FEATURED Excellence Awardee
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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www.nbfwm.ca/advisor/svetek-robinson-wealth-management.html
www.linkedin.com/in/edwardsvetek/?originalSubdomain=ca
svetekrobinsonwm@nbc.ca
905-272-7482
350 Burnhamthorpe Road West, Suite 603, Mississauga, Ontario, L5B 3J1
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2017 - Present
Tenure at
current position
22
Years in the industry
Excellence Awardee:
Svetek-Robinson Wealth Management, National Bank Financial
The W.A. Robinson Asset Management Award for Advisory Team of the Year (Under 10 Staff)
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The W.A. Robinson Asset Management Award for Advisory Team of the Year (Under 10 Staff)
Kraft Heinz - Wattie's
Excellence Awardee:
Mitchel Robinson, BA, MA, MBA, CFA
Senior Wealth Advisor & Portfolio Manager
Edward Svetek, BA, CMA, CPA, CFP, CIM
Senior Wealth Advisor &
Portfolio Manager
With 36 years of experience, Mitch has been developing and implementing Wealth Management Solutions and Investment Management Strategies since 1982. Mitch is responsible for the development and implementation of these Wealth Management Solutions for Svetek|Robinson Wealth Management. We use reliable and proven approaches to identify and satisfy client needs and goals while providing unparalleled financial guidance. Investment strategies developed and implemented are designed to meet our clients’ identified needs and goals while protecting and growing assets. Mitch has a BA and MA in Economics from the University of Guelph, an MBA from the University of Toronto and holds the Chartered Financial Analyst (CFA) designation. Mitch takes great pride in delivering financial guidance that is clear, concise and understandable. Mitch enjoys time with family and friends and outdoor activities including cycling, skiing and gardening.
Senior Wealth Advisor & Portfolio Manager
Mitchel Robinson, BA, MA, MBA, CFA
Edward has 28 years of experience in the Financial Services Industry and specializes in the development and implementation of personalized wealth planning strategies designed to achieve client goals and meet their needs.
Edward graduated McMaster University with a BA in 1988 and attended Wilfrid Laurier University for his post graduate CA credits. Edward has a love of learning demonstrated by his extensive credentials including the Certified Financial Planner (CFP) and the Certified Investment Manager (CIM) designations. Active in the community, Edward has a passion for hockey and coaches girls and boys in Burlington, Oakville and Stoney Creek.
Senior Wealth Advisor & Portfolio Manager
Edward Svetek, BA, CMA, CPA, CFP, CIM
Since 2009, as a fully independent ETF provider, Harvest has provided innovative products with a focus on quality that serve long-term investors and their advisors. These are ETFs that cater to the needs of the Canadian market, focusing on investors’ key goals: preservation of capital, growth opportunities, and steady income. Advisors and investors have responded to Harvest’s independence, reliability, and innovation helping to grow the firm’s AUM from under $1 billion at the end of 2020 to over 2.6 billion by August of 2022.
What Makes Harvest ETFs Unique
At Harvest ETFs we use a simple, powerful approach to investing. We begin by identifying growth industries or mega-trends.
Growth industries have strong long-term growth prospects powered by structural forces.
Mega Trends are areas of opportunity created by rapid changes in technology, social preferences, or economic circumstances. We then capture those opportunities by investing in high-quality businesses. We see high-quality businesses as the best companies to own for long-term capital appreciation.
We focus on these high-quality businesses because they have historically led growth industries and Mega Trends. They have also been key to creation and preservation of wealth over time. Therefore, we build our portfolios out of high-quality businesses.
When we believe a portfolio is well suited to income generation, we then apply a covered call strategy to it. This strategy generates consistent, tax-efficient monthly income for unitholders.
Those three key factors make the Harvest formula unique: the identification of growth industries or mega trends, a focus on high-quality businesses, and the use of covered call strategies where appropriate.
We are dedicated to this approach, and that makes it compelling. Its a straight forward, effective strategy for the creation and preservation of wealth.
