Team & Strategic Partners
Financial Advisor / Investment Representative
Tyler has an inescapable passion for assisting people achieve their personal and professional goals. His natural leadership and business acumen drive a Financial Planning process that emphasizes a panoramic view of wealth creation for specific/unique family requirements.
In June of 2014 Tyler and Jason Robinson, friend and colleague, formed Strata Wealth & Risk Management Inc. (formerly Burtch Robinson & Associates Inc.) to better serve clients who seek to put all the pieces of their financial puzzle together..
Growth and entrepreneurship are part of Tyler’s DNA.
After starting his first business at the age of 18, he joined the Freedom 55 Financial – Orillia, Ontario office in June 2007.
As Director, Business Development and Branch Manager, Freedom 55 Financial Georgian Bay Region. He was responsible for the training of new and established Financial Advisors as well as maintaining a strong ethics and compliance program.
Tyler is currently enrolled in the Certified Financial Planner (CFP) program. This enhances his ability to provide expert and professional financial planning services. He holds the Certified Cash Flow Specialist designation (CCS). This is the only designation in Canada denoting specialized knowledge in all areas of Cash Flow Planning for individuals and corporations.
Tyler adheres to a professional Code of Ethics and fulfills continuing education requirements that, together with a wide range of personal/business interests, keep his leadership, financial and professional development current.
Tyler grew up in a small farming community with a population of 500. This helped Tyler to develop strong family values, a strong work ethic and respect for people and community.
He currently resides in Bracebridge, Ontario, enjoys traveling and spending time with family and friend.
Senior Financial Advisors / Investment Representative
Jason has been working in the Financial Services industry for 3 years, starting with Freedom 55 Financial in 2012. Jason was hired and worked under the tutelage of Tyler Burtch as his director for the first 2 years, before deciding to form Strata Wealth & Risk Management Inc. (formerly Burtch Robinson & Associates Inc.).
Jason enjoys working with good people, helping them work towards and achieve their personal and financial goals.
Jason completed his Masters (M. Sc) in International Business Management at Coventry University in England.
Jason has a wife and 2 young children that he spends as much time as possible with when not working. Jason was a professional hockey player, and still coaches and plays recreationally. His wife was a National champion and Olympic skater. The entire family enjoys being busy and staying active.
Senior Financial Advisors / Investment Representative
Brett is following in his father’s footsteps, as his father Ed Restemayer worked for London Life and Freedom 55 Financial for 34 years. Brett had the great fortune of working with his father for 5 years in the industry and when Ed retired in 2009 Brett took over the his practice. Brett has been in the industry for 10 years and enjoys the personal interaction with clients.
Brett holds the Chartered Heath Insurance Specialist (C.H.S.) designation. This is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is one of the premier credentials in the insurance industry.
Brett attended The University of British Columbia, taking advantage of the “Outstanding Student Initiative” scholarship, to earn his Bachelors of Science degree in 2000.
Brett is active in the community, including volunteering with Big Brothers of Barrie, holding a seat for the last two years on the chapter Board of Directors for Advocis Simcoe Muskoka and currently the Board Chair for the New Path Foundation.
When not at work he enjoys spending time with his young family and engaging in a variety of sports and activities. He enjoys fishing and mountain biking in the summer, skiing and snowmobiling in the winter. Hockey is a year round endeavour.
Client Service Manager
Mary-Kate has been in the financial services industry for 2 years. She started working for Freedom 55 Financial after being recruited by Tyler Burtch. Mary-Kate enjoys working with people and making sure that there is great communication for clients to meet their needs.
Mary-Kate graduated from Laurentian University, where she completed her Honours Bachelor of Business Administration Degree. She has completed her Life and Mutual Fund Licences and continues to grow her knowledge of the industry.
Mary-Kate is from the small town of Brechin, Ontario. She enjoys being involved in the community and in her spare time enjoys being outdoors, playing lacrosse, or any sport or card game, with her friends and family.
We have developed strategic partnerships with a few of the best people in the Ontario Financial world to bring you the best possible advice, services and attention to detail in your future. From banking, investments, insurance to estate experts, Strata Wealth & Risk Management Inc. (formerly Burtch Robinson & Associates Inc.) is dedicated to finding the right fit for your financial well-being.
Brett has known Tyler for well over ten years and has learned a lot having him as a mentor. He began working for Tyler in high school at one of his retail business locations. Years later, during Brett’s professional hockey career he began to work with Tyler as his trusted financial advisor. As Brett’s interest grew in the financial industry, Tyler helped Brett become more knowledgeable in this area.
Sports, especially hockey, have been a large part of Brett’s life. It has enabled him to travel the world playing professional hockey throughout North America, Russia and Asia. Through hockey, he has learned how to work successfully as part of a team and help motivate those around him. Being a professional athlete, Brett understands the importance of planning ahead and preparing for any potential critical financial events. It is his priority to help all of his clients be prepared for and help guide them through these events.
Helping others as well as his work ethic is something he takes pride in and is always available at his client’s convenience.
MBA – Senior Investment Consultant
John Paul (JP) has worked in the financial services industry since 1996. During this time, JP has cultivated an extensive personal network of investment professionals, venture capitalists, portfolio managers and investment bankers. JP is currently working as a Senior Investment Consultant for a top tiered International Asset Management firm.
Previously, JP worked for years at Fidelity Investments as a District Vice-President, responsible for sales coverage for downtown Toronto brokers and financial advisors. JP’s insight and experience extends to global investment banking with RBC Capital Markets, and external fund services, while a National Sales Manager at TD Bank Financial Group. JP specializes in: Corporate strategy, investment risk management, and private equity.
JP holds a Masters of Business Administration (MBA) from the University of Toronto and a Bachelor of Arts (BA), in Political Science from Concordia University, in Montreal.
Kelvin K.C. Wong
CFA – Private Wealth Counsellor
Kelvin joined Private Wealth and Estate services in 2012. Prior to joining the Private Wealth Estate Services, Kelvin held a variety of increasingly responsible positions in the investment industry since 2003. He has worked as an Account Manager and a Financial Planner for Schedule A banks.
Most recently Kelvin has worked as a Regional Sales Director for a large private Investment/Insurance firm. In 2006, Kelvin obtained the Chartered Financial Analyst, CFA, designation which is widely recognized as the top international financial analyst designation. As a Private Wealth Counsellor with Private Wealth and Estate Services, Kelvin provides assistance by delivering value-added services to a select group of affluent and corporate clients.
CPA, CA – Tax & Estate Planning Consultant
Marco has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services in Toronto since May of 2012. After obtaining his Bachelor of Business Administration from York University in 1992, he obtained his Chartered Accountant designation in 1995. Shortly thereafter Marco completed the Canadian Institute of Chartered Accountants In-depth Tax Program.
Prior to joining Private Wealth & Estate Services, Marco had spent nineteen years as a public accountant with a big four accounting firm in Toronto. His primary area of focus was tax where he provided tax consultation services to small/medium sized private corporations and their shareholders. Marco assisted such clients with business succession planning, estate planning, corporate tax minimization and personal tax minimization.
Marco is a member of the Canadian Institute of Chartered Accountants and the Canadian Tax Foundation.
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