Alex Kellermann CFP®, CLU, CIM, RRC
Alex Kellermann is a Senior Wealth Advisor and lead advisor at Kellermann Group Wealth Management, where he works with individuals, families and business owners to bring clarity and purpose to their financial lives.
Holding the CFP®, CLU, CIM and RRC designations, Alex brings a comprehensive perspective to wealth management, with a particular focus on retirement, tax, investment, insurance and estate planning. His approach begins with understanding what matters most to each client, then bringing the different aspects of their financial life together into a coordinated strategy.
Alex carries forward a family legacy in wealth management spanning more than four decades. Following his mother’s 38-year career as an advisor with IG Wealth Management, Alex assumed leadership of the practice, continuing its tradition of personal relationships while bringing his own modern perspective to financial planning.
For Alex, meaningful client relationships are built over time. He believes thoughtful advice should evolve as life changes, helping clients make informed decisions today while preparing for the opportunities, transitions and responsibilities ahead.
Outside the office, Alex enjoys travelling, staying active and, most importantly, spending time with his wife Meg, their son Beckett and their dog Finley.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett
Sneha Chapholkar B.Sc.
Sneha brings more than 15 years of financial services experience to her role as an Associate with IG Wealth Management. Her career has included roles with leading Canadian financial institutions, where she developed a strong foundation in banking, investment solutions and client relationship management.
As part of the Kellermann Group Wealth Management team, Sneha works closely with individuals and families to bring clarity and structure to their financial lives. She believes thoughtful advice begins with understanding each client’s priorities, values and long-term goals.
Her areas of focus include wealth accumulation, retirement planning, insurance strategies, tax-efficient investing and estate planning. Sneha is particularly passionate about making complex financial concepts easier to understand, helping clients feel informed and confident as they make important decisions about their wealth.
For Sneha, financial planning is about more than numbers. It is about understanding what clients want their wealth to accomplish and helping them make thoughtful decisions as their lives and priorities evolve. Her personal approach complements the team’s commitment to building enduring relationships and providing advice that evolves with each client.
Outside the office, Sneha enjoys travelling, discovering new restaurants and spending time with her Maltipoo, Beau.
“Success is not final, failure is not fatal, it is the courage to continue that counts.” — Winston Churchill
Sheri Wark
Sheri is a dedicated and dependable member of the Kellermann Group Wealth Management team, helping ensure clients receive a thoughtful, organized and seamless experience.
With a strong attention to detail and a natural ability to anticipate needs, Sheri plays an important role in keeping the day-to-day operations of the practice running smoothly. She takes pride in supporting both clients and the advisory team, helping coordinate the many details that contribute to a high level of personal service.
Sheri believes that exceptional client relationships are built through consistency, responsiveness and genuine care. Whether she is helping with an administrative request, coordinating next steps or supporting the team behind the scenes, her goal is to make every interaction as straightforward and positive as possible.
Her organized and dependable approach complements the team’s commitment to developing long-term relationships with clients and their families. Sheri values being part of a practice where clients are known personally and where attention is given not only to their financial needs, but also to the people and priorities behind them.
Outside the office, Sheri is a devoted wife and proud mother of two daughters. Family is an important part of her life and reflects the same sense of care and commitment she brings to her role each day.
“Behind every successful executive is an exceptional assistant who makes it all possible.”
Samantha Wark
Samantha is a recent business graduate and one of the newest members of the Kellermann Group Wealth Management team. She is excited to begin her career in financial services and continue developing her knowledge and experience.
Organized, detail-oriented and comfortable working in a busy environment, Samantha supports the team in providing clients with a thoughtful and seamless experience. She brings a positive approach to her role and takes pride in helping keep the many details behind each client relationship organized.
As she grows within the practice, Samantha looks forward to learning from the team, building relationships with clients and contributing to the high level of personal service that is central to Kellermann Group Wealth Management.