Meet the team

PhD, B.A., J.D., MBA, CIM®

Senior Wealth Advisor & Senior Portfolio Manager
Investment Advisor
Investment Advisor

CFP®, RRC®, FCSI®, CLU®, CIWM®, CIM®

Senior Financial Planner

CFA

Portfolio Manager

CIM®, MTI®

Senior Investment Associate
Associate, Client Services

B.Comm (Hons.)

Senior Investment Advisor
Associate, Client Services
Business Development Associate
Investment Associate
Associate, Client Services
Marketing Associate