Our Team
“I find it very rewarding when clients speak to me about their specific financial goals and investment objectives. Which allows me to implement advanced investment strategies that achieve their most desired goals and objectives.”
Greg Calpakis, CFP®
Investment Advisor
CK Wealth Group, iA Private Wealth
Since 2008, Greg has been addressing the needs the needs of successful professionals, business owners and retirees. Providing continuous advice on investments and financial planning strategies that assists clients in building and preserving their investment capital and net worth. Being a CERTIFIED FINANCIAL PLANNER® professional (CFP®) gives Greg a specialized level of knowledge in portfolio construction, financial planning, and investment analysis.
The experience of owning his own business helps Greg identify with the business owners he advises. He brings this perspective together with his solid financial background to provide well-rounded advice and comprehensive wealth management solutions for his clients.
Greg enjoys spending time with his wife and two young girls, playing various sports or travelling.
Our Network
Burjoski Financial Services Inc.
A FINANCIAL PLAN THAT UNDERSTANDS YOU
Cell: 519 239 7233
Email: dan@danburjoski.ca
Dan Burjoski
CLU, CFP®
Insurance Advisor
There are likely dozens, if not hundreds, of factors you’ve never considered when it comes to planning your finances: the trifold difference that when you choose to retire could have on your long-term lifestyle; where the truest risk lies within your financial plan (hint: it’s not stock market fluctuations); or how the type of life insurance product you choose can dramatically reduce your estate’s tax burden, to name just a few.
With more than 30 years in the business, including more than a decade as a iA Private Wealth Insurance Agency Consultant, Dan Burjoski brings a deeply sophisticated understanding of how each seemingly small decision can play an exponential role in your long-term financial picture. More importantly, Dan has expert knowledge of how to apply mathematics to reveal the optimal choices for each client’s unique circumstances. As Dan is fond of saying, “the math never lies.”
But just because he’s a numbers guy doesn’t mean Dan lacks a personal touch. “I am not giving my clients a root canal,” says Dan. “I am making their lives better. I want my clients to pay as little tax during their lifetime as possible. I want them to leave as much of a legacy as possible. And I want them to enjoy the process of working with me.”
An engaging and knowledgeable presenter, Dan is keen on sharing his insights with other financial advisors and insurance consultants across North America. Each year he conducts between 30 and 50 speaking engagements on behalf of iA Private Wealth and other major organizations.