Kurt Dunn B. Comm
As an Investment Funds Representative at Hub Capital Inc. Kurt has been assisting clients with retirement planning and advice for over two decades. Kurt holds a Bachelor of Commerce degree from the University of Windsor and has completed several industry courses over the years. Kurt believes the cornerstone of retirement planning is the recognition that everyone's economic and life situation is unique and that personalized service is essential when matching clients with the right financial products and services. When not at work Kurt enjoys golfing, concerts, and spending time outdoors with his wife Paulette, and two children, Erik and Meaghan.
William Wasyluk
After spending the first 20 years of his career as an account manager for a Fortune 100 company Bill transitioned to a financial planning role where he has spent the last 20 years doing what he enjoys most, helping individuals and their families invest for their future. Bill holds the Certified Financial Planner (CFP) designation. When not in the office Bill enjoys traveling with his wife Penny and spending time with his two daughters.
Jeff Janosik B.Comm, CFP, RRC
Jeff serves a Certified Financial Planner at Hub Capital with over 10 years’ experience in the financial services industry. He began his career in 2005 after studying Finance at St. Clair College and then graduating from the University of Davenport with his Bachelor of Commerce degree. He believes a commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan. Jeff enjoys spending time with friends and family. Favorite activities include, physical fitness, traveling, and cooking.
Elisa Soulliere
Elisa joined the team in 2014 as an Investment Administrator after over 5 years of experience working for Canada’s largest pharmacy chain. She has transitioned her strong customer service and interpersonal skills to ensure our clients receive the highest level of care when it comes to their account changes, investment purchases, and other services we provide. Outside of the office Elisa enjoys spending time with her husband Jerome and their two children.
Sue Light
Sue has been part of the Financial Services Industry for over 20 years. In 2014 she joined the team as an Investment Administrator where she plays a vital part of ensuring seamless and efficient day-to-day administration as it pertains to processing financial transactions, account setup, and appointment scheduling. When not in the office Sue enjoys spending time with her husband David and their two daughters.
Melanie Duquette
Melanie has served as Investment Administrator on the team for over 10 years. She holds a Bachelor of Commerce degree from the University of Windsor and is licensed to sell mutual funds. Melanie is well-qualified to assist clients in the administration of their investments and handle any inquiries. Melanie loves spending time with her friends and family, especially with her husband Trevor and their three young boys.
Monika Blata
Monika joined the team in 2016 as an Investment Administrator and received her CFP designation in 2022. As a young financial planner, she enjoys helping motivated individuals and families reach their financial goals. Her personal passion is to help clients with their tax planning, as she used to be an H&R Block tax preparer for many tax seasons. Monika graduated from Mendel University in Brno (Czechia) with a business economics degree. She was born and raised in Slovakia, but currently lives in Windsor, ON with her husband and two children. Monika loves reading books, travelling to different countries, and her favorite sport is skiing.
Rebecca Soulliere
Rebecca joined the team in 2019 as an Investment Administrator. After finishing a Theatre Arts – Technical Production diploma she took a temporary position covering for a team member and found a love for the Copper Tree Team and the clients they work with. She has now acquired a Mutual Funds license to assist in the Administration aspect of the office. In her free time, she enjoys reading, camping, gaming, and travelling.