Michael O’Connor CMA®, CFA®
Private Wealth Counsellor
Certified Management Accountant
Chartered Financial Analyst
Michael is an experienced financial leader with more than 20 years of professional investment experience. He has the unique experience of having worked with both institutional (pension, endowment and foundation funds) and high net worth retail investors. His background includes corporate finance, consulting, investment management and advising roles.
Michael joined Great-West Life in 2013 as a Private Wealth Counsellor providing support to a select group of advisors and firms. He brings extensive experience in the financial planning industry to the organization’s clients and advisors. He provides assistance to the financial planning team at Lighthouse Wealth Management in delivering value-added knowledge and service to our clients and
Michael has completed a Certified Management Accountant (CMA) and Chartered Financial Analyst (CFA) designation. He has also completed the Canadian Securities Course, Conducts and Practices, Canadian Insurance Course and Wealth Management Essentials.
J. Milan Legris B.Sc., LL.B., LL.M., TEP
Director, Advanced Sales Support, Insurance
Great West Life/London Life/ Canada Life
Milan is Director, Advanced Sales Support, Insurance for the London Life Insurance Company, Great-West Life Assurance Company, and Canada Life Assurance Company (which are all part of the Power Financial Group of Companies) where he provides tax and estate planning support to the Tax and Estate Planning Group Consultants.
Previously, Milan was a Senior Manager providing tax and estate planning services to High Net Worth planners and advisors with TD Waterhouse; and to an accounting and advisory firm in Hamilton-Niagara. For more than a decade Milan was the Vice President Tax & Estate Planning and Senior Counsel, with a private mutual fund company and its affiliated securities and mutual fund dealers in Burlington, Ontario.
Milan has extensive experience in tax and estate planning issues for owner-managers of closely held private companies as well as senior executives and key employees.
Born and raies in Sudbury, Ontario, Milan received his B.Sc. in 1980 from the University of Guelph, his LL.B. from the University of Ottawa in 1984, and his LL.M. from the University of Miami (Florida) in 1996 in Taxation. Milan was called to the Ontario bar in 1986.
Milan is an advisor and author of reference materials on taxation to the Law Society of Upper Canada’s Professional Development and Competence Departments. Milan is a tax course facilitator with the Ontario Institute of Chartered Accountants. Milan was also involved with the income tax and estate planning componenets of the Bar Admission Course in Toronto since 1990, and the Seneior Lecturer in Tax for Business Law at the Bar Admission Course in Toronto from 1998 to 2005.
Daniel Slattery CPA, CA, TEP
Advanced Case Tax & Estate Planning Consultant
Chartered Accountant, Tax & Estate Practitioner
Great West Life
Dan began his career with KPMG LLP, where he worked actively as a tax professional from 1988 to 1996. In 1996, Dan made the move to work with Metropolitan Life as their manager of advanced markets, helping to develop advanced tax planning strategies that made use of the unique tax characteristics of life insurance products. Two years later, Dan was given the opportunity to become part of the Advanced Tax and Estate Planning team at London Life/Great West Life where he remains today. Dan is an expert in the specific requirements and tax considerations of advanced estate planning strategies and corporate asset extraction strategies. Dan works with a select group of advisors providing support where needed in advanced planning cases.
Matthew Aston is the most honest and trustworthy person I have ever had to represent my financial and insurance needs. He also has a wonderful personality to go along with his work ethic. I would recommend Matthew for any person or business to hire.
Ever since they have taken over looking after my investments, my returns have been better than I thought possible. Consistently making more than 10% per year without having to experience a lot of volatility. I would certainly recommend their team to anyone.
I took my portfolio to James for a free consultation where he pointed out to me many issues that were causing me to lose money. Within two years James had made up the losses in my portfolio plus a tidy little profit.
He is very knowledgeable and is aware of market conditions at all times, taking the time to meet with us personally to communicate and update us so that we feel comfortable that our life savings are in capable hands.
He is different than any other wealth manager we have worked with....When running a business, there is little time left to babysit our professionals. We need a partner we can trust to do that for us. Thankfully, Matt is happy to help us with that whenever it’s needed.
I would highly recommend Matthew and his team to anyone and everyone that is tired of the mediocre and would like to have excellence, quality service, expertise, and care in the area of their wealth. This is one partnership you won’t regret.
We have been a client of James Hughes for the past 13 years. James is always helpful, knowledgeable and he has always guided us through the many arms of our financial and retirement planning.
James provides us with peace of mind, knowing that someone is diligently looking after our investments, suggesting changes as needed, and is constantly monitoring where we are in terms of our retirement plans.
Matt has been advising my wife Katharine and me since June 2010. Our initial meeting was to review our Insurance coverage. As Matt gained our trust we switched all of our mutual fund investments to his management (January 2011).
Kim and I have had a lot of bad luck with accountants and advisers. Thank goodness we were introduced to Matt Aston.