Meet Our Team
Sergio Simone
Registered Financial Advisor
Sergio Simone started his career in the financial services industry in 1979 mainly in the distribution of investment products. In 2000 Sergio formed RJS Private Wealth Management, a firm specializing in the distribution of hedge funds to retail and institutional investors. Over a period of 2 years the firm was managing in excess of $150 million of hedge fund assets, both individually and institutionally.
Many people considered Sergio a figurehead for the Canadian Hedge Fund industry and one of Canada’s leading authorities on alternative investment strategies. In 2002 he entered into a joint venture with Jovian Capital Corporation to launch the Pescara Fund of Funds, a Multi-manager, Multi-strategy fund of funds specializing in Canadian underlying managers. Sergio became the Chief Alternative Asset Strategist for Felcom Management Corporation, the Portfolio Manager for the Pescara Fund of Funds, where he chaired a six member investment committee to manage the hedge fund. In its inaugural year The Pescara Fund of Funds led all other Canadian Multi-Manager, Multi-Strategy funds with a 12.52% return.
During his tenure with Jovian Capital, Sergio, a director of the International Hedge Fund Association, was elected as the founding president of the Canadian Chapter of the Hedge Fund Association. Providing Alternative Investment education to advisors and investors became one of his main ambitions and goals. To that end he was responsible for creating and chairing a committee of Canada’s premier hedge fund personalities who, along with Strategy Institute created the Certified Hedge Fund Specialist Course.
As a by-product of his position in the Canadian Hedge Fund industry, Sergio was inundated to make public speaking appearances, write articles, consult with Mutual Fund companies on hedge fund development and join a variety of Hedge Fund related boards.
In 2006 Sergio established a private practice in the hamlet of Kleinburg, Ontario to provide hands-on financial advice to a few select high net-worth clients.
Ryan Simone, CLU, CHS, CFP
Registered Financial Advisor and Licensed Insurance Agent
Ryan is a Registered Financial Advisor and Licensed Insurance Agent who currently holds the designations of Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS), and Certified Financial Planner (CFP). His experience in the investment industry goes back more than a decade. While in high school, Ryan worked part-time at his father’s investment dealer helping advisors with various office tasks such as filing paperwork and mailing statements. After graduating high school, Ryan advanced his work in the industry as an inside sales representative for a firm that marketed hedge funds to financial advisors with high net worth clients.
Enjoying his time in the hedge fund sector, Ryan still held a strong desire to attend university and earn a graduate degree. Never being one to turn down a personal challenge, Ryan enrolled at Carleton University in Ottawa where he went on to earn, with honors, a B.A. while also earning a minor degree in Technology Studies. After earning his undergraduate degree, Ryan furthered his studies and completed a Master’s Degree in Risk Management during which he wrote his graduate thesis titled: Cascading Failure in Critical Infrastructure – An Actor-Network Analysis.
Succeeding in his goal of earning a university degree, Ryan wished to enter back into the same industry that he had grown up. Armed with an educational background that provided a unique understanding of the same global systems that influence financial markets, Ryan felt more than ready to re-enter the financial industry. In early 2014 he joined Kleinburg Private Wealth as a Financial Advisor.
Today, Ryan leads the KPW LIFE PLAN Team which specializes in creating and monitoring customized life plans for KPW clients.
Kristina de Souza, CFP
Registered Financial Advisor and Licensed Insurance Agent
Kristina completed her studies at the University of Guelph in 2009, achieving a Bachelor of Arts degree, with Honours in Psychology. During her studies in Guelph, she completed an undergraduate thesis project in the Child Development Research Unit.
