WEALTH MANAGEMENT SPECIALISTS
If you want to have a trusting relationship with your clients, you first need a trusted relationship amongst team members. There are synergies that come out of having clear roles and responsibilities with each member of the team.
The Esposito Advisory Team has brought together a team of wealth management specialists that work closely with you in managing the complexities of your wealth.
Meet The Team
For over 30 years, Fred has been providing premier investment solutions for clients throughout Canada. While the investment industry has changed significantly over time, Fred Has never changed his priority of putting his client’s interests first.
Fred has always had a natural ability to lead people through the noise of the investment world and create an experience that brings clarity to financial independence. His partnership approach with his client’s coupled with the art of analyzing important data, provides a foundation for long-term relationships, as their lives unfold, and needs evolve.
Fred was born and raised in Edmonton and very grateful to call it home. Being an oilers and hockey fan, Fred never misses an opportunity to catch an NHL game in a new city, whether it be with clients or friends
Named by Wealth Professional Canada as a rising star advisor of the year finalist 2018.
McKenzie’s experience with wealth management is a critical piece of the financial puzzle providing focus that enables client’s to make informed decisions, in terms of their financial well-being.
McKenzie works with a select group of our clients implementing and tracking the progress of their goals, as well as advising on the investments. Being part of a family business has given him a unique perspective working with multigenerational clients. McKenzie’s focus is on the client experience and how clients can pass on their values to the next generation is a successful manner.
When McKenzie is not in the office, he enjoys spending time at the cabin with friends and family and taking in activities around the city. As the weather starts to turn in the spring, McKenzie enjoys Edmonton’s river valley with his favourite spot being on the golf course at the Royal Mayfair.
With extensive experience in investment analysis, financial modelling and portfolio management, Alex assists the team in all of these areas as well as due diligence and client relationship management.
Prior to joining the Esposito Advisory Team, Alex worked for the TELUS Corporate Pension Fund where he was one of four investment professionals actively managing $1 billion of Canadian Equities exposure.
After graduating from the University of Alberta with a Bachelor of Commerce (Finance), Alex went on to obtain an MBA (Finance), and is also a CFA charterholder.
Jamie has been our client’s first point of contact for nearly ten years now. She works with all clients in helping them coordinate and simplify the fine details of their wealth experience.
Jamie is our lead when it comes to working with clients to understand their cash flow needs in and out of accounts; whether it be direct deposits, contributions, setting up registered accounts, making RIFF payments, or you just need some money she can help.
Jamie is in constant contact between our advisors and clients to ensure the experience is harmonized and simple.
Jamie is a loving wife and a mother to her new baby girl which has kept things constantly on the go. She lives a rather simple life; as long as she has good food, lots of coffee, peanut butter and the love of family and friends she is happy. Jamie loves the outdoors and it isn’t uncommon to find her exploring the city, sipping her latte supporting local businesses. She likes hiking, doing her Zumba and HIIT workouts and would enjoy being a fitness instructor if she didn’t have such stage fright.
Jamie is currently on maturity leave but pops in for visits with Kendall whenever they are out on an adventure.
Jessica is client’s first point of contact when reaching out to the team, and works with all clients in helping them coordinate and simplify the fine details of their wealth experience.
Jessica is our lead in helping our advisors execute and implement trading orders on client’s behalf. She is also client’s point of contact for cash flow and account queries ensuring that both on-boarding and managing a client’s affairs goes smoothly. Jessica is in constant contact between our advisors and clients to ensure efficient flow of information and advice.
Jessica lives a very active lifestyle enjoying running, hiking and being outdoors as much as possible when summer shows up. One of her interests is learning about new cultures and the way people live. It is no surprise her favourite way to learn is first hand by travelling there.
Growing up, Jessica’s father owned a local restaurant in St. Albert so she naturally grew up learning to cook every Italian dish from scratch. Jessica now carries that passion on for cooking and even finds ways to make healthier versions of meals she grew up loving. Jessica enjoys spends her time with friends and family sharing a good laugh and making new memories.
Dino works alongside all our clients and partners to ensure all needs are met. He is active and our lead liaison when working in conjunction with client’s accountants ensuring seamless implementation, especially near tax time.
As a client, Dino is a constant point of contact on broad topics as we manage client’s wealth experience.
At an early age, Dino fell in love with cooking and it has been a hobby that has stuck with him ever since. From putting his own spin on Italian classics, to working on dishes that are less commercialized in North America, you can guarantee Dino is always wondering how he can raise the bar when friends and family come over for dinner. In the past, Dino has even won the coveted garlic dish cooking contest put on by the Sorrentino’s group in Edmonton.
Dino stays active both physically and in the community playing both indoor and outdoor volley ball, as well volunteering with a non-profit organization, Italian Youth Association of Edmonton, which organizes the yearly Italian festival in Edmonton.
You face opportunities and challenges every day in the increasingly complex capital markets environment. Our experience helping individuals, corporations, and institutions of all sizes across a wide spectrum of market sectors enables us to understand your unique needs and priorities.
We partner with you by providing thoughtful, practical and creative wealth management solutions including tax planning, financial planning, estate planning and retirement planning that will help you achieve your strategic objectives.
Community
Growing up in Edmonton, the Esposito Advisory Team understands the impact of a strong community and how even a small contribution can make a huge impact. We participate, volunteer, and donate to multiple charities in and around Alberta. Giving back and bringing awareness is part of our philosophy and culture as a group.
Rosenau Heart Open event
The Rosenau Heart Open is an event to support and promote the Mazankowski Alberta Heart Institute and to obtain funds for medical equipment that is urgently needed to optimize the delivery of cardiac care.
- 9/10 Canadians have at least one risk factor for heart disease.
- More than 40,000 Canadians experience cardiac arrest each year.
Over the Esposito Advisory Teams tenure as bronze sponsors, as well Fred sitting on the board, the group has raised over 1.5M in funding.
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