Ted has served as a Senior Wealth Advisor, Senior Portfolio Manager, to affluent families, foundations, and corporations for over 35 years. With a focus on helping his clients accumulate, preserve, and manage wealth, Ted has built Velikonja Financial into a highly experienced private wealth management advisory practice. He and his team are committed to providing holistic family office services, and delivering global active investment strategies and custom solutions. Driven by an unwavering commitment to doing the right thing, has resulted in Ted building lasting multigenerational client relationships.

Ted attended King’s University College at Western University. He is actively involved in a wide range of philanthropic, industry, and community activities. Ted is a strong believer in giving back and is an advocate for research and innovation in the healthcare sector. He generously supports the London Health Sciences Foundation, and is philanthropically involved with a number of other local charities.

Outside of his commitment to build a lasting legacy for families, Ted is a passionate cyclist, enjoys cooking homemade Italian meals, and discovering new James Bond trivia facts. He resides in London with his wife, Carolynn. They enjoy a very close relationship with their three adult children.

Bill is dedicated to helping our clients in the areas of financial planning,  retirement, and income projection needs. He regularly meets with them to conduct portfolio reviews to ensure that their wealth plans are suitable to their evolving needs.

Bill has been working for the team for more than a decade. He holds a Financial Planning Services degree from Fanshawe College and was awarded as President's Honor Roll. A lifelong learner, he has completed his Certified Financial Planning designation (CFP®), his Life Insurance license, and the Certified Investment Manager (CIM®) designation.

When not working with clients, you can find Bill enjoying quality time with his wife and son. Baseball and football are among the sports he likes.

Connor joined Velikonja Financial in 2018, and is responsible for providing advice and counsel to private clients on all aspects of their financial affairs, as well as all business development initiatives.

Connor attended Western University where he obtained a Bachelor of Management and Organizational Studies degree, specializing in Finance. His commitment to professional development and continuous learning has earned him the prestigious designation of Chartered Financial Analyst (CFA), and is a member of the Toronto CFA Society.

Connor is a firm believer in giving back. He serves as Investment Committee Chair and Board Member at Children’s Health Foundation, as well as a Board Member of Matthews Hall Independent School.

In his free time, you will find Connor enjoying all sports, including cycling, hockey and squash. On top of this, he is also an avid reader and enthusiastic guitar beginner.

Kevin is an integral part of our team.  He oversees all internal systems and client services to ensure your experience with Velikonja Financial lives up to your expectations. 

Kevin joined Velikonja Financial in 2010. Prior to joining the team, he spent the bulk of his career in the Information and Technology industry. Kevin is a graduate of Western University with a B.A. in Mathematics.

Outside of the office, Kevin enjoys spending time with his loving wife. He was born and raised in London, and his passions include long-distance running and golf. 

Adam has been with CIBC for over 11 years and with Velikonja Financial since 2015. He began his career in the financial services industry at the branch level, where he spent three years helping clients with their personal banking needs.

Adam is the friendly English voice you hear when you phone the office. He collaborates with Debbie on client account administration.

Adam was previously a professional musician and worked on cruise ships for 7 years before coming to Canada. Outside the office, more than anything Adam and his wife’s source of pride are their 2 kids. He enjoys preparing delicious meals for them. Adam is the man if you like classical music.