Our Team

“We’ve worked hard to build a team with a base of knowledge and experience that upholds our commitment to outstanding wealth management. We are confident that our team’s intellectual capital and collective experience will help you to address life’s complex financial situations.”

Our team consists of five senior team members, with more than 100 years of combined industry experience, four registered client associates, two investment analysts and one senior project manager. We offer you a deeply experienced, highly-skilled team dedicated to your family’s long-term financial well-being.