Meet Your Tall Oak Private Wealth Team

Shawn Jakupi, CFA^®, CFP^®

Portfolio Manager

Mehendi Kamani, CFP^®, CLU, CIM^®

Insurance & Estate Planning Advisor

Frank Turchi, Hons. BComm., CHS

Insurance & Estate Planning Advisor

JP Burlock, CIM^®, CFP^®

Portfolio Manager

Rob Sleegers, CFP^®, CLU, CIM^®, MPA

Financial Advisor

Fionn O'Flanagan, CIM^®

Financial Advisor

Alisha Krawiec

Registered Representative

Sajedah Azzam

Sales Assistant

Ardina Gubbels

Wealth Manager Assistant

Desirée Ford

Business Development Assistant

Betty Jakupi

Human Resources, Administrator

Cindy Morris

Financial Advisor Assistant

The discipline of having to put your thoughts in order with somebody else is a very useful thing.

Charlie Munger

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Meet Your Tall Oak Private Wealth Team

Contact Us