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. Her past roles have included MDRT Community Leader Chair for Canada and member of the Global Council.
Dana has a passion for financial education and donates her day periodically to Junior Achievement – teaching grade 7 and 8 students across Toronto.
When she is not in the office, Dana enjoys spending time with her husband Daniel, as well as being a loving mom to Grayson and Lauren. In her spare time she is an avid runner and hockey player.
Contact Dana with questions about your financial plan, or to just talk hockey.
As a Financial Security Advisor and Employee Benefits expert, Stephanie solves important financial problems and makes strategic recommendations that reflect the goals and objectives of our clients. Stephanie and Dana are a true team. They can even be caught golfing once a year to celebrate their anniversary. Don’t worry, they are much better at designing financial plans than they are at golfing.
She’s a busy wife to Stephen, a mother to Emma and Elise, and you might find her doing hot yoga or spinning and making all of us proud by giving back to her community.
Stephanie is an active member of the Executive for 100 Women Who Care Markham, an organization that provides tangible support to local charities. She is also on the board as Director, Policy and Procedure/Secretary for the Canadian Association of Executives and Entrepreneurs (CAWEE).
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 towards innovative solutions that always have their corporate philosophy in mind. She believes in regular open communication, in order to maintain long-term sustainable plans.
With a background in Sociology, Ashley joined Basis Wealth in 2013 with a passion for a better client service experience.
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, is how Ashley makes sure that our clients are always getting the best solutions for their employee benefits needs.
When not working with Basis, she volunteers at Variety Village, enjoys yoga, cooking, golf and exploring the great outdoors with family and friends.
Terasa Rausch
Certified Health Insurance Specialist and Investment Representative
CHS
A dedicated planner who works with her clients on both their wealth accumulation and plan protection goals, Terasa is a key member of the Basis Wealth team. With nearly 8 years 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 with her two daughters, Charlotte and Emily, and also spends time in our Toronto office. When she is not spending time with her little ones coaching baseball, soccer or playing in Pigeon Lake, she is helping young professionals and growing families plan for their future.
Community is very important to Terasa. She is a local Member of the Bobcaygeon Chamber of Commerce. She volunteers within the schools and daycares and local events such as the Bobcaygeon fall fair and parades in town for Canada Day. If you have not made your way up to Bobcaygeon, Terasa encourages you to come visit her vibrant home town.