People Behind Your Investment Journey
Meet the advisors and analysts who bring decades of market experience to help you navigate financial decisions with confidence.
Built on Real Market Experience
We started Droxo Fwitu because we noticed something troubling. Too many investment firms were pushing complex products without taking time to understand what their clients actually needed.
Our team comes from different backgrounds - portfolio management, market research, financial planning. But we share the same belief: investment guidance works best when it's straightforward and tailored to real situations.
Since 2018, we've been helping Canadians make sense of investment options without the jargon or pressure. We're not here to sell you the latest trend. We're here to build something that lasts.
How We Got Here
Seven years of learning, adapting, and staying focused on what matters.
The Beginning
Two advisors left larger firms to create something different. We opened our Port Stanley office with a simple goal: help people understand their investment options without overselling.
Market Volatility
The pandemic tested everything. We spent countless hours on video calls, walking clients through uncertainty. It taught us that staying calm and clear matters more than predicting markets.
Team Growth
Brought on three specialists - one in retirement planning, another in tax-efficient strategies, and a research analyst. Each addition came from client needs we kept hearing about.
Where We Are Now
Working with over 200 Canadian families. Still in the same Port Stanley location. Still focused on clear guidance over flashy promises. Looking ahead to expanding our educational resources this fall.
Core Team Members
The advisors you'll actually work with, not corporate headshots from headquarters.
Callum Hendrik
Senior Investment Advisor
Spent fifteen years at a major bank before realizing he preferred longer conversations over quick sales. Now specializes in helping clients transition into retirement without depleting savings too quickly. Outside work, he's usually fixing up his 1970s sailboat.
Sienna Valtonen
Portfolio Strategist
Came to us from institutional research where she analyzed market trends for pension funds. She has a knack for explaining complex concepts without making people feel lost. Runs our quarterly market reviews and doesn't sugarcoat when conditions get rough.
How We Actually Work
No Quick Fixes
Markets move in cycles. We build strategies that account for ups and downs rather than chasing short-term gains. Sometimes the best move is doing nothing at all.
Honest Conversations
If something doesn't make sense for your situation, we say so. Even if it means less business for us. Your financial security matters more than our quarterly numbers.
Regular Check-ins
Life changes. Markets shift. We schedule reviews twice a year minimum, but you can reach us anytime things feel uncertain. Most questions get answered same-day.
Education First
We'd rather spend an hour explaining how dividend taxation works than push you into something you don't understand. Informed clients make better long-term decisions.