Upon graduating from university, Kristina began working at Kleinburg Private Wealth Management. It did not take long for her to realize this was the career path she wanted to pursue. In 2011, she completed her first industry course, the Canadian Securities Course, and shortly thereafter became a fully licenced and practicing mutual fund representative. Shortly thereafter, she successfully completed the Life License Qualification Program, achieving the LLQP full-life license. This was only the beginning of a decade-long period of tackling industry courses. Through her ongoing studies she has completed the Branch Managers Course, obtained a Certificate in Advanced Mutual Funds Advice as well as a Certificate in Advanced Financial Advice. Kristina is fully licensed to offer advice on various forms of investments and insurance including the following: Life, Disability, Employee Benefits, Accident and Sickness and Critical Illness Insurances. Her most recent achievement has been obtaining the Certified Financial Planner (CFP) designation. Kristina’s passion for learning has been an asset to her success in this dynamic industry. She plans to continue to take various courses throughout her career as she feels information and knowledge will be the keys to her success as an advisor.
She argues that her greatest achievements of all are her 3 young daughters who help keep her grounded and (very) busy. Kristina is grateful to be a part of an industry that has enabled her to grow professionally and pursue her passion, all while still maintaining what she feels is most important—her family.
Along with her continuing education Kristina spends her professional time writing articles, analyzing global macro events while staying abreast of the markets through constant research. In her free time Kristina enjoys working out, enjoying the outdoors, travelling, and spending time with her family
Rosy Ragno
General Manager
Rosy’s diversified and dynamic job skills have filled a gap at KPW. Prior to joining Kleinburg Private Wealth, Rosy’s responsibilities included office management, client proposals, customer service and condo management.
While performing these duties Rosy still found time to teach Full Body Conditioning Classes for children. As a martial arts specialist, Rosy has also taught children the discipline of Mixed Martial Arts.
At KPW, Rosy’s responsbilities include: customer service, managing filing systems; developing and implementing new administrative systems, such as record management; recording and managing the office budget.
Katrina Van Rhee
Office Manager
Katrina joined Kleinburg Private Wealth in the summer of 2020 with a long history of working with people. Having graduated in 2004 with a Bachelor of Applied Science with Honors in Gerontology from the University of Guelph, Katrina spent almost two decades working with vulnerable and aging individuals in the Durham Region community. She also holds a Certificate in Volunteer Management from Sir Sanford Fleming College.
Katrina’s responsibilities at Kleinburg Private Wealth include advisor support and management of the day-to-day operations of the KPW Pickering office.
Katrina Van Rhee
Office Manager
Katrina joined Kleinburg Private Wealth in the summer of 2020 with a long history of working with people. Having graduated in 2004 with a Bachelor of Applied Science with Honors in Gerontology from the University of Guelph, Katrina spent almost two decades working with vulnerable and aging individuals in the Durham Region community. She also holds a Certificate in Volunteer Management from Sir Sanford Fleming College.
Katrina’s responsibilities at Kleinburg Private Wealth include advisor support and management of the day-to-day operations of the KPW Pickering office.
Roberta Di Petta
Enthusiasm, dedication, and drive are just a few words peers use to describe Roberta Di Petta. With nearly two decades of customer relations and service experience, managing two successful businesses, she knew it was time to take this momentum to the next level and fuel her passion for the financial services field.
Roberta was first introduced to Kleinburg Private Wealth as a client over a decade ago. We are thrilled to have her join our team, as an associate to Kristina de Souza, CFP. Roberta is a licensed life insurance advisor. Part of her insurance offerings will include Life, Critical Illness, Accident and Sickness, Disability, and Group Benefits.
Now that her children are (most often) self-sufficient adults, she finds time to support and volunteer with the Bolton Kinsmen. She feels it is rewarding and a privilege to help within her community, specifically, with fundraising and assisting senior residents.
Some of the goals she has set, which she surely will achieve, is to get her motorcycle licence, visit and experience other parts of Canada, and maybe even parachute someday.
We are so pleased to welcome her to our team.
Sergio Simone
Bio / Contact
Ryan Simone
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Kristina de Souza
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Rosy Ragno
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Katrina Van Rhee
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