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To offer such a wide range of services, Mike calls on his team of specialists in different fields and integrates their analysis, findings and recommendations into a coherent plan tailored to be the best solution for the client's needs. Mike is married to his lovely wife Diane and resides in Stoney Creek with their three children: Coby, Kiptyn, and Caris. When he's not at the office, he enjoys spending time with his growing family, playing soccer and volleyball, and going on hikes. Mike also devotes time to his community by coaching soccer, and his family is committed to several charitable organizations. Click here to email Mike King https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/21331e0c-8048-45b6-9ce6-7266a2fe2fb0/Ironwood_Team_HSRecropped-6.jpg Mike King - Make it stand out BLAIR CUDMORE B.A. IRONWOOD WEALTH MANAGEMENT GROUP - PARTNER, M.P.D SENIOR VICE PRESIDENT IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Blair's extensive knowledge of complex tax planning and business structuring has helped him carve out a professional niche with incorporated physicians and business owners. His drive to create comprehensive, goal-oriented financial plans has involved private placements, flow-throughs, and other high-end income creation and tax-saving strategies. Blair has been involved with the financial services industry since 1992 and deploys the same approach with his clients that has generated his wealth. In his 25+ years in the business, his team has expanded to 10 and continues to grow. When he's not immersed in the world of finance, Blair cherishes his time with his wife Lorna and their two daughters, Gwendolyn and Lauren. Click here to email Blair Cudmore https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/522d86db-94f7-4162-8c17-ada7477465db/Ironwood_Team_HSRecropped-8.jpg Mike King - Make it stand out MATEO PAEZ BELTRAN, MSC. IRONWOOD WEALTH MANAGEMENT GROUP – EXECUTIVE ASSISTANT IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - ASSOCIATE Mateo is a Financial Advisor for the Cudmore/King/McNabb team, where he brings a strong foundation in capital markets, financial modelling, and portfolio construction, as well as experience in both traditional and alternative investments. He specializes in delivering personalized wealth management strategies for high-net-worth individuals, professionals, and business owners. Mateo’s approach integrates dynamic asset allocation, tax-efficient portfolio construction, and holistic financial planning — including estate, trust, and corporate structuring. Fluent in Spanish, Mateo proudly provides tailored financial services to a diverse clientele. When Mateo is not working, he enjoys rock climbing and spending time with friends and family. Click here to email Mateo Beltran https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/e3acd443-52b6-4f06-857e-e6277066854a/Ironwood_Team_HSRecropped-7.jpg Mike King - Make it stand out PAUL MCNABB B.COMM, PFP IRONWOOD WEALTH MANAGEMENT GROUP - PERSONAL FINANCIAL PLANNER IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Paul believes strongly in linking focused goals & objectives to all aspects of a client's financial plan. It mirrors categories to a common goal that creates a successful environment, whether plan construction or implementation, insurance or tax planning. Paul's financial services career began at TD in 2010 in various retail roles before joining the Ironwood team in 2015. Paul spends his time outside work playing goals for an ice hockey team year-round, snowboarding in the winter & soaking up some sun at the family cottage when the weather warms up. Click here to email Paul McNabb https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/7384d2c1-049f-42da-a666-93cbabf05755/Ironwood_Team_HSRecropped-4.jpg Mike King - Make it stand out KEN BAYNTON IRONWOOD WEALTH MANAGEMENT GROUP - EXECUTIVE FINANCIAL ASSISTANT Ken has been a vital part of the Cudmore/King team since 2003. Ken is the team's office presence and helps to provide priority service and follow-up when other advisors are out on client meetings. Click here to email Ken Baynton https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/96290ca6-0b93-4ceb-80f3-8ba3e1f40d3f/Ironwood_HS_RT-7+ROBYN.jpg Mike King - Make it stand out ROBYN PATCHEV B.COMM IRONWOOD WEALTH MANAGEMENT GROUP - CLIENT EXPERIENCE & OPERATIONS MANAGER Robyn’s experience as an operations manager adds an essential layer to our team’s existing client services. She excels in organizing and coordinating resources to create workflow strategies and business processes. Robyn is a