Our team is committed to engaging you in the wealth building process at a level that is comfortable to you, thus opening up the black box of investment management.
Arpad Komjathy, Certified Financial Planner
Daniel Mihalcea, Licenced Investment Assistant
Certified Financial Planner
Arpad received his undergraduate business degree with honours from the Richard Ivey School of Business and earned an MBA in Finance with honours in 2002 from the same university. He also has a Financial Services Underwriter diploma from Seneca College to adjudicate credit, and received his Certified Financial Planner (CFP) designation to build wealth for his clients. He has been a student of finance since 1990 when he purchased his first book on stock charting.
He began his journey on the investment advisory track even before earning his undergraduate degree when he joined a large international insurance company as an agent. After receiving his undergraduate degree in London, Ontario, he relocated to the Los Angeles office of Donaldson, Lufkin and Jenrette as an investment analyst before joining one of the technology spin offs of Union Pacific Railroad in Dallas, Texas. Working for these firms allowed Arpad to have an inside knowledge of how Wall Street (and Bay Street) keeps spinning investment stories and serves them to investors as investment opportunities when the investment climate is right. From these experiences, combined with his MBA and CFP, he distilled the unique wealth management approach that his clients enjoy today.
Arpad prides himself in taking a long-term view both in his business and personal life. In the tale of the hare and the tortoise, he is the latter. He shuns risk when others are greedy and euphoric, welcomes risk when probabilities favour his and his clients’ investment positions, and he does not mind to be lonely in his way of thinking for extended periods of time. As a first generation Hungarian immigrant who landed in Toronto by himself in his early twenties, he came full circle and made all the mistakes that can be made on his journey of life-long self discovery. He has been happily married since 2006, and he and his wife together gave life to four energetic kids – Anna, Laura, Mark and Sara – as part of their life legacy. In his limited free time Arpad enjoys reading, traveling, scuba diving and playing chess.
Licenced Investment Assistant
Daniel joined our firm in 2014 and his years of experience in customer service in various capacities is a definite asset to our firm. He has a deeply-rooted interest in the financial-planning profession and a strong passion for our clients. His friendly demeanour puts all our clients at ease when contacting our office.
Daniel has a Bachelor of Commerce undergraduate degree from the Ted Rogers School of Management at Ryerson University and is licenced by having completed the Canadian Securities Course to work alongside Arpad on client investment accounts. He lives in Thornhill and enjoys his 15-minute daily commute to our office. Outside of work he is passionate about automobiles, and he also enjoys traveling and working out to stay in shape.