Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor

Albert Brandstatter has been in the investment industry since 1983 and a Wealth Advisor since 1985. His tenure in the industry has provided him with the insight into helping clients build and preserve financial independence. Albert is diligent and committed to fulfilling his clients' needs of capital preservation, growth and income. With his Wealth Associate of over 25 plus years, Rhonda Brown, and a team of financial and tax planning experts, Albert has demonstrated superior care for his clients which has led to the solid growth of his clientele, primarily through referrals.

Rhonda Brown

Senior Wealth Associate

Rhonda Brown is a graduate of Ryerson University and holds a degree in Marketing and Business. She has worked in the investment industry since 1991 and has worked with Albert since 1994. Rhonda is an integral part of client relationships and ensuring all operations run smoothly.

Contact us

Get contact information for our team members and find out where our office is located.