Waverley Wealth is a leader in financial education in the Greater Toronto Area. With an experienced team, we offer customized financial tips, investment, and estate planning ideas to help you make the best decisions for your life!  By sharing ideas with a community of like-minded individuals to connect and share their experiences, these decisions start to enhance your financial journey.

Our team is led by Janine Purves, a financial planner with over 20 years of experience. She has a wealth of knowledge in the industry and her primary focus is on the client experience to ensure they are equipped with the resources to feel confident in their ability to reach their financial goals.

We are committed to educate our clients and provide them with the confidence to make financial decisions while providing consistent support to reach their life goals.

So let’s start a conversation. Let’s share our knowledge and what tips and tricks have worked for us. We want to make sure you make the most of your money.

 

Our Team

small Janine Testimonial Photo.png

Janine Purves, CFP, CPCA, CCS

Chief Financial Educator

theteam@waverleywealth.ca | Phone: 905-707-5220

Janine Purves, CFP®, CPCA, CCS has made it her mission to help families, executives & entrepreneurs achieve the financial future they desire.  Janine’s passion for helping others is obvious by her strong connection with her clients, and resulted in her being voted “Best Financial Planner” in Richmond Hill (2015),  and most recently a recipient of the Richmond Hill Board of Trade Professional Services Award. Her expertise has led her to be a guest speaker in numerous conferences, featured on 105.9 The Region, and CBC radio, as well at CP24, and in The Globe & Mail and Toronto Star.

Creating Waverley Wealth is a way to continue the financial education journey, and ensure we all have access to the tools that can help each individual better understand and act upon the best decisions. 

Janine doesn't stop contributing when she leaves the office.  Her commitment to enhancing the community includes working with: RH Board of Trade,  Seneca College, The Aphasia Institute, Toastmasters, Co-Chairing The Joy of Aging, a fundraiser for Mackenzie Health Foundation, supporting the arts through RHCPA, McMichael Gallery, mental health at High Notes Gala.  She has been recognized for her contributions to the community with awards for Leading Women, Leading Girls from both the Federal and Provincial governments; she’s received the Literacy Award from the BWNYR, and was a 2017 Portraits of Giving honoree for Richmond Hill.

AS_edited_edited.png

Andrek Satkunarajah, CHS, B.Comm

theteam@waverleywealth.ca | Phone: 905-707-5220

Driven and passionate, Andrek Satkunarajah is a dedicated associate always eager to help provide any details our clients need.  As a Ryerson University graduate, with a specialization in Finance and a minor in Law, Andrek has continued his interest in the financial industry by becoming both insurance & securities licensed. He is continuing to build his expertise by completing more courses at this time.  He joined our team in 2013 and has been a critical part of making things happen.  That event you attended; the fundraiser you supported; the newsletter you just read; none of this would have happened without Andrek's diligence and expertise.  His goal is to provide a great experience for the client which he does by assisting in meeting preparation, insurance support, product analysis, marketing campaigns, coordinating client events and executing exceptional customer care.

After hours, Andrek of Richmond Hill Toastmaster Club as both the Treasurer and VP of Membership.  His role as ‘Joy of Aging’ Event coordinator for the last 5 events has helped raise almost $350,000 for Mackenzie Health Foundation. He enjoys going to the gym, listening to podcasts, watching movies and spending time with his wife and daughter.

JS_edited_edited.png

Janice Smith,B.A. ( Honours)

theteam@waverleywealth.ca | Phone: 905-707-5220

IMG_1731_edited.jpg

Jenna Trollope, B.Comm

theteam@waverleywealth.ca | Phone: 905-707-5220

Janice has been an integral part of the team just celebrating her 20 year anniversary. She graduated at the University of Toronto with an Honours BA.  Upon successfully completing her Canadian Securities Course (CSC) and Conducts and Practices Handbook Course (CPH), she joined Janine Purves in 1999.

As a key point of contact for clients, she makes sure all our compliance, and administrative requirements are met, so we can focus on assisting with planning, and getting your money invested for the future!

Janice is responsible for all administrative functions and completing all back-office processes.  Janice is also actively involved in assisting Janine Purves with financial & cashflow planning needs.  Her friendly & professional demeanor and highly organized nature mean customer service as a priority.  Need a quick update, have a question about your paperwork, need to update your address or beneficiary, Janice is the one to call.

Jenna graduated from the University of Ottawa with a Bachelor of Commerce (Honours) and is working on her Canadian Securities Course. She has worked in the public and private sectors for over a decade and has a passion for making financial literacy accessible to everyone and easy to understand.

 

She has assisted with the Joy of Aging since its inception as a volunteer and she joined the team in 2020. As our in-house tech expert, she is our primary content creator who runs our online platform.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.