Our team is dedicated to working closely with your family to fulfill the potential of your wealth today and years down the line. Through custom planning strategies and the democratization of investment opportunities, we strive to build and preserve your wealth — all while eliminating your financial stress.
Pearl was originally from Hungary, coming to Canada 34 years ago. Coming from a big bank and having 26 years of experience in bank customer service, she needed a new challenge and wanted to expand my horizons, which she found the perfect home at Metrailler Wealth. Throughout her previous years, she developed strong communication and problem-solving skills that she's eager to apply in a innovative financial planning team. Pearl is passionate about continues learning and I’m excited to dive into the world of finance and explore new opportunities.
As an Administrative Assistant she specializes in building strong relationship with clients and understanding their needs. she thrives in a collaborative environment, working closely with a specialized team to deliver unforgettable service.
In her free time, she loves hiking the trails and swimming which reduces stress and helps her meet her personal goals. She also likes reading mystery novels, gardening. Her deep love of animals, enriches her perspective both personally and professionally.
With over 30 years’ experience in the investment management industry, Phil has been working to build strong client relationships and helping his clients achieve their personal financial goals. Since 1993, he has been working as a financial advisor/portfolio manager focusing on building true pension-style portfolios using private investments along with publicly traded stocks and bonds.
Phil’s structured, disciplined approach to financial planning takes into consideration a client’s stage in life, personal circumstances, risk tolerance, investments and retirement goals. His objective is to build meaningful long-term relationships with his clients and their families and deliver on their financial needs.
Phil holds a B. Sc. from the University of Guelph, CERTIFIED FINANCIAL PLANNER® (CFP®) designation and Chartered Investment Manager (CIM) designations. In keeping with his focus on retirement income planning, Phil has his Certified Professional Consultant on Aging (CPCA) designation. In 2016, Phil decided to move to the next level as a Portfolio Manager allowing him to practice discretionary asset management. He completed the rigorous courses needed to meet the Chartered Investment Manager requirements and in 2017 became a Portfolio Manager.
Phil feels that in any industry lifelong learning is essential to honing your craft to better serve your clients. But in the fiduciary investment space, it is imperative because we are responsible for controlling not only your client’s financial destiny but also of their subsequent generations. Phil is honoured to have had the privilege of working with clients through 4 generations.
He enjoys sailing, hiking, reading and travelling with the family. He has 3 grown children and one grandson.
John is a CERTIFIED FINANCIAL PLANNER® professional, and he brings over 3 decades of experience as a retail investment advisor and as CEO of his own tree growing company. He now specializes in creating customized financial plans for our clients, so they are empowered with the knowledge required to make informed decisions about the future.
When not busy creating plans and upgrading his knowledge base, he serves as the Treasurer of the St. Williams Conservation Reserve Community Council. The Council manages a 2,500-acre Conservation Reserve in Norfolk County which is a habitat for species at risk such as badgers, hog-nosed snakes and monarch butterflies to name a few. John also assists in raising funds for the Norfolk General Hospital Foundation via their annual Charity Golf Classic.
John is happily married with three children. My dream is to make a decent bottle of wine from the Baco Noir grapes growing in my backyard. I haven’t quite accomplished that yet but he has provided lots of grapes for the local birds and squirrels.
Miguel Lopes, CIM®
Miguel brings a distinctive approach to the Metrailler Wealth team, having joined after stints in the accounting, investment valuation, and personal wellness fields. He holds a Bachelor of Business Administration with Distinction from Wilfrid Laurier University, having earned Academic All-Canadian Honours as a varsity soccer athlete. Miguel has been a financial advisor now for over three years, with equal focus on both the investment management & financial planning sides of the business. His long term goal is to become a Portfolio Manager designation.
He loves working alongside clients to find areas where he can help them pay less tax and reach their highest potential life outcome. He is industrious in sourcing new investment opportunities that may eventually make their way into our investment model portfolios. He is especially keen on developing ways to communicate the quality of our investment process to clients and the public at large.
Miguel lives in downtown Hamilton in his beloved century home, and is active in soccer, tennis, running, reading, hiking & swimming (even in Lake Ontario during the winter!). He is an enthusiastic member of the community and strives to improve the lives in that community both financially and socially.