beneficial resource that ensures our continued commitment to you and the service we provide. Although her devotion is to the Ironwood Team, Robyn believes in work/life balance. She enjoys spending quality time with her family and their many extracurricular activities. Click here to email Robyn Patchev https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/8109c613-2e31-4f44-9c17-ae0782dd082f/Ironwood_Team_HSRecropped-12.jpg Mike King - Make it stand out DARLENE ANDRUS IRONWOOD WEALTH MANAGEMENT GROUP - ADVISOR ASSISTANT Darlene is a dedicated and detail-oriented Administrative Assistant who provides essential support to the financial advisory team. Known for her discretion, reliability, and strong organizational skills, she ensures daily operations run efficiently and seamlessly. Outside of work, Darlene is an active volunteer within her church community and enjoys spending quality time with her family and grandchildren. Click here to email Darlene Andrus https://www.ironwoodcanada.com/blair-cudmore-1 daily 0.75 2026-08-16 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/c3768b70-a7e3-4a15-9000-c2ccaa8b5128/Ironwood_Team2026-9.jpg Blair Cudmore - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/32170cae-ae35-4997-b752-3ea9415a8c09/Ironwood_Team_HSRecropped-6.jpg Blair Cudmore - Make it stand out BLAIR CUDMORE B.A, M.P.D IRONWOOD WEALTH MANAGEMENT GROUP - SENIOR VICE PRESIDENT IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Blair's extensive knowledge of complex tax planning and business structuring has helped him to carve out a niche in the professional space with incorporated physicians and business owners. His drive to create comprehensive, goal-oriented financial plans has involved private placements, flow-throughs and other high-end income creation and tax-saving strategies. Blair has been involved with the financial services industry since 1992 and deploys the same approach with his clients that has generated his wealth. In his 25+ years in the business, his team has expanded to 10 and continues to grow. In his spare time, Blair enjoys spending time with his wife Lorna and his two girls, Gwendolyn and Lauren. Click here to email Blair Cudmore https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/34cd8d89-179b-47a1-9c8b-9cff1c556e11/Ironwood_Team_HSRecropped-5.jpg Blair Cudmore - Make it stand out MIKE KING CIM IRONWOOD WEALTH MANAGEMENT GROUP - PARTNER IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - PORTFOLIO MANAGER Mike uses his in-depth knowledge of advanced tax planning, investment management, risk management, employee benefits, and estate planning strategies to provide the most effective solutions for corporations, business owners, professionals, families and individuals. In order to offer such a wide range of services, Mike calls on his team of specialists in different fields and integrates their analysis, findings and recommendations into a coherent plan tailored to be the best solution for clients’ needs. Mike is married to his lovely wife Diane and resides in Stoney Creek with their 3 children; Coby, Kiptyn and Caris. When not at the office, he enjoys spending time with his growing family as well as playing soccer, volleyball and going on hikes. Mike also devotes time to his community by coaching soccer, and his family is committed to several charitable organizations. Click here to email Mike King https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/aa6b00d9-34e1-448a-bb62-da2d719a9d2d/Ironwood_Team_HSRecropped-8.jpg Blair Cudmore - Make it stand out MATEO PAEZ BELTRAN, MSC. IRONWOOD WEALTH MANAGEMENT GROUP - EXECUTIVE ASSOCIATE IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - ASSOCIATE Mateo is a Financial Advisor for the Cudmore/King/McNabb team, where he brings a strong foundation in capital markets, financial modelling, and portfolio construction, as well as experience in both traditional and alternative investments. He specializes in delivering personalized wealth management strategies for high-net-worth individuals, professionals, and business owners. Mateo’s approach integrates dynamic asset allocation, tax-efficient portfolio construction, and holistic financial planning — including estate, trust, and corporate structuring. Fluent in Spanish, Mateo proudly provides tailored financial services to a diverse clientele. When Mateo is not working, he enjoys rock climbing and spending time with friends and family. Click here to email Mateo Beltran https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/63376081-8d4a-41ef-8c53-77e53a7c553c/Ironwood_Team_HSRecropped-7.jpg Blair Cudmore - Make it stand out PAUL MCNABBB