OUR TEAM

DANIEL PELC CFP, CLU, CHS, RRC

Executive Associate Consultant

Daniel brings a wide range of industry experience to his clients. Before joining Investors Group, Daniel worked in the Insurance and Hedge fund industries. With a Business Administration background from Southern New Hampshire University, Daniel is able to understand and relate business and financial planning at a unique level. Daniel was a National Leader in 2012 and an Ontario Leader in 2012 & 2013. In 2015, Daniel was promoted to Division Director and was responsible for training and mentoring other consultants. In addition to his internal accomplishments, he was recognized in 2016 by Business Link Media Group as a Top 40 Under 40 Award Winner for his excellence in financial planning. In 2018, Daniel joined Richard in partnership to work together and offer the highest level of service, expertise and value to their clients.

Daniel helps clients grow, manage and transfer their wealth in ways that are most effective and tax efficient. In addition, Daniel holds an expertise in group benefit plans and group pensions. He works with many corporate clients to implement and manage plans to help attract and retain employees.

Personally, Daniel is married and he and his wife are parents to two children. They are involved in the community with Ronald McDonald House & McMaster Children’s Hospital, which are two causes that are near and dear to their family.

RICHARD SALES CFP, CLU, CHS, RRC

Senior Financial Consultant

Richard is an experienced financial professional with 24 years of experience in business. He brings a breath of knowledge and experience in advanced financial planning and lending. More importantly, Richard’s reputation has elevated due to his hard work, trustworthiness and loyalty. Richard and his team are able to adapt to all generations and serve each client above and beyond what they would expect.

Since 2012, Richard and his team have been recognized as a top practice at Investors Group, winning awards such as President’s Club & President’s Elite year after year.

Richard and his team specialize in working with business owners, professionals and retirees at a high level, offering a comprehensive financial planning approach. Furthermore, the team works closely with various corporations providing advice and solutions for group plans.

As a proud husband and father of two daughters, Richard and his family have a passion for supporting various charities in the Halton region. 

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ERNESTO RAURELL

Associate Consultant

Ernesto joined Investors Group in 2015 as an Associate Consultant to Ev Spence and Richard Sales. Prior to joining the team, he worked at one of Canada’s leading financial institutions, The Royal Bank of Canada, as a Financial Advisor. For four years, he helped clients across Mississauga and Oakville achieve their financial goals by leveraging his knowledge of the industry, and work ethic. Ernesto has an academic background in Economics and Industrial Relations from the University of Toronto.

Ernesto specializes in building holistic retirement plans that encompass the 6 pillars of financial planning: Investments, Insurance, Tax Planning, Estate Planning, Mortgages and Cash Flow Management. Using Investors Group’s unique cutting-edge software, and his passion to help families realize their dreams in retirement, he draws on core investment and planning principles to build full-fledged plans that tie in every aspect of a client’s financial situation. 

In his personal life, Ernesto is a loving husband, and father. He and his wife Laura, are passionate about giving back to local and global communities. They have travelled overseas numerous times to volunteer with WE Charity.

MARTIN S. W. SALETA CPCA

Senior Associate Consultant

AMANDA GIDARO

Executive Assistant

AMANDA RAPOSO

Administrative Assistant

Martin graduated from McMaster University followed by 19 years in the Public Service industry with Arbor Memorial. Martin believes in giving back to the community by dedicating his time as a Past Master to the Masonic Lodge Foundation. Martin joined Investors Group in 1994. He is dedicated to helping clients achieve the peace of mind they deserve for financial independence and security by designing and delivering customized and comprehensive solutions.

Thorough and innovative, Martin meets the needs of high net worth individuals, successful professionals, business owners, and retirees. He focuses on retirement and estate planning. Through his personal commitment and dedicated professionalism, Martin has been able to build a solid base of satisfied clients. Long-term client relationships have been the result of superior consultation designed to fulfill clients’ objectives. Integrity and genuine concern are the standards by which Martin operates, he places great value on honesty and openness and displays these qualities with clients on a day to day basis.

GRACE MOORE

Administration / Marketing

OUR SUPPORT TEAM

 

 

SAM MARCHIO  BAdmin, CIM®

Wealth Planning Specialist

 

LENA TRAN

Mortgage Planning Specialist

 

TJ DIEHL

Insurance Planning Specialist