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Locations
CGA: Certified General Accountant
CFP: Certified Financial Planner |
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About Audentium Financial Corp.
Audentium Financial Corp. provides personal financial planning services. We help you achieve your financial goals by planning with you for your retirement, estate, life insurance and education.
We have been delivering outstanding service to our clients since 1998.
At all times, we:
- ...put you first – we are in service to you
- ...focus on planning
- ...consider the tax implications of all aspects of your portfolio
- ...plan specifically for you and your family
- ...monitor your investments
- ...keep your financial plan focused yet flexible
- ...stay in touch with you
- ...understand that our success emanates from your success
We know how important it is that all of the information you provide us with is treated with complete confidentiality. We assure you that your personal information will not be used in any way other than to give you the best advice and service.
For details on how we keep that promise, please see our privacy policy. |
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Joe Yalkezian | CGA, CFP
President
Head of Audentium Financial Corp
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Cobourg (Head Office)
191 University Avenue East
Cobourg, Ontario K9A 4X6
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tel: 905.377.9010
fax: 905.373.0645
toll free: 1.877.877.5601 |
| joe@audentium.com |
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Michelle Kamerman | CGA, CFP
Chief Compliance Officer |
Cobourg (Head Office)
191 University Avenue East
Cobourg, Ontario K9A 4X6
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tel: 905.377.9010
fax: 905.373.0645
toll free: 1.877.877.5601 |
| michelle@audentium.com |
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Grant Matossian | CGA, CFP
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Toronto
106 Bretton Circle
Markham, ON L3S 3P9
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tel: 905-472-4539
fax: 905-472-2016
toll free: 1-877-317-4539 |
| grant@audentium.com |
I have been working with Joe as an accountant since May 2005, but I met him prior to that working on behalf of the Hayastan Foundation Canada. In March 2006, I started working for Audentium Financial as a financial advisor. I hold a Bachelor of Commerce from Ryerson University and hold a CGA designation. I have a background in Accounting & Taxation, which helps me to better serve my clients with their financial planning.
During my time at Ryerson, I was the President of the Armenian Students' Association. I continue to be involved in supporting the Hayastan Foundation Youth Committee. |
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| Adrian Short | CGA, CFP |
Bowmanville
36A King Street East
Bowmanville, ON L1C 1N1
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tel: 905-697-9629
fax: 905-967-5717 |
| adrian@audentium.com |
I am an associate advisor with Audentium Financial Corp. Over the past 10+ years, I have gathered a wide variety of experience helping individuals and businesses manage their financial goals and obligations.
I also own and operate an accounting and tax practice in Bowmanville.
Every now and then I take a break and spend time trying to keep up with my active toddler.
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| Tom Allen | CGA, CFP |
Ajax
57 Leech Drive
Ajax, ON L1S 7B5
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tel: 905-683-7636
fax: 905-683-9446 |
| tom@audentium.com |
I have been in public practice as an accountant since 1995 and as a financial planner since 1999.
I am fully licenced to advise and sell mutual funds, and have recently obtained my life insurance licence which further broadens my ability to be of service to clients.
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