With over a decade of financial planning experience, Ryan’s primary role with KPW is to guide clients through the life planning process.  He is a Registered Financial Advisor and Licensed Insurance Agent who currently holds the designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Certified Health Insurance Specialist (CHS).

Ryan is an advocate for lifestyle-based financial planning. He belongs to a global group of lifestyle financial planners and has written articles and conducted presentations showing people the power of proper financial planning.  He believes that every client deserves proper financial planning that is honest, unbiased, and robust. As lead of the KPW LIFE PLAN Team, Ryan follows a strict lifestyle focused and client-centered process that puts his clients’ needs and wants before anything else.   

In his off-time, Ryan is also a competitive dragon boater who races with the Hana Nui Red boat crew out of Pickering, Ontario.

Sergio Simone: Navigating Financial Success

Sergio Simone embarked on his financial services career back in 1979, immersing himself in the dynamic world of investment products. Over the years, he honed his expertise, becoming a recognized figure in the Canadian financial landscape.

From RJS Private Wealth to Pescara Fund of Funds

In the year 2000, Sergio founded RJS Private Wealth Management, a boutique firm specializing in hedge fund distribution. His mission? To connect retail and institutional investors with top-performing funds. Within just two years, RJS managed an impressive $150 million in hedge fund assets, both individually and institutionally.

But Sergio’s influence extended beyond numbers. He emerged as a thought leader, shaping alternative investment strategies. In 2002, he teamed up with Jovian Capital Corporation to launch the Pescara Fund of Funds—a multi-manager, multi-strategy fund focused on Canadian underlying managers. As the Chief Alternative Asset Strategist for Felcom Management Corporation, Sergio chaired an investment committee that skillfully navigated the hedge fund landscape. The Pescara Fund of Funds made waves, outperforming other Canadian multi-manager funds with an impressive 12.52% return in its inaugural year.

Educator and Advocate

Sergio’s passion extended beyond managing funds. He actively contributed to the industry. As a director of the International Hedge Fund Association, he championed alternative investment education. Sergio’s brainchild—the Certified Hedge Fund Specialist Course—empowered advisors and investors alike.

Public Speaker, Author, and Advisor

Sergio’s expertise led him to countless public speaking engagements. He penned insightful articles and advised mutual fund companies on hedge fund development. His commitment to excellence also saw him serve on various hedge fund-related boards.

Kleinburg Private Wealth: A Personal Touch

In 2006, Sergio established a private practice in the serene hamlet of Kleinburg, Ontario. Here, he provides hands-on financial advice to a select group of high-net-worth clients. Sergio’s journey continues, guided by a passion for financial success and a commitment to those he serves.

Kristina is a Certified Financial Planner® and a Chartered Financial Divorce Specialist™ with over 15 years of experience in the financial services industry.   

As a Lifestyle Financial Planner, Kristina helps clients navigate through various life stages, clarifying their financial needs, interests, and concerns to establish and achieve the lifestyle they envision. With extensive industry knowledge and an emphasis on sound financial planning, she has built a reputation as a trusted resource for her clients and peers.  

In her role as a Financial Divorce Strategist, acting as a financial neutral, Kristina uses her professional insight to help individuals navigate the financial complexities involved with separation and divorce.  Her priority is to ensure financial interests, tax adjustments, pension legislation, and future financial outcomes are considered while providing comprehensive evaluations. She uses her expertise and guidance to ensure clients are educated on the options so they can feel confident in making informed financial decisions.

Kristina’s strength is helping people financially plan for and manage life’s transitions, no matter the magnitude. Her educational foundation, ranging from a Bachelor of Arts Honours degree in Psychology to over a dozen industry accolades, truly highlights her passion for bridging the gap between wellness and wealth. She works closely with her clients to help them approach their finances from a position of greater knowledge, strength, and confidence.  

Kristina’s greatest achievement to date is raising her three young daughters to be strong, independent, and kind. She enjoys spending time with loved ones and being active, whether it's a simple nature hike or an intense cycling class! 

Rosy Ragno: Bridging Gaps and Nurturing Growth

Rosy Ragno brings a wealth of diversified skills to the team at KPW Financial. Her dynamic abilities have seamlessly filled crucial roles within the organization. Before joining Kleinburg Private Wealth, Rosy’s professional journey included a range of responsibilities:

Office Management: Rosy excelled in managing office operations, ensuring smooth workflows, and maintaining an efficient work environment.

Client Proposals: Crafting compelling client proposals was part of Rosy’s repertoire. Her attention to detail and client-centric approach made her an asset.

Customer Service: Rosy’s commitment to exceptional customer service left a lasting impression. She understood the importance of building strong relationships with clients.

Condo Management: Rosy’s multifaceted skills extended to condo management. She navigated the complexities of property management with finesse.

But Rosy’s story doesn’t end there. Beyond her professional duties, she found time to make a positive impact elsewhere:

Full Body Conditioning Classes: Rosy’s passion for fitness led her to teach Full Body Conditioning Classes for children. Her dedication to their well-being went beyond the office walls.

At KPW, Rosy continues to contribute significantly:

Customer Service: Rosy ensures clients receive top-notch service, addressing their needs promptly and professionally.

Efficient Systems: She manages a state-of-the-art paperless filing systems and spearheads the implementation of new administrative processes, streamlining operations.

Budget Oversight: Rosy keeps a watchful eye on the office budget, ensuring financial stability.

Rosy Ragno embodies versatility, dedication, and a commitment to excellence. Her impact extends far beyond her job description, making her an invaluable part of the KPW team.

At KPW, Rosy’s responsibilities include: customer service, managing filing systems; developing and implementing new administrative systems, such as record management; recording and managing the office budget.

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.