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Stratis Tsapoitis, CPA, CMA

Stratis Tsapoitis, CPA, CMA

Biographical Info


As a CPA, CMA for 25 years I have helped companies improve their financial results. Through my volunteer work with CPA Canada I learned that there is a great need for personal financial planning. My goal is to help people create, increase, protect and transfer wealth through prudent financial planning principles, advice and service. Through Investors Group I am able to provide detailed personal financial plans for my clients that cover Six Disciplines of Financial Planning.

Volunteer Work:

Tax Clinics for low income individuals and persons with disabilities - CPA Canada

Financial Literacy Clinics – CPA Canada

Personal Interests:

Resident of Milton

Family, friends, photography, travel, reading

What Services Stratis Tsapoitis, CPA, CMA Offers?

Holistic Financial Plans which includes:

  • Investment Planning
    • Non-registered, TFSA, RRSP, RESP, RDSP
    • Securities, Mutual Funds ETF's, GIC's
  • Retirement Planning
  • Insurance Planning
  • Estate Planning
  • Tax Planning
  • Debt management
  • Mortgages/Loans/Lines of Credit
  • Banking Services


Stratis Tsapoitis, CPA, CMA’s Ideal Clients.

I enjoy educating adults of all ages, as to how best prepare for the future. 

My ideal clients, who I REALLY enjoy working with, are young families.

The reason why I enjoy working with young families is because they are in the midst of planning for their future, and planning for their children's education.  here is a whole lot going all at once and people can get overwhelmed with their  financial planning as well with LIFE!

After creating a plan together on paper,  it's most satisfying when we implement the plan - really getting them started, as this gives them control over their life and their future...  that is what I am truly passionate about!



Profession Financial Advisor



Stratis Tsapoitis, CPA, CMA

This week in the markets, August 31, 2018

Still waiting for a NAFTA deal August 31, 2018 Stocks in both Canada and the United States jumped, as the week began, on news that the U.S. and Mexico had reached a preliminary trade accord meant to replace the North American Free Trade Agreement (NAFTA). And while Canadian equities promptly took a step back and […]

Stratis Tsapoitis, CPA, CMA

Managing your Money – July 2, 2018

Taking a vacation is good for your health Americans may have a reputation for being a nation of workaholics but they’re not alone. In 2016, Canadians left an average of three unused vacation days on the table, according to Expedia. That represents nearly 31 million unused vacation days in 2016 alone. While leaving a few […]

Stratis Tsapoitis, CPA, CMA

This week in the markets, July 6, 2018

Trade tensions still dominating sentiment   July 6, 2018 Trade disputes remained at the forefront of market concerns in this holiday-shortened week. Asian shares were hit particularly hard, as investors braced for the July 6 imposition of the first round of new tariffs – and countermeasures – between the United States and China. Canadian stocks […]

Stratis Tsapoitis, CPA, CMA

This week in the markets, June 22, 2018

S&P/TSX pushes to record high amidst global equity selloff Canada’s stock market benchmark got high on news that Canadians would be able to legally buy marijuana starting October 17. The announcement boosted the S&P/TSX Composite Index above the previous record set in January, and with the help of Friday’s jump in oil prices, left Canada […]

Stratis Tsapoitis, CPA, CMA

This week in the markets, June 8, 2018

Global equities set aside concerns about rising trade tensions, and instead advanced on data that mostly pointed to a stronger economy. As the risk-on mood returned, new highs in mega-cap names including Apple and Amazon lifted the NASDAQ Composite Index to a new all-time high. Global government bond yields continued to bounce back from last […]

Stratis Tsapoitis, CPA, CMA

Moves to make before you move

It doesn’t matter whether you’re moving across the street or across the country, moving to a new home is stressful. Make it less stressful by making these five moves before you move. 1. Calculate the cost  Your first move is to build an accurate moving budget. Write down all the costs you think you’ll incur […]

Stratis Tsapoitis, CPA, CMA

This week in the markets, May 25, 2018

Trade and geopolitics overwhelm economic optimism May 25, 2018 Global equities began the week on an optimistic note as tensions between the U.S. and China appeared to ease after Treasury Secretary Mnuchin said the risk of a trade war was “on hold”. That soon gave way to a host of concerns: President Donald Trump’s suggestion […]

Stratis Tsapoitis, CPA, CMA

This week in the markets, May 18, 2018

This week in the markets Share this                   Stronger global growth and higher oil prices push treasury yields to seven-year high May 18, 2018 Government bond yields rose around the globe this week, as data pointed to stronger economic growth and as oil prices continued their climb to multi-year […]

Stratis Tsapoitis, CPA, CMA

Growing your wealth outside your registered investments

Great video by Christine Van Cauwenberghe, VP Tax & Estate Planning, that answers the question “When does it make sense to grow wealth outside of my registered investments?” Investments

Stratis Tsapoitis, CPA, CMA

Effective Conflict Resolution (Optimist room)

Event: May 31, 2018 Milton Sports Center 605 Santa Maria Blvd., Milton, ON L9T 6J5 Tonight we will learn about effective problem-solving skills and reasons why arguments often escalate. We will talk about the stages of conflict and when effective intervention/resolution is expected.