At KAAP Financial Group, we help to guide your decisions by offering sound financial planning and investment advice.
We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Founder of KAAP Financial Group with total assets under management of approximately $100,000,000, Adam comes with 15 years of experience in the finance sector. One of Adam’s main focuses is building long-term relationships with all of his clients. With a mandate of quarterly reviews, and prudent advice, Adam’s clients continue to reap the benefit of following a process for continued growth.
Adam has access to industry professionals who assist in the process including accounting, tax mitigation, investment management, and intergenerational wealth management.
Adam enjoys playing the piano and keeping physically fit alongside spending time with his family.
As a partner at KAAP Financial Group, Mark’s charismatic character and ability to effectively work with his clients in improving their financial wellness stems from his 15-year career as an educator in the private school sector. Mark takes the time to understand the lives of each of his clients in order to properly assess where their planning needs reside, both now and into the foreseeable future.
At KAAP Financial Group, Mark specializes primarily in estate planning & private wealth solutions for families & corporations, ensuring that clients are well versed on their options to build and sustain their wealth and manage their risk throughout their financial lives.
Mark believes every client is different and so there is no ‘one size fits all’ when it comes to providing sound financial advice. Mark adds that when his clients speak, he listens attentively, because the more he understands what is happening in his clients’ lives, the better equipped he is to add value through advice.
Robert Simonetta brings vast knowledge to his clients through his 10 years of experience within the financial sector and his Bachelor of Commerce degree with a specialist in Finance and Economics from Rotman Commerce at the University of Toronto. As an associate financial advisor, Robert works with individuals and corporations to put forth a customized financial plan that fits their needs through the different life stages.
In addition to the value Robert brings to the table for his clients, he has an extensive group of individuals to offer advice on tax and estate planning along with other facets that complement an individual or corporations’ financial plan. Robert truly believes that surrounding himself with specialists in different fields will provide his clients with a holistic view allowing them to capture the most efficient and sound financial advice.
Robert spends any of his free time with family and friends or playing sports, specifically golf. He also spends his time furthering his education within the financial sector through designations that allow him to obtain greater knowledge to benefit his clients. Through his experiences and education, Robert provides an unparalleled service to his clients with his drive to ensure they are receiving excellent financial advice.
Experienced and knowledgeable financial security advisor ready to work with you to help meet your personal and your family’s financial security goals. When I’m not working with my clients, I enjoy giving back to my community. Hope to have the privilege to work together to help achieve your financial security goals.
Anthony brings 20 plus years of experience within the financial sector. He is dedicated to providing a great client experience that begins with a thorough discovery process to learn about and identify your specific requirements, circumstances, and long-term goals. He'll lead you through a one-of-a-kind discovery process that uses standard finance principles to identify the values that drive your personal vision of success and help you figure out what really matters to you.
He is committed to the financial well being of those he works with and closely monitors financial market trends to properly advise clients, delivering great value to his clients, helping them plan ahead for their short-term needs and long-term goals.
Anthony also keeps busy driving his 3 kids around between soccer, hockey and dance. With whatever spare time remains he enjoys watching sports.
Kristin comes to KAAP Financial with more than 20 years of customer service and administrative experience. Most notable are the several years she spent working as an Executive Assistant for various Financial Advisory firms across Toronto. Kristin values honesty and client satisfaction and goes above and beyond to ensure that the clients she interacts with are given prompt, efficient and cheerful service.
When she is not in the office, Kristin enjoys spending her downtime with her husband and two young sons.
Donna comes with over 30 years of customer service experience. Donna has been in her current role as an Executive Assistant for 10 years. In this role she manages administrative duties and client relations.
In her leisure time, Donna loves spending time with her family and friends.
When specialized expertise is required, We have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.
Alicia’s passion for business and interest in accounting came from her family’s entrepreneurial upbringing. It was here that she was exposed to many experiences and opportunities to learn what it really takes to run a successful business, both personally and professionally. Alicia understands firsthand the many challenges that come with turning a passion into an actual business, and all the facets that are required to make that come to fruition. She works closely with her clients to help navigate the seemingly overwhelming day to day operations and necessary infrastructure that so many small business owners can overlook when they are just getting off the mark. From managerial decisions about hiring and HR related policies, to payroll and sales tax compliance, Alicia draws on her 20 years of experience to bring value to her clients. When Alicia is not working, she can be found spending her free time with her family & friends and travelling to new destinations.
Antonio Calabria has over a decade of experience working closely with owner-managed businesses. He is a seasoned professional in tax compliance, tax planning; including optimization strategies, estate and succession planning, resolving disputes with the Canada Revenue Agency, and assisting with government funding.
Antonio graduated from the Schulich School of Business and became a Chartered Professional Accountant shortly thereafter. After completing his CPA, Antonio specialized in Tax, and successfully completed the In-Depth Tax Specialization - Income Tax as well as the In-Depth Tax Specialization - GST/HST.
Antonio’s passion for helping owner-managers grow their businesses while implementing best practices and tax optimization strategies was a key factor when becoming a founding Partner of VC Partners LLP. His unique experience in tax enables Antonio to provide unparalleled service to our clients.