About Mandeville
Mandeville's vision is to be a top tier wealth creation organization widely known for its democratization of investment opportunities, professional and disciplined investment approach, its ethics, and superior treatment of clients, Advisors, employees and other stakeholders.
About Kalamaras Wealth Management
Working with different groups of individuals, businesses and organizations in helping them achieve their goals and successfully managing their financial well-being, we draw upon the full depth and breadth of the Mandeville Group of Companies to provide you with an integrated and multi-disciplinary wealth management solution.
Theo is a portfolio manager who holds the Chartered Investment Manager (CIM) designation and an accredited Certified Financial Planner® (CFP) with the Financial Planners Standards Council of Canada. Theo holds the Financial Management Advisor (FMA) designation, the Advanced Investment Advice accreditation (AIA) as well as the Fellow of the Canadian Securities Institute (FCSI)® designation.
With over 20 years as an Investment Advisor, Theo has extensive experience in portfolio creation, asset management, retirement planning and estate and succession planning. He has worked with different groups of individuals, businesses and organizations in helping them achieve their goals and successfully managing their financial well-being.
Theo works with a team of leading industry experts in the areas of insurance and estate planning, allowing for a detailed, comprehensive approach to financial planning.
Theo is committed to providing his clients with professional service, and treating them with honesty and respect.
Portfolio Manager
Sr. Investment Advisor
Kalamaras Wealth Management
Mandeville Private Client Inc.
Terry Petsis is a licensed Assistant with the Kalamaras Wealth Management Team. Terry started working with Kalamaras Wealth Management in May of 2022.
Terry started his career in 2017 working different roles at a major Canadian bank. Terry gained the necessary education and skills required to build a long-lasting career in the Wealth Management industry by graduating with an advanced diploma in Business Administration and Finance from George Brown College. Terry is currently studying to complete his Certified Financial Planner (CFP) degree and the Chartered Investment management (CIM) designation.
Outside of the office, Terry likes to be physically active in the gym and has a passion for sports, especially Hockey. He also enjoys his summers travelling with his family and loved ones.
