Your partner in personalized, full-service wealth management

With 24 years of experience in the financial services industry as an independent financial advisor, Alan Kruss brings a wealth of knowledge and expertise to his clients. He holds a Bachelor of Commerce from the University of Cape Town and has earned his CPA, CA, and Chartered Investment Manager (CIM) designations.

Alan’s mission is to empower his clients to achieve their financial goals with confidence and clarity. He believes in building strong, trust-based partnerships by prioritizing transparency and a deep understanding of each client’s unique needs. Through tailored strategies and personalized guidance, he helps clients navigate life’s challenges and opportunities, ensuring their wealth works for them today and for generations to come.

With a commitment to excellence and a client-first approach, Alan provides the insights and solutions necessary to help individuals and families secure their financial future with confidence.

With seven years of experience in financial services, Matt Kruss specializes in wealth management, focusing on financial planning, insurance, retirement planning, and investment advisory. He earned his Bachelor of Finance and Economics from Western University and obtained his Chartered Investment Manager (CIM) designation in 2024.

Matt’s mission is to empower his clients to achieve their financial goals with confidence and clarity. He believes in building lasting partnerships based on trust, providing personalized strategies to help clients navigate their financial journey. Inspired by his father, who has been a major role model, Matt is passionate about guiding individuals and families toward financial freedom. He finds great fulfillment in working closely with clients to align their financial decisions with their life goals and dreams.

With a commitment to excellence and a client-first approach, Matt is dedicated to helping his clients secure their financial future with confidence.

Karin is the team’s resource for all things “client,” optimizing the value we bring to our clients. Prior to joining The Kruss Group, she was a Financial Advisor at Sun Life Insurance and BMO Nesbitt Burns. In addition, Karin’s extensive experience as a c-level executive assistant and office manager ensures that our client’s administrative, research and investment-oriented requests are prioritized and met in a timely manner.

Since working in the financial services industry Karin has completed her Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), Wealth Management Essentials (WME), as well as her FSCO.

In her spare time Karin enjoys gourmet cooking, hiking, golfing and photography.