Vytas Valaitis, CPA, CA, CFP
Senior Financial Advisor
Vytas (or Vyt - pronounced “Veet”) Valaitis and his wife Ruta are long-time residents of Ancaster, Ontario. He has two daughters, Renata and Krista. Renata is a full-time student at the University of Waterloo doing graduate studies in Health Promotion. Krista, who graduated from Wilfrid Laurier, is now employed full-time by TJX Canada.
In his leisure time, Vyt belongs to the Hamilton Downtown YMCA Masters Swim Club. Vyt and Ruta enjoy attending monthly screenings of movies sponsored by the Ancaster Film Festival. In addition to several tax and financial publications, Vyt has a keen interest in reading biographies.
Vyt has worked in the financial services industry since September 1990. Prior to that, he was employed as a Tax Manager at Price Waterhouse Coopers, Chartered Accountants, and held various other tax and financial positions at Crown Life Insurance Company in Toronto and International Harvester in Hamilton.
Vyt is licensed with the Canadian Securities Commission as a Registered Representative, with the Financial Services Commission of Ontario as a licensed Insurance Agent, and also has his Certified Financial Planner (CFP) designation. These accreditations, along with his background as a Chartered Accountant, give him a unique perspective in providing his clients with comprehensive, high quality personalized financial and estate planning advice.
Having worked in the financial services industry for over 20 years, Craig provides high quality advice and wealth management solutions for individuals, families and businesses.
Craig’s industry experience is backed by a commitment to continuous education. Building on a BA from Bishop’s University, he completed an MBA from IVEY Business School at Western University and has a Chartered Investment Manager (CIM) designation.
Recognising that each client has unique wealth management objectives and needs, Craig tailors the solutions that he provides. In order to manage the evolving needs of his clients, he works alongside accountants and lawyers to provide an integrated wealth management experience. Craig’s goal is to be the Chief Financial Officer for his clients.
While not in the office, Craig and his wife Michelle enjoy travel, live music and trying new restaurants. A former football and rugby player Craig now dabbles with safer sports like golfing and fly fishing (he has never caught anything but enjoys the reflective nature of standing in a stream).
Terry lives with her husband, Paul, in Waterdown, Ontario. She has three children, Jill, Jenna & Troy. Their “extra family members” include her daughters' two horses and two cats!
Terry and her son are passionate about hockey and she seldom misses a Leafs game! She also enjoys reading, gardening, travelling, geocaching, hiking the Bruce Trail and taking cooking and wine courses. Her extended family lives in London, Ontario, and she enjoys making regular visits to family and friends there.
Terry is very much a “people” person and enjoys interacting with and helping clients meet their financial objectives by providing them with prompt and friendly service to any questions they may have. Many of her previous jobs were client service-oriented. She has many years of experience in the financial services industry and has worked for Assante since July 2001.
Leave a Note
Please fill out the form below