Meet The Symons Group Team

Seasoned. Strategic. Systematic.

We are an experienced group of multi-disciplinary investment professionals. We believe that while portfolio performance is vital, so too is total wealth management.

This includes financial planning, tax minimization, insurance analysis, will review, estate and retirement strategy, legacy creation and inter-generational wealth transfer. All are connected and no successful long-term wealth building strategy can ignore them.

Our approach involves a forensic analysis of an individual or family financial situation, combined with an exceptional sensitivity to personal, professional and lifetime goals. We believe in rigorous, systematic financial planning.

We are comfortable working with a client’s existing professional advisory team to incorporate their legal, tax and other issues into a complete financial strategy. It’s what we believe in and do exceedingly well.

Above all, we recognize that our clients want to deal with a financial advisory team they like and respect and whose counsel they trust. That is what you can expect when you work with The Symons Group.

Greg Symons

Senior Wealth Advisor, Associate Portfolio Manager

Oksana Romanova

Investment Associate

Mike Osin

Senior Administrative Associate

Nathan Bender

Senior Will & Estate Planner

Jill Smith

Senior Financial Planning Consultant

Jim Stevenson

Insurance Consultant

Maddelena Marchese

Insurance Consultant

Jean Paul Macedo

Senior Private Banker

Kevin Tran

Director, Tax Advisory