Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Senior Wealth Advisor & Senior Portfolio Manager
With over two decades of experience in the financial industry, Craig is a dedicated wealth advisor that guides clients toward their financial aspirations with confidence and clarity. A strategic thinker with a deep understanding of market opportunities, he builds tailored wealth management solutions that align with each client’s unique needs, goals, and circumstances. Craig believes in a relationship-first approach, forging strong connections and acting as a trusted partner in all aspects of his clients’ financial lives. His commitment to personalized service includes portfolio management, financial and estate planning, insurance, and facilitating intergenerational wealth transfers.
Beyond investment management, Craig is a leader in philanthropic planning, helping clients integrate charitable giving into their long-term wealth strategies. With over 10 years of experience in this space, he specifically is uniquely positioned to assist both individual, corporate, and non-for-profit clients in making a meaningful impact on the causes they care about by integrating wealth planning within their philanthropic goals.
Outside of work, Craig values quality time with his wife, daughter, and son, especially enjoying the outdoors and skiing as a family. An advocate for an active lifestyle, he also enjoys squash, golf, and sailing to stay energized and engaged.
Senior Investment Associate
As the key relationship manager, Carrie plays a vital role in driving client engagement, fostering trust, and ensuring long-term business success. She takes a proactive approach to strengthening client relationships, anticipating needs, and delivering tailored solutions that enhance their wealth experience. Committed to excellence, she prioritizes responsiveness, strategic problem-solving, and a seamless client journey.
Beyond client relationship management, Carrie is deeply involved in business development and operational strategy. She oversees team processes, enhances efficiency, and ensures the team operates at peak performance. Her ability to integrate client-first solutions with strong business operations makes her a valuable asset in sustaining and expanding the team. Carrie holds a Bachelor of Commerce (Honours) degree from the Smith School of Business at Queen’s University, where she also earned a Certificate in Social Impact.
Passionate about leadership beyond the workplace, Carrie is actively involved in mentorship and philanthropy. She supports the SickKids Foundation through fundraising initiatives and guides aspiring professionals through Queen’s Women in Financial Markets. She believes in building strong, lasting relationships—both professionally and personally—and enjoys quality time with her family and friends. In her free time, she practices Pilates and explores holistic nutrition.