B.COMM, PFP IRONWOOD WEALTH MANAGEMENT GROUP - PERSONAL FINANCIAL PLANNER IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Paul strongly believes in linking focused goals & objectives to all aspects of a client's financial plan. It is mirroring categories to a common goal that truly creates a successful environment; whether it be plan construction or implementation, insurance or tax planning. Paul's financial services career began at TD in 2010, where he was in various retail roles before joining the Ironwood team in 2015. Paul spends his time outside of work playing goal for an ice hockey team year-round, snowboarding in the winter & soaking up some sun at the family cottage when the weather warms up. Click here to email Paul McNabb https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/581b1001-779a-428c-87f5-0c42703dc7e0/Ironwood_Team_HSRecropped-4.jpg Blair Cudmore - Make it stand out KEN BAYNTON IRONWOOD WEALTH MANAGEMENT GROUP - EXECUTIVE FINANCIAL ASSISTANT Ken has been a vital part of the Cudmore/King team since 2003. Ken is the team's office presence and helps to provide priority service and follow-up when other advisors are out on client meetings. Click here to email Ken Baynton https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/6755cb31-3b43-435b-9154-691289c0c7eb/Ironwood_HS_RT-7+ROBYN.jpg Blair Cudmore - Make it stand out ROBYN PATCHEV B.COMM IRONWOOD WEALTH MANAGEMENT GROUP - CLIENT EXPERIENCE & OPERATIONS MANAGER Robyn’s experience as an operations manager adds an important layer to our team’s existing client services. She excels in the organization and coordination of resources to create workflow strategies and business processes. Robyn is a beneficial resource to ensure our continued commitment to you and the service we provide. Although her devotion is to the Ironwood Team, Robyn believes in work/life balance. She enjoys spending quality time with her family and their many extracurricular activities. Click here to email Robyn Patchev https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/d9299d95-a9d2-4389-acf0-fb171c52211c/Ironwood_Team_HSRecropped-12.jpg Blair Cudmore - Make it stand out DARLENE ANDRUS IRONWOOD WEALTH MANAGEMENT GROUP - ADVISOR ASSISTANT Darlene is a dedicated and detail-oriented Administrative Assistant who provides essential support to the financial advisory team. Known for her discretion, reliability, and strong organizational skills, she ensures daily operations run efficiently and seamlessly. Outside of work, Darlene is an active volunteer within her church community and enjoys spending quality time with her family and grandchildren. Click here to email Darlene Andrus https://www.ironwoodcanada.com/mcknightrienas daily 0.75 2026-08-16 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/62430337-cfd9-41e7-9575-531cb69f83df/Ironwood_HS_RT_Group-10.jpg Carl McKnight - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/7bec1371-cc7f-421d-8dd3-676af7e16458/Ironwood_HS-139.jpg Carl McKnight CARL MCKNIGHT C.F.P. (Retired) IRONWOOD WEALTH MANAGEMENT GROUP - SENIOR VICE PRESIDENT 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, business tax planning, tax preparation and tax planning, as well as retirement and estate planning. Carl retired in September 2023; however, he continues in the role of Senior Vice President. Carl's favourite retirement activities include old cars, motorcycles and visiting family, wherever that may take him (Barrie, Vancouver, New Brunswick, etc.). Click here to email Carl McKnight https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/68f30610-aa48-4916-8697-cee6def76cf8/Ironwood_Team_Zoomedout-41.jpg 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 Preservation, 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 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/d58b6889-64de-47f8-a9ea-10ba76f9aa3f/Ironwood_Team2026_Brett-1.jpg Carl McKnight - Make it stand out BRETT GRAHAM IRONWOOD WEALTH MANAGEMENT GROUP - FINANCIAL ASSISTANT IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Brett believes financial guidance should be personal, approachable, and empowering. She builds strong, supportive relationships, helping clients feel confident and at ease with their financial decisions. Grounded in her Christian faith, Brett brings integrity, compassion, and a spirit of service to her work, offering comprehensive advice across investments, retirement, tax, financial, and estate planning in collaboration with trusted professionals. Outside of work, she enjoys spending time with her husband and their three boys. Click here to email Brett Graham