Our Team

Advisors

CFP®, CIM®
Portfolio Manager
B.Comm., CIM®, FMA, FCSI®, CFA®
Portfolio Manager
B.Comm., CFA®
Portfolio Manager
CPA, CA, MPAcc, CIM®
Associate Portfolio Manager
B.Comm., CPA, CA
Associate Portfolio Manager
B.Comm., CFA®
Associate Portfolio Manager
B.Comm.
Associate Investment Advisor
Insurance Advisor

Strategic Collaborators

CPA, CA, CMA
Chartered Professional Accountant

Communication & Business Development

B.Comm.
Head of Communications
B.Comm.
Head of Marketing & Business Development

Administration

Investment Advisor
Associate Investment Advisor
Executive Assistant
Branch Administration
Associate Investment Advisor
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