Mitchel Robinson, BA, MA, MBA, CFA
Senior Wealth Advisor & Portfolio Manager
Edward Svetek, BA, CMA, CPA, CFP, CIM
Senior Wealth Advisor & Portfolio Manager
Leadership
With 36 years of experience, Mitch has been developing and implementing Wealth Management Solutions and Investment Management Strategies since 1982. Mitch is responsible for the development and implementation of these Wealth Management Solutions for Svetek|Robinson Wealth Management. We use reliable and proven approaches to identify and satisfy client needs and goals while providing unparalleled financial guidance. Investment strategies developed and implemented are designed to meet our clients’ identified needs and goals while protecting and growing assets. Mitch has a BA and MA in Economics from the University of Guelph, an MBA from the University of Toronto and holds the Chartered Financial Analyst (CFA) designation. Mitch takes great pride in delivering financial guidance that is clear, concise and understandable. Mitch enjoys time with family and friends and outdoor activities including cycling, skiing and gardening.
Senior Wealth Advisor & Portfolio Manager
Mitchel Robinson, BA, MA, MBA, CFA
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
1-10 Staff
Edward has 28 years of experience in the Financial Services Industry and specializes in the development and implementation of personalized wealth planning strategies designed to achieve client goals and meet their needs.
Edward graduated McMaster University with a BA in 1988 and attended Wilfrid Laurier University for his post graduate CA credits. Edward has a love of learning demonstrated by his extensive credentials including the Certified Financial Planner (CFP) and the Certified Investment Manager (CIM) designations. Active in the community, Edward has a passion for hockey and coaches girls and boys in Burlington, Oakville and Stoney Creek.
Senior Wealth Advisor & Portfolio Manager
Edward Svetek, BA, CMA, CPA, CFP, CIM
Mitchel Robinson, BA, MA, MBA, CFA
Senior Wealth Advisor & Portfolio Manager
Edward Svetek, BA, CMA, CPA, CFP, CIM
Senior Wealth Advisor & Portfolio Manager
Leadership
Kim has 20 years of experience in the financial services industry. Kim assists our team by organizing day to day processes, fulfilling client service needs, and administration requirements resulting in a high level of client satisfaction. Kim lives in Owen Sound with her husband, son and daughter. In her spare time, Kim enjoys playing volleyball, golfing and running. She is also active in both her teenage children’s sport activities. She participates in many local fund raising events in the Owen Sound area.
Senior Wealth Associate
Kimberly Papke
With 36 years of experience, Mitch has been developing and implementing Wealth Management Solutions and Investment Management Strategies since 1982. Mitch is responsible for the development and implementation of these Wealth Management Solutions for Svetek|Robinson Wealth Management. We use reliable and proven approaches to identify and satisfy client needs and goals while providing unparalleled financial guidance. Investment strategies developed and implemented are designed to meet our clients’ identified needs and goals while protecting and growing assets. Mitch has a BA and MA in Economics from the University of Guelph, an MBA from the University of Toronto and holds the Chartered Financial Analyst (CFA) designation. Mitch takes great pride in delivering financial guidance that is clear, concise and understandable. Mitch enjoys time with family and friends and outdoor activities including cycling, skiing and gardening.
Senior Wealth Advisor & Portfolio Manager
Mitchel Robinson, BA, MA, MBA, CFA
Edward has 28 years of experience in the Financial Services Industry and specializes in the development and implementation of personalized wealth planning strategies designed to achieve client goals and meet their needs.
Edward graduated McMaster University with a BA in 1988 and attended Wilfrid Laurier University for his post graduate CA credits. Edward has a love of learning demonstrated by his extensive credentials including the Certified Financial Planner (CFP) and the Certified Investment Manager (CIM) designations. Active in the community, Edward has a passion for hockey and coaches girls and boys in Burlington, Oakville and Stoney Creek.
Senior Wealth Advisor & Portfolio Manager
Edward Svetek, BA, CMA, CPA, CFP, CIM
Kimberly Papke
Senior Wealth Associate
Sean Joseph, B. Comm.,
CFP, CFA
Senior Wealth Associate
Sean has 10 years of experience in the financial services industry. Working with clients, Sean combines his knowledge of personal financial planning with investment management to create detailed financial plans designed to meet client needs and achieve their personal goals including retirement planning and business succession. Sean earned his Bachelor of Commerce from Ryerson University and has since achieved some of the most recognized designations within the investment and financial planning community. These achievements include the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst (CFA) designation.
