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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Bennett Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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About our team

Meet the team

Kevin Bennett,

Kevin Bennett,

Wealth Planner

Jane Qu, CFP®, QAFP®, CSC®

Jane Qu, CFP®, QAFP®, CSC®

Wealth Planner

Sameer Amin, MBA, CIM®

Sameer Amin, MBA, CIM®

Supervising Portfolio Manager

Narges Khalili

Narges Khalili

Associate Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • At The Bennett Group, clients are at the heart of everything we do. We focus on building meaningful, trust-based relationships, making every client feel valued and supported. This philosophy informs every decision we make when designing financial strategies for our clients. Every solution has to align with the specific client’s personal goals and situations.

  • The Bennett Group is committed to providing unbiased advice and clear communication throughout the entire financial planning process. Every interaction with clients is conducted with the utmost transparency and clarity. We strive for clients to trust us intrinsically and completely, being a partner they can rely on throughout their financial journey.

  • We always stay on top of the latest industry trends and market shifts, so our strategies can reflect what’s happening in the world, in real-time. We convey these shifts to clients through easy-to-understand content, like articles, podcasts, and videos. These ongoing updates help our clients feel confident about their financial decisions.

Supporting our community

The Bennett Group is committed to supporting equitable education opportunities for children in low-income communities. Through our involvement with First Book Canada, we support the removal of barriers to learning and the provision of essential resources to students and educators. Our support reflects our belief in a future where every child has access to quality education.

Through our contribution to SickKids, The Bennett Group supports groundbreaking research and world-class care for the children who need it most. Our involvement not only supports the improvement of treatments for children, but the experiences of their families. This underscores our dedication to bettering the lives of young patients, their loved ones and communities.

The Bennett Group is also committed to promoting greater cultural awareness and harmony within Canada. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute towards understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.