Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

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.

Our team of experts

Investment Advisor, Portfolio Manager
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Born in Ottawa, I earned a Bachelor of Business Admin degree at Carleton University.  For the past 35+ years in the Financial Services Industry, I’ve been building my practice and achieved the Personal Financial Planning and Portfolio Manager designations.

 

My banking and investment career has provided me with much appreciation for client wealth and how important it is to them.  It is this belief that drives me to preserve, protect and grow the assets under my management and that these personal relationships are where my real value lies.

 

Married for 30 years to an incredible woman from Sutton, Ontario (Cyndy), we have 3 beautiful children (Chet, Hogan and Brianne) and 2 adorable grandchildren. 

 

I Enjoy golfing, reading and spending time with my family at our cottage.

Investment Associate
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With over 15 years of Financial Services experience and expertise, Leila has been dedicated to serving her clients with personalized and customized solutions, as well as furthering her education on a continuous basis.

Leila is an Investment Associate licensed through the Canadian Securities Institute (CSI). She has successfully completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).

Leila’s focus is assisting clients in achieving their wealth management needs through retirement income planning and has a key role in assisting with day-to day administrative matters. She aims to provide a seamless and exemplary client experience that delivers enhanced financial wellbeing.

In her spare time, she enjoys spending time with her family, reading, and travelling the world.

Contact us

Get contact information for our team members and find out where our offices are.