Senior Wealth Associate
Sean Joseph, B. Comm., CFP, CFA
Kim has 20 years of experience in the financial services industry. Kim assists our team by organizing day to day processes, fulfilling client service needs, and administration requirements resulting in a high level of client satisfaction. Kim lives in Owen Sound with her husband, son and daughter. In her spare time, Kim enjoys playing volleyball, golfing and running. She is also active in both her teenage children’s sport activities. She participates in many local fund raising events in the Owen Sound area.
Senior Wealth Associate
Kimberly Papke
Kimberly Papke
Senior Wealth Associate
Sean Joseph, B. Comm., CFP, CFA
Senior Wealth Associate
Kim has 20 years of experience in the financial services industry. Kim assists our team by organizing day to day processes, fulfilling client service needs, and administration requirements resulting in a high level of client satisfaction. Kim lives in Owen Sound with her husband, son and daughter. In her spare time, Kim enjoys playing volleyball, golfing and running. She is also active in both her teenage children’s sport activities. She participates in many local fund raising events in the Owen Sound area.
Senior Wealth Associate
Kimberly Papke
Sean has 10 years of experience in the financial services industry. Working with clients, Sean combines his knowledge of personal financial planning with investment management to create detailed financial plans designed to meet client needs and achieve their personal goals including retirement planning and business succession. Sean earned his Bachelor of Commerce from Ryerson University and has since achieved some of the most recognized designations within the investment and financial planning community. These achievements include the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst (CFA) designation.
Senior Wealth Associate
Sean Joseph, B. Comm., CFP, CFA
Kimberly Papke
Senior Wealth Associate
Sean Joseph, B. Comm., CFP, CFA
Senior Wealth Associate
Sean has 10 years of experience in the financial services industry. Working with clients, Sean combines his knowledge of personal financial planning with investment management to create detailed financial plans designed to meet client needs and achieve their personal goals including retirement planning and business succession. Sean earned his Bachelor of Commerce from Ryerson University and has since achieved some of the most recognized designations within the investment and financial planning community. These achievements include the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst (CFA) designation.
Senior Wealth Associate
Sean Joseph, B. Comm., CFP, CFA
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winner:
The W.A. Robinson Asset Management Award for Advisory Team of the Year (Under 10 Staff)
TMG The Mortgage Group
Svetek-Robinson Wealth Management, National Bank Financial
With over 50 years of combined experience in the investment industry, our clients benefit from a dedicated advisor and delegated investment management. Our clients trust us to look beyond the dollar value of their portfolio and to keep them on track to meet their financial goals, whether that be home ownership, retirement, or succession planning to name a few.
Time is our most valuable resource and are goal is to create time for our clients by professionally managing their savings. Giving our clients the peace of mind to focus on what is most important.
Michael Russell, B. Comm.,
CFA, CFP
Senior Wealth Associate
Michael has 12 years of experience in the financial services industry and is the primary trader for the group, responsible for implementing our investment strategies, rebalancing portfolios and conducting pre and post tradeanalytics. Michael also supports our Investment Strategies Committee by monitoring and updating investment
strategies, performing fundamental research and conducting portfolio reviews for new and prospective clients. Michael has a Bachelor of Commerce from the University of Guelph, holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designation.
VP National Sales
Michael Russell, B. Comm., CFA, CFP
Michael Russell, B. Comm., CFA, CFP
Senior Wealth Associate
Michael has 12 years of experience in the financial services industry and is the primary trader for the group, responsible for implementing our investment strategies, rebalancing portfolios and conducting pre and post tradeanalytics. Michael also supports our Investment Strategies Committee by monitoring and updating investment strategies, performing fundamental research and conducting portfolio reviews for new and prospective clients. Michael has a Bachelor of Commerce from the University of Guelph, holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designation.
Senior Wealth Associate
Michael Russell, B. Comm., CFA, CFP
Michael Russell, B. Comm., CFA, CFP
Senior Wealth Associate
Michael has 12 years of experience in the financial services industry and is the primary trader for the group, responsible for implementing our investment strategies, rebalancing portfolios and conducting pre and post tradeanalytics. Michael also supports our Investment Strategies Committee by monitoring and updating investment
strategies, performing fundamental research and conducting portfolio reviews for new and prospective clients. Michael has a Bachelor of Commerce from the University of Guelph, holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designation.
Senior Wealth Associate
Michael Russell, B. Comm., CFA, CFP