https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/172ae2ca-caef-402c-b17c-98f75c08abc8/Ironwood_Team_Zoomedout-26.jpg Carl McKnight - Make it stand out TIM SWINKEL 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 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/7d3233a0-aa67-480b-a9a5-7c32964e1006/Ironwood_Team_Zoomedout-5.jpg Carl McKnight - Make it stand out 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. https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/53bb3247-e19d-4d1c-a1ce-9e0f49650b96/Ironwood_Team_Zoomedout-9.jpg Carl McKnight - Make it stand out KATHRYN JEHAN IRONWOOD WEALTH MANAGEMENT GROUP - OFFICE RECEPTIONIST/ADMINSTRATIVE 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 her 17 years of 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. https://www.ironwoodcanada.com/pat-p daily 0.75 2026-08-16 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/511c10bf-8b7f-4ee1-8094-1fe77598737f/Ironwood_HS-71+PAT.jpg Pat Purbs PAT PURBS CSC, HBA, MED IRONWOOD WEALTH MANAGEMENT GROUP - SENIOR VICE-PRESIDENT, ACCOUNT EXECUTIVE IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR My Philosophy is to be a professional and to provide personal quality advice and service which is unequalled. My main objective is to ensure that you, as a client, feel secure with your financial plan, your individual investment choices, and my ability to help you manage your personal financial future. The main focus of my business is to develop comprehensive financial plans for my clients. This involves investment management, mortgage planning, estate planning, life & disability insurance, and also tax planning. My Only 2 Requirements From You Are: Full disclosure of all relevant financial information. Time. This will enable me to develop a proper plan, as well as educate you along the way so that you can feel confident knowing that your finances are in good hands. In Order For Me To Earn Your Trust And Loyalty, I Will Do The Following: Provide Objective Planning For Each Client: I treat each client situation as if it were my own. Preserve Capital: I realize how hard you’ve worked to build your nest egg. My first priority is to make sure you maintain and build upon it. Stay Current: This includes investment products, taxation and ongoing educational courses. It also requires that I provide an ongoing network for accounting and legal issues. Ongoing Evaluation: I must meet with every client at least twice a year in person to ensure that they are on track. Their objectives and the market conditions may change, and financial deviations need to reflect these changes. Prompt and Efficient Service: This means an open line of communication, prompt response to telephone calls, and transaction follow-ups. Education: I believe that happy clients are educated clients. Therefore, throughout the course of the year, I will provide a number of seminars on various topics (both in our office and in public) to help keep clients informed with all aspects of financial planning. https://www.ironwoodcanada.com/services-2 daily 0.75 2025-03-31 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/34103831-a9cd-47f8-b6ad-9ac469735ba4/IRONWOOD_WMG_CLR_logo-050421.jpg Services https://www.ironwoodcanada.com/mcknightrienas1 daily 0.75 2026-08-16 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/e34a4dfd-5fc5-4fec-9087-c82946bd3ec1/Ironwood_Team2026-3.jpg Jason Rienas https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/37d93684-31ca-42ee-ae17-dec0ec090f61/Ironwood_Team_HSRecropped-14.jpg Jason Rienas 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 Preservation, 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 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/67ce631c-b024-4f8a-bbde-d1f27a5dd8b2/Ironwood_Team_HSRecropped-10.jpg Jason Rienas - Make it stand out BRETT GRAHAM IRONWOOD WEALTH MANAGEMENT GROUP - FINANCIAL ASSOCIATE IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Brett believes financial guidance should be personal, approachable, and empowering. She builds strong, supportive relationships, helping clients feel confident and at ease with their financial decisions. Grounded in her Christian faith, Brett brings integrity, compassion, and a spirit of service to her work, offering comprehensive advice across investments, retirement, tax, financial, and estate planning in collaboration with trusted professionals. Outside of work, she enjoys spending time with her husband and their three boys. Click here to email Brett Graham https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/8754daef-6cad-48f7-bd9a-ecb9a00b2f73/Ironwood_Team_HSRecropped-9.jpg Jason Rienas - Make it stand