Skip to content
Tall Oak Private Wealth logoTall Oak Private Wealth logo.
  • Home
  • Who We Advise
    • Who We Advise
    • Physicians and Medical Professionals
    • Established Entrepreneurs and Business Owners
    • Wealthy Families
    • Farm Families and Businesses
  • Your Team
    • Your Team
    • About Us
    • Shawn Jakupi
    • Mehendi Kamani
    • Ben Legge
    • David Szalkai
    • Frank Turchi
    • JP Burlock
    • Rob Sleegers
    • Fionn O'Flanagan
    • Alisha Krawiec
    • Sajedah Azzam
    • Ardina Gubbels
    • Desirée Ford
    • Betty Jakupi
    • Cindy Morris
    • Our Partners
    • About Raymond James
  • Our Services
    • Our Services
    • Wealth Advisory
      • Wealth Advisory
      • 5 Year Wealth Plan
      • Retirement VIEW
      • Risk Management
      • Estate Planning
      • Legacy Planning
      • Charitable Giving
      • Family Services and Pricing
      • Cross-Border Services
    • Investment Advisory
    • Business Advisory
      • Business Advisory
      • Business Consulting
      • Business Transitions
      • Risk Management Strategies
      • Wealth Strategies
  • Blog
  • Events
  • Contact Us
    • Contact Us
    • Careers
  • Client Access
    • Client Access
    • CA Client Access
    • US Client Access
  • Tall Oak Private Wealth
    140 Fullarton St. Suite 1001 London, ON N6A 5P2 T: 519.601.9150 F: 519.601.9151 TF: 855.201.6635
    Map and Directions Map and Directions

Meet Your Tall Oak Private Wealth Team

Shawn Jakupi
Shawn Jakupi, CFA®, CFP®
Portfolio Manager
Mehendi Kamani
Mehendi Kamani, CFP®, CLU, CIM®
Portfolio Manager
Ben Legge
Ben Legge
Portfolio Manager
David Szalkai
David Szalkai, MBA
Insurance & Estate Planning Advisor
Frank Turchi, Hons. BComm., CHS
Insurance & Estate Planning Advisor
JP Burlock
JP Burlock, CIM®, CFP®
Portfolio Manager
Rob Sleegers
Rob Sleegers, CFP®, CLU, CIM®, MPA
Financial Advisor
Fionn O’Flanagan
Fionn O'Flanagan, CIM®
Financial Advisor
Alisha Krawiec
Alisha Krawiec
Registered Representative
Sajedah Azzam
Sajedah Azzam
Sales Assistant
Ardina Gubbels
Ardina Gubbels
Wealth Manager Assistant
Desiree Ford
Desirée Ford
Business Development Assistant
Betty Jakupi
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
twitterfacebookenvelope

Contact Us

Tall Oak Private Wealth logoTall Oak Private Wealth logo
  • 140 Fullarton St. Suite 1001 London, ON N6A 5P2
  • T: 519.601.9150
  • F: 519.601.9151
  • TF: 855.201.6635
  • Map & Directions
  • Map & Directions

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.

© 2022 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

IIROC Logo
Advisor Report