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Our team

The people behind your plan.

You work directly with Krystian, who brings more than 30 years of experience in investment and wealth management. Behind him is a dedicated team that makes sure every client is well looked after.

Portrait of Krystian Urbanski
Your advisor

Krystian Urbanski

CIM · CIWM · FCSI · PFP

Chief Retirement Strategist, RetirementIQ
Associate Portfolio Manager, Designed Securities Ltd.

Author of the upcoming book Retirement IQ: Enough for What? →

For more than three decades Krystian has worked across Canada’s investment industry, including more than 15 years as a senior vice-president. Today he brings clients’ income, investments, taxes and family decisions together into one retirement plan, and every client relationship is his.

Supporting your plan

A team that knows your file.

Portrait of Francis D’Andrade

Francis D’Andrade

Senior Consultant

Francis brings extensive senior leadership experience from Canada’s wealth management industry. As a senior executive at Altamira, he worked closely on building the firm’s client brand and the processes behind its client experience.

After Altamira, he founded his own boutique wealth planning firm, and he has held senior executive roles across the wealth management business. At RetirementIQ he helps shape how clients are served, from the first conversation through every review.

Portrait of Kinga Krawczykiewicz

Kinga Krawczykiewicz

Marketing and Client Communications

Kinga is a financial services marketing professional focused on building strong client relationships and trust. She specializes in brand development, client engagement and strategic communication.

At RetirementIQ she leads marketing and social media, and the communications that keep clients informed, including Sunday Coffee with Krystian.

Email
kinga@retirementiq.ca
Mobile
416 316 9418
Portrait of Emma Urbanski

Emma Urbanski

CRM and Data Associate

Emma keeps client records organized and up to date, so every conversation starts with accurate information and nothing falls through the cracks.

Alongside her studies, she is building her career in financial planning and wealth management, drawn to the business by a simple interest: helping people feel confident about their future.

Email
emma@retirementiq.ca
Work with us

Start with a conversation.

Book a complimentary Retirement Clarity Call with Krystian, or call 647 655 3627. Media and marketing enquiries can go to Kinga directly.