out 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 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/b79c7694-584b-48f8-be33-88e1b687bbb1/Ironwood_Team_HSRecropped-2.jpg Jason Rienas - Make it stand out 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. https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/792b0c21-fa58-4635-a9cf-a92007506164/Ironwood_Team_HSRecropped-3.jpg Jason Rienas - Make it stand out 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 of 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. https://www.ironwoodcanada.com/news-and-updates daily 0.75 2026-08-14 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/1740174724389-DZDG1V67PZGTG53USCRC/Jasmine+Jasudavicius_Jasudavicius_19.jpg News and Updates https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/1740174725377-SYNC9OUBAYXVC63K2728/Jasmine+Jasudavicius_Jasudavicius_65.jpg News and Updates https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/1740174730658-UM6AOGGACQPG5WUGVGM1/Jasmine+Jasudavicius_Jasudavicius_70.jpg News and Updates https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/1740175191082-RPD3R45CGDC67QY3MCQB/Jasmine%252BJasudavicius_Jasudavicius.jpg News and Updates https://www.ironwoodcanada.com/advisors-paez daily 0.75 2026-08-17 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/aa6b00d9-34e1-448a-bb62-da2d719a9d2d/Ironwood_Team_HSRecropped-8.jpg Mateo Paez MATEO PAEZ BELTRAN, MSC. IRONWOOD WEALTH MANAGEMENT GROUP - EXECUTIVE ASSISTANT IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - ASSOCIATE Mateo is a Financial Advisor for the Cudmore/King/McNabb team, where he brings a strong foundation in capital markets, financial modelling, and portfolio construction, along with experience in both traditional and alternative investments. He specializes in delivering personalized wealth management strategies for high-net-worth individuals, professionals, and business owners. Mateo’s approach integrates dynamic asset allocation, tax-efficient portfolio construction, and holistic financial planning — including estate, trust, and corporate structuring. Fluent in Spanish, Mateo proudly provides tailored financial services to a diverse clientele. When Mateo is not working, he enjoys rock climbing and spending time with friends and family. Click here to email Mateo Beltran https://www.ironwoodcanada.com/paulmcnabb daily 0.75 2026-08-17 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/e3acd443-52b6-4f06-857e-e6277066854a/Ironwood_Team_HSRecropped-7.jpg Paul McNabb PAUL MCNABBB B.COMM, PFP IRONWOOD WEALTH MANAGEMENT GROUP - PERSONAL FINANCIAL PLANNER IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Paul believes strongly in the process of linking focused goals & objectives to all aspects of a client's financial plan. It is mirroring categories to a common goal that truly creates a successful environment; whether it be plan construction or implementation, insurance or tax planning. Paul's financial services career began at TD in 2010, where he was in various retail roles before joining the Ironwood team in 2015. Paul spends his time outside of work playing goal for an ice hockey team year-round, snowboarding in the winter & soaking up some sun at the family cottage when the weather warms up. Click to email Paul McNabb or Ironwood Booking Calendar to book an appointment. “This past winter, Mr. Paul McNabb (Ironwood; Aligned Capital Partners Inc.) was awarded the management of my retirement planning and implementation. History: For more than the previous 20 years, I have developed my layman’s understanding of how the retirement financial machine works. I tried working with three of the top 5 Canadian banks and also with 2 of the larger private investment firms, to seek out an advisor who I felt was being fully transparent and who could provide value that is equal to, or better than, the fees they charged. In all cases, the big banks and large financial management firms' consistent failure to provide an acceptable level of service for the fees charged was much higher than excusable. The biggest Canadian bank made a very large tax withholding error (25 % of portfolio value), and the biggest private investment firm made a double entry error with the CRA that required corrective action at the bank and at the CRA level. Both of these errors added up to over 10 % of my holdings. On the positive side, these errors and exorbitant service fees have led me to increase my financial knowledge and reduce my exposure. Not an easy task for all of us who work outside of the financial world. Last fall, when I was contemplating retirement, Paul McNabb was introduced