Jay Papernick & Maria Diaz

Jay Papernick, Hons. BA, CPCA, EPC

Senior Financial Advisor

Jay’s been at this for more than 25 years. He’s seen the industry change, markets change, products come in and out of fashion and has managed to help his clients grow and adapt at each step of the way. While starting off strictly as an Investment Advisor, Jay evolved into a true Generalist. Being able to identify where clients need to focus and help them clearly shape their goals and dreams while pointing out the risks has become Jay’s expertise. Every client should be “slightly uncomfortable” when it comes to their finances – this is one of Jay’s philosophies that has worked for the hundreds of families he’s dealt with over his career. Jay is a proud father and husband and works in his community in many different capacities – on the Board of his synagogue, running fundraisers for SickKids and more.

Maria Diaz

Senior Financial Advisor

Maria is the planner and partner in the practice. In her 12 years of experience, she’s played every role, understands what clients are looking for, what they need now and what they’ll need before they even ask for it. Maria’s focus is financial, tax and estate planning. Maria started out as an immigrant from Colombia and has become not only a Certified Financial Planner but will soon attain the Chartered Investment Manager designation. She enjoys traveling, running, and surfing.