Having the right guide changes everything

Ogi has been in the financial services industry since 2016. Prior to founding Ascend Wealth, Ogi worked with one of Canada’s top investment management firms, where he led a high-performing team focused on helping financial advisors achieve their goals through consultation on investment strategies, market insights, and tax-efficient solutions.

He has had the unique opportunity to collaborate with and learn from some of the industry’s leading investment professionals. Now, he brings that expertise directly to individuals, families, and business owners, with a mission to guide clients through their financial journeys with personalized, unbiased advice rooted in a client-first philosophy.

Ogi’s credentials include:

Chartered Financial Analyst (CFA®) designation – the highest distinction in the investment management profession, recognized as the gold standard for demonstrating expertise in financial analysis, portfolio management, and ethical standards.

Certified Financial Planner (CFP®) certification - considered the gold standard in financial planning, signifying that he has the knowledge, skills, experience, and ethics required to assess clients’ entire financial picture at the highest level of complexity.

Master of Business Administration (MBA)

Honours Bachelor’s Degree

Continuous growth is at the core of Ogi’s practice. He is committed to delivering the best possible outcomes for clients by investing in ongoing personal and professional development.

Ogi’s focus has always been on delivering measurable results, building lasting relationships, and prioritizing his clients’ best interests.

Outside of work, Ogi enjoys family time, exploring new places, golfing, and spending time outdoors.

‍

‍

Mike joined the Windsor office in September 1999 as a financial advisor, after spending the previous 12 years working as an engineer/manager in the natural gas industry.

Mike graduated from McMaster University in 1987 with a Bachelor of Engineering and Management. He then earned a Master of Business Administration from the University of Windsor in 1992.

Mike has been a Certified Financial Planner (CFP) since 2001 and has been a member of Advocis since 2002.

Although he can assist clients in many areas of financial planning, Mike is most interested in retirement income planning for clients who are approaching or in retirement.

Mike is an avid football and hockey fan and enjoys playing golf in his spare time.

Brenda has been with the Windsor office since it was founded in 1987. She was the original branch administrator and began transitioning to a financial advisory role in 2000.

Brenda became a full-time financial advisor in 2016, when she assumed responsibility for the clients of a retiring advisor.

Brenda has been a Certified Financial Planner® (CFP) since 2004 and has many years of income tax preparation experience.

Nadrine joined the Windsor office in January 1998 as a financial advisor, after spending the previous 9 years working as a Financial Services Manager at a major Canadian bank.

Nadrine graduated from the University of Cairo in 1981 with a Bachelor of Commerce (major in Accounting). She completed a Special B. Comm with a major in Finance from the University of Windsor in 1989, and then earned a Master of Business Administration from Lawrence Technological University in 2007.

Nadrine has been a Certified Financial Planner® (CFP) since 2000.

David has been part of the Windsor office since 1996, with a 5-year hiatus spent developing and marketing paperwork automation software.

David received his Certified Financial Planner® designation in 1998 and has more than 25 years of income tax preparation experience.

In his spare time, David enjoys riding motorcycles.

Carrol joined the Windsor office in 1993 as a Client Services Assistant. Since then, she has at one point or another occupied every administrative role and performed every administrative task in the office, on both the investment and insurance sides of the business.

Carrol is a Licensed Assistant and continues to provide administrative support to all of the advisors in the branch.

Chelsea joined Investia in September 2017, having previously worked for a major food distributor for five years in a variety of customer facing roles.

Chelsea graduated from the University of Windsor in 2017 with a major in English Language and Literature, and a minor in French Studies. She is currently a Licensed Assistant working alongside Ogi Todorovic and Mike Safranyos.

‍

Chelsea has many years of customer service experience and strives to create an enjoyable experience with every client she encounters.

Outside of the office, Chelsea is a major foodie and enjoys trying new restaurants in the community. She also enjoys spending time outside and attending games involving Detroit’s professional sports teams