to me by a mutual close friend. Following two introductory meetings, Paul was able to develop a holistic retirement funding plan for my personal situation. Initially, his high level of confidence was met with a certain amount of caution on my part. However, the accounts and strategies he put together strongly reflected the best cases I had learned about over the previous 20 years of self-learning. I now understand that Paul’s high level of confidence is earned and reflects his underlying knowledge of financial management. Over the following 3 to 4 months, Paul and his support team have moved forward quickly and accurately to realign my portfolio. Paul also took charge of my personal tax for this final work year. He was able to put together a final (and surprisingly large) RRSP to substantially reduce my final working year’s tax due. CRA reviewed and agreed with Paul’s submission of my tax forms and has already refunded my overpayments. It is very difficult to find a financial advisor whom you can trust that they know what they are doing. After many years of trial and error, I have found a person and firm I feel I can trust with my life savings. I have a high level of comfort with Paul and his team that I was not able to enjoy with the larger financial institutions. I recommend, without hesitation, Paul McNabb from Ironwood to provide sound advice and management of your personal financial portfolio.” Rick O., Carleton Place, Ontario https://www.ironwoodcanada.com/mikeking daily 0.75 2026-08-17 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/533e7520-d090-469b-a5ff-d13d18965b20/Ironwood_Team_HSRecropped-5.jpg Mike King MIKE KING CIM IRONWOOD WEALTH MANAGEMENT GROUP - PARTNER IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - ASSOCIATE PORTFOLIO MANAGER Mike uses his in-depth knowledge of advanced tax planning, investment management, risk management, employee benefits, and estate planning strategies to provide the most effective solutions for corporations, business owners, professionals, families and individuals. In order to offer such a wide range of services, Mike calls on his team of specialists in different fields and integrates their analysis, findings and recommendations into a coherent plan tailored to be the best solution for clients’ needs. Mike is married to his lovely wife Diane and resides in Stoney Creek with their 3 children: Coby, Kiptyn and Caris. When not at the office, he enjoys spending time with his growing family as well as playing soccer, volleyball and going on hikes. Mike also devotes time to his community by coaching soccer, and his family is committed to several charitable organizations. Click to email Mike King or Ironwood Booking Calendar to book an appointment. https://www.ironwoodcanada.com/blaircudmore daily 0.75 2026-08-16 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/414b1b1c-cbd2-4d16-8f42-238107802331/Ironwood_Team_HSRecropped-6.jpg Blair Cudmore BLAIR CUDMORE B.A, M.P.D IRONWOOD WEALTH MANAGEMENT GROUP - SENIOR VICE PRESIDENT IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Blair's extensive knowledge of complex tax planning and business structuring has helped him to carve out a niche in the professional space with incorporated physicians and business owners. His drive to create comprehensive, goal-oriented financial plans has involved private placements, flow-throughs and other high-end income creation and tax-saving strategies. Blair has been involved with the financial services industry since 1992 and deploys the same approach with his clients that has generated his wealth. In his 25+ years in the business, his team has expanded to 10 and continues to grow. In his spare time, Blair enjoys spending time with his wife Lorna and his two girls, Gwendolyn and Lauren. Click to email Blair Cudmore or Ironwood Booking Calendar to book an appointment. https://www.ironwoodcanada.com/jasonrienas daily 0.75 2026-08-17 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/37d93684-31ca-42ee-ae17-dec0ec090f61/Ironwood_Team_HSRecropped-14.jpg Jason Rienas 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 Preservation, 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 https://www.ironwoodcanada.com/brettgraham daily 0.75 2026-08-16 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/665f07a9-5dd2-437a-9287-b2507163d7d2/Ironwood_Team_HSRecropped-10.jpg Brett Graham BRETT GRAHAM IRONWOOD WEALTH MANAGEMENT GROUP - INVESTOR ADVISOR IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR Brett Graham is an Investment Advisor who believes financial guidance should feel personal, approachable, and empowering. She values strong