No great thing happens in isolation, and that’s why we are thrilled with the team of experts we have cultivated and attracted. Let’s face it, you’re looking for expert advice – our job is to deliver it. Meet our team whose entire focus is helping you achieve your goals.

Dana	Ed	Stephanie	Ashley	Luiza	Emma

 

Dana Mitchell
Principal
B.Comm, CFP, CLU, CHS

A business leader and well-respected financial service professional, Dana heads up the Basis Wealth team. Her primary focus is the design and delivery of insurance and investment plans to meet her clients’ unique objectives.

Dana is a proud member of The Conference for Advanced Life Underwriting (CALU), an organization that promotes a deeper understanding of complex financial and tax initiatives for members and their clients.

She is also a member and active volunteer of the Million Dollar Round Table (MDRT) – The Premier Association of Financial Professionals. Her past roles have included MDRT Community Leader Chair for Canada and member of the Global Council.

Dana has a passion for financial education and donates her day periodically to Junior Achievement – teaching grade 7 and 8 students across Toronto.

When she is not in the office, Dana enjoys spending time with her husband, Daniel, as well as being a loving mom to Grayson and Lauren. In her spare time she’s an avid runner and hockey player. Contact Dana with questions about your financial plan, or to just talk hockey.

 

Ed Postrozny
Wealth Coach
B.A. (Hons) Business, CFP, CLU, CH.F.C.

As our Founder, Ed always takes time to chat and connect with Basis Wealth clients – or anyone ahead of him in a line. He’s known for being amiable as he’s known for developing and implementing results-focused financial plans.

Ed is also a proud life and qualifying member of the Million Dollar Round Table (MDRT).

Ed’s a father, a grandfather, and a business leader who successfully transitioned his business to his daughter Dana, while remaining actively involved in the business. He always looks forward to golfing, coaching hockey, spending time with his grandchildren, and sharing his knowledge and wisdom with the Basis Wealth team and our clients.

 

Stephanie Kotsopoulos
Partner

As a Financial Security Advisor and Employee Benefits expert, Stephanie solves important financial problems and makes strategic recommendations that reflect the goals and objectives of our clients. Stephanie and Dana are a true team. They can even be caught golfing once a year to celebrate their anniversary. Don’t worry, they are much better at designing financial plans than they are at golfing.

She’s a busy wife to Stephen, a mother to Emma and Elise, and you might find her doing hot yoga or spinning and making all of us proud by giving back to her community.

Stephanie is an active member of the Executive for 100 Women Who Care Markham, an organization that provides tangible support to local charities. She is also on the board as Director, Policy and Procedure/Secretary for the Canadian Association of Executives and Entrepreneurs (CAWEE).

 

Ashley Hatt
Manager of Group Benefits
B.A. (Hons), GBA

The world of employee benefits is complex. As our Manager of Group Benefits, Ashley guides her clients towards innovative solutions that always have their corporate philosophy in mind. She believes in regular open communication, in order to maintain long-term and sustainable plans.

With a background in Sociology, Ashley joined Basis Wealth in 2013 with a passion for a better client service experience.

Ashley is proud to hold her GBA designation (Group Benefits Associate), held by leaders in the Group Benefits and Retirement field. This, along with years of experience, is how Ashley makes sure that our clients are always getting the best solutions for their employee benefits needs.

When not working with Basis, she volunteers at Variety Village, enjoys yoga, cooking, golf and exploring the great outdoors with family and friends.

 

Luiza Zawada
Manager of Insurance Planning

Luiza is the Manager of Insurance Planning and Dana’s right hand. In her role as Manager of Insurance Planning, Luiza streamlines the underwriting process and communicates between the insurance companies and clients to ensure the policies are underwritten as quickly as possible. Luiza also provides service for all individual insurance products and is happy to assist our clients with any questions or concerns they may have.

In her spare time, Luiza enjoys reading, listening to audiobooks, and spending time with her dog, Reign.

 

Emma Tetelbaum
Manager of Client Services
B.A. (Hons)

Emma is the glue that holds the working parts of our organization together. She has a knack for all the fine details and critical work that ensures our clients have the best experience possible. She also manages the investment processing side of things so if you ever have any investment related questions, she’s the one to go to.

She also loves to spend time with her family, paint, draw, and bake. Will you find some of her paintings hanging up in our office? Come visit us and find out!

 

 

Contact us today! (416) 552-3004 ext. 0, or info@basiswealth.ca