Our Team

Tristan Syrett is a Senior Financial Consultant at Mackie/Lowe Private Wealth Management, bringing 17 years of financial planning and customer service expertise to our practice. Using advanced computer simulation software, Tristan builds a Comprehensive Financial Plan by collaborating with our clients and incorporating personalized strategies tailored to their unique circumstances.

Tristan will specifically focus on:

• Building your comprehensive IG Living Plan
• Assisting with the implementation of your plan
• Coordinating, monitoring, and revising your plan as your individual circumstances evolve

Alfonsina Ruberto is an Associate Consultant at Mackie/Lowe Private Wealth Management, bringing over two decades of experience in the financial services and wealth management industry. She holds both the CPA and CFA® designations, which enhance her expertise in investment planning, tax strategies, and risk management. These accomplishments reflect her passion for continuous learning and her deep commitment to serving our clients.

Alfonsina will specifically focus on:

• Building your comprehensive IG Living Plan.
• Assisting with the implementation of your plan.
• Coordinating, monitoring, and revising your plan as your individual circumstances evolve.
• Ensuring personalized risk management strategies are in place in your plan.