Let's face it, you are looking for expert advice - and our job is to deliver it
No great thing happens in isolation, and that’s why we are thrilled with the team of experts we have cultivated and attracted. Meet our team whose entire focus is helping you achieve your goals.
A business leader and well-respected financial service professional, Dana heads up the Basis Wealth team. Her primary focus is the design and delivery of insurance and investment plans to meet her clients’ unique objectives.
Dana is a proud member of The Conference for Advanced Life Underwriting (CALU), an organization that promotes a deeper understanding of complex financial and tax initiatives for members and their clients.
She is also a member and active volunteer of the Million Dollar Round Table (MDRT) – The Premier Association of Financial Professionals. She has held various volunteer roles, including two terms on the Global Council. Dana also volunteers as a trustee for the MDRT Foundation.
When she is not in the office, Dana enjoys spending time with her husband and children. In her spare time she is an avid runner, hockey player and traveller.
Contact Dana with questions about your financial plan, or to just talk hockey.
Stephanie Kotsopoulos is passionate about protecting her clients through plans that are reflective of their needs and values. Stephanie is currently working towards her Chartered Life Underwriter (CLU) designation.
She began her career in 2009 in the insurance industry and in 2012 partnered with Basis Wealth to focus her practice on serving the unique needs and challenges of professionals.
Stephanie offers a variety of seminars throughout the year on financial planning practices and topics.
Married, with three young daughters, Stephanie is actively involved in her local community. She was most recently nominated for the RBC Canadian Women Entrepreneur Awards and has been featured on multiple podcasts.
Ed Postrozny
Wealth Coach
B.A. (Hons) Business, CFP, CLU, CH.F.C.
As our Founder, Ed always takes time to chat and connect with Basis Wealth clients – or anyone ahead of him in a line. He’s as known for being amiable as he’s known for developing and implementing results-focused financial plans.
Ed is also a proud life and qualifying member of the Million Dollar Round Table (MDRT).
Ed is a father, a grandfather, and a business leader who successfully transitioned his business to his daughter Dana, while remaining actively involved in the business. He always looks forward to golfing, coaching hockey, spending time with his grandchildren, and sharing his knowledge and wisdom with the Basis Wealth team and our clients.
Ashley Hatt
Manager of Group Benefits and Investments
B.A. (Hons), GBA
The world of employee benefits is complex. As our Manager of Group Benefits and Investments, Ashley guides her clients toward innovative solutions that always reflect their corporate philosophy. She believes in regular, open communication to ensure long-term, sustainable plans.
With a background in Sociology, Ashley joined Basis Wealth in 2013 with a passion for delivering an exceptional client service experience. In addition to her work in group benefits, Ashley also manages our day-to-day investment trading.
Ashley is proud to hold her GBA designation (Group Benefits Associate), held by leaders in the Group Benefits and Retirement field. This, along with years of experience, ensures that our clients consistently receive the best solutions for their employee benefits needs.
Outside of work, Ashley enjoys going to the gym, cooking, golf, and exploring the great outdoors with family and friends.
Terasa Rausch
Certified Health Insurance Specialist and Investment Representative
CHS
Terasa is a key member of the Basis Wealth team. With over a decade of experience, she holds her Certified Health Insurance Specialist (CHS) designation and is working towards her Chartered Life Underwriter (CLU) designation. She understands the importance of mitigating risk so you can achieve your financial goals.
Terasa lives in Bobcaygeon and works out of our Kawartha Lakes office while also spending time in our Toronto office. She lives with her two daughters, Charlotte and Emily. When she is not spending time with her little ones coaching baseball, dancing, figure skating or playing in Pigeon Lake, she is helping young professionals and growing families plan for their future.
Terasa is an active volunteer in the Bobcaygeon Community. If you have not made your way up to Bobcaygeon, Terasa encourages you to come visit her vibrant hometown.
Julie Mitchell-McEwen
Client Relationship Manager
CHS
Julie understands that life insurance is not just about financial security – it is about providing your loved ones with a legacy of protection and stability. She is dedicated to helping individuals and families navigate the complexities of life and health insurance.
With over a decade of industry experience, Julie acts like a quarterback, bringing together the experience of the Basis Wealth team to her long time clients.
In her free time, Julie loves spending time with her two daughters, Sienna and Sydney. She is an animal fanatic and adores all her animals.
Caroline Soares
Manager of Client Experience
As the Manager of Client Experience at Basis Wealth, Caroline plays a key role in supporting both clients and advisors. She brings deep expertise in client service and operations, ensuring every interaction is seamless and every process runs smoothly. Her client-first approach upholds the high standard of care that Basis Wealth is known for.
Caroline thrives in a collaborative team environment and is passionate about helping clients achieve their financial goals. Her dedication and professionalism make her a trusted point of contact for clients and colleagues alike.
Outside of work, Caroline enjoys discovering new restaurants and exploring scenic trails around Hamilton with her husband. She has a passion for playing the piano, chess, and heavy workouts at the gym. If you are ever travelling to Brazil, as a Brazilian, Caroline would be happy to share some travel tips with you.