Meet Your Tall Oak Private Wealth Team

Shawn Jakupi, CFA^®, CFP^®

Portfolio Manager

Mehendi Kamani, CFP^®, CIM^®, CLU, PM

Insurance & Estate Planning Advisor

Frank Turchi, Hons. BComm., CHS

Insurance & Estate Planning Advisor

Rob Sleegers, CFP^®, CLU, CIM^®, MPA

Financial Advisor

Fionn O'Flanagan, CIM^®

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

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Meet Your Tall Oak Private Wealth Team

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