The Plentai-Lewis Group
About Our Group
The depth of our team and the experience that has gone into our disciplined process brings comfort and confidence to successful families and institutions. Clients have said that by working with our team and using the Plentai-Lewis Process, they have greater peace of mind.
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The Plentai-Lewis Group Members:
| Milan "Michael" Plentai, BEcn, CFP, CIMA Senior Investment Advisor Milan is a founding partner of The Plentai-Lewis Group. He has over 20 years experience in the financial service industry and the prestigious designation of Certified Investment Management Analyst (CIMA). He focuses on independent investment selection, equity research and personalized portfolio management for a select group of clients. |
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Robin Lewis, CFP, PFP Investment Advisor Robin is a partner of The Plentai-Lewis Group at Wellington West Capital Inc. He has over 32 years of financial industry experience and his focus includes: Financial planning as a Certified Financial Planner (CFP), income and asset protection, investment selection, portfolio manager selection and portfolio management. | |
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Gail Belchior, BA / BEd, PFP Associate Advisor Gail has over 13 years in the financial services industry. Her emphasis is on team operations and client account service ensuring a high level of client support. |
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Lori Berry Administrative Assistant Lori has over 28 years of administrative experience. Client service is a priority as Lori focuses on account documentation and regulatory administration for the opening of accounts and the transfer of assets. | |
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Bogue Clark Administrative Associate Bogue has over 23 years of financial industry experience. Bogue focuses on client service, administration, and client requests to ensure each client experience is consistent and rewarding. |
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