The McKnight/Rienas team is made up of a talented group of six individuals, all bringing in unique skills, which when put together, makes for one dynamite team. We offer a wide range of services which span from wealth management, to tax planning, life and group insurance to estate and life planning. We are aligned with mortgage brokers, accountants, and lawyers to coordinate and facilitate all of your financial needs.
We look forward to being of service!
Carl McKnight C.F.P
IRONWOOD WEALTH MANaGEMENT GROUP - Senior Vice President
IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR
Carl is one of the founding members of Ironwood. He began his career as a financial advisor in 1994 and is experienced in all areas of finance with specialties being small business and corporate structure or restructuring as well as business tax planning, investments, life, DI, CI and group insurance planning, tax preparation and taxplanning, as well as retirement and estate planning. Carl's favourite post-work activities include old cars, motorcycles and visiting family, wherever that may take him (Barrie, Vancouver, New Brunswick, etc.).
Click here to email Carl McKnight
Jason Rienas B.B.A, C.I.M
IRONWOOD WEALTH MANaGEMENT GROUP - PARTNER
IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - PORTFOLIO MANAGER
Jason has been a financial advisor since 2008 and a discretionary portfolio manager since January 2017. He specializes in investment management and tax/estate planning. Jason's approach includes three foundational pillars: Capital Preservations, Tax Minimization, and Long-Term Wealth Accumulation. When Jason isn't at work he loves to spend time with his family, hit a few golf balls, and sail the ocean blue.
Click here to email Jason Rienas
Brett Graham
IRONWOOD WEALTH MANaGEMENT GROUP - Financial Associate
IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR
Brett joined the McKnight/Rienas team in 2016 as a financial assistant. She has since become a financial advisor, specializing in retirement, estate and tax planning. Brett also plays the role of team manager, using her organizational skills to coordinate the team. When she isn't busy at work Brett enjoys playing sports, socializing with friends, and spending time with her husband and two boys.
Click here to email Brett Graham
Tim Swinkels
IRONWOOD WEALTH MANaGEMENT GROUP - Insurance Agent & Financial Associate
IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR
Tim joined the team in 2017 as an insurance specialist. He has been a huge addition (6'7 to be exact), and can help you with all of your insurance needs, whether it be group, family, or life. Tim is also an expert in financial, estate, and succession planning. When Tim isn't busy meeting clients you can find him competing with anyone he can find, whether it be sports, board games, or even a logical argument over why he shouldn’t have to do household chores with his loving wife.
Click here to email Tim Swinkels
Julie Dejager
IRONWOOD WEALTH MANAGEMENT GROUP - Administrative Assistant
Having been working in the financial industry for the last 31 years, Julie has been a staple of Carl’s team since 2006. She is the master of all things paperwork, organizes and enters many of the tax returns, and coordinates the schedules. When she is not at work, Julie loves vacationing with her family and doing some kind of physical activity.
Kathryn Jehan
IRONWOOD WEALTH MANaGEMENT GROUP - Office Receptionist/Administrative Assistant
As Office Receptionist to Ironwood Wealth Management and Administrative Assistant to the Rienas/McKnight team, Kathryn is a valuable asset to our office. Her professional skills reflect the 17 years experience as an administrative associate for a local not-for-profit organization. She is the smiling face that welcomes you to our office and the positive energy felt through her kind telephone greetings. In addition to her front desk duties, Kathryn organizes client information, schedules team meetings, and prepares tax information. In her spare time, she enjoys spending quality time with family and friends, serving in the community, and relaxing with her cat, a coffee, and a good book.