relationships and is passionate about helping people who may feel uncertain or overwhelmed when it comes to their finances. Brett creates a comfortable environment where questions are encouraged, and clients feel supported in making confident financial decisions. Grounded in her Christian faith, Brett incorporates integrity, compassion, and service into every aspect of her work. She strives to support clients with guidance that reflects strong values and a genuine desire to help people thrive — both financially and personally. She provides comprehensive services including investment management, retirement planning, tax strategies, financial planning, and estate planning. Brett works collaboratively with accountants and lawyers to ensure clients receive cohesive, holistic advice tailored to their family’s needs today and in the future. When she’s not working, Brett loves spending time with her husband and their three boys — often playing games or sports together. She enjoys cooking, painting, staying active (whether at the gym or on the field), catching up with friends over coffee, and never turns down a good karaoke night. Click here to email Brett Graham or here to set up an appointment Ironwood Booking Calendar Mission Statement: My mission is to build lasting, trusted relationships by empowering individuals and families with clear, values-based financial guidance — creating confidence, reducing stress, and supporting their goals with integrity and genuine care. https://www.ironwoodcanada.com/timswinkels daily 0.75 2026-08-17 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/b490bd31-f645-4399-90fc-438c31895e83/Ironwood_Team_HSRecropped-9.jpg Tim Swinkels TIM SWINKELS IRONWOOD WEALTH MANAGEMENT GROUP - INSURANCE AGENT & INVESTMENT ADVISOR 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's 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 https://www.ironwoodcanada.com/pat-purbs-1 daily 0.75 2026-08-17 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/511c10bf-8b7f-4ee1-8094-1fe77598737f/Ironwood_HS-71+PAT.jpg Pat Purbs PAT PURBS CSC, HBA, MED IRONWOOD WEALTH MANAGEMENT GROUP - SENIOR VICE-PRESIDENT, ACCOUNT EXECUTIVE IRONWOOD SECURITIES/ALIGNED CAPITAL PARTNERS INC. - INVESTMENT ADVISOR My Philosophy is to be a professional and to provide unequalled personal quality advice and service. My main objective is to ensure that you, as a client, feel secure with your financial plan, your individual investment choices, and my ability to help you manage your personal financial future. The main focus of my business is to develop comprehensive financial plans for my clients. This involves investment management, mortgage planning, estate planning, life & disability insurance, and also tax planning. My Only 2 Requirements From You Are: Full disclosure of all relevant financial information. Time. This will help me develop a clear plan and keep you informed so you can feel confident that your finances are in good hands. For Me To Earn Your Trust And Loyalty, I Will Do The Following: Provide Objective Planning For Each Client: I treat each client situation as if it were my own. Preserve Capital: I realize how hard you’ve worked to build your nest egg. My priority is to make sure you maintain and build upon it. Stay Current: This includes investment products, taxation and ongoing educational courses. It also requires that I provide an ongoing network for accounting and legal issues. Ongoing Evaluation: I must meet with every client at least twice a year in person to ensure that they are on track. Their objectives and the market conditions may change, and financial deviations need to reflect these changes. Prompt and Efficient Service: This means an open line of communication, prompt response to telephone calls, and transaction follow-ups. Education: I believe that happy clients are educated clients. Therefore, throughout the course of the year, I will provide several seminars on various topics (both in our office and in public) to help keep clients informed about all aspects of financial planning. https://www.ironwoodcanada.com/insights-from-ironwood-articles daily 0.75 2025-05-01 https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/8bea0689-45bd-4026-b823-4b77c3af706f/Ironwood+Newsletter+March+2025.1.jpeg Insights from Ironwood Articles https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/dd52d703-6c6f-42b9-a6b3-b266284149b3/Ironwood+Newsletter+January+2025.1.jpeg Insights from Ironwood Articles https://images.squarespace-cdn.com/content/v1/52616c19e4b06072c351a616/9ec9e488-ca05-4440-80b2-218fae9217bc/Ironwood+Yearend+2024.1.jpeg Insights from Ironwood Articles