, client-first approach to financial consulting. With deep expertise in insurance and financial compliance, he works alongside Jay to ensure every recommendation is thoroughly researched and properly implemented. His focus on precision and follow-through makes him an invaluable partner for clients navigating complex financial decisions.

Laura Wojtasik

Executive Assistant

Laura is a key contributor to the team’s day-to-day operations, playing an active role in ensuring client strategies are executed smoothly and efficiently. She works closely with both clients and the advisory team to keep processes moving forward, bringing a high level of organization, responsiveness, and attention to detail to everything she does. Her ability to anticipate needs and follow through makes her an important part of the client experience.

Walter Rokoss

CIFC, H.BSc

Executive Assistant

Walter supports the team with a strong focus on client service and day-to-day operations, helping ensure a seamless experience for every client. Working closely with the lead advisor, he assists in coordinating client needs, managing administrative processes, and maintaining efficient workflow across the practice. Walter holds his IFC license and is committed to delivering reliable, detail-oriented support to both clients and the advisory team.