Our team of finance and customer service professionals is here to help you manage 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.
Albert Brandstatter has been in the investment industry since 1983 and an Investment 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 assistant 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 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.