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

Senior Wealth Advisor & Portfolio Manager

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English

Ted is a Senior Wealth Advisor and Portfolio Manager, who has provided many families with long-term investment solutions for over 35 years. Ted’s focus is to understand the changing needs of his clients and ensuring an investment plan is in place to fulfil their objectives in a dynamic environment. Ted’s driving force is his family. He has been married to his spouse, Kim for over 30 years. They have three adult children who they are both extremely proud of. Ted’s evolving family is everything to him. It’s that same passion that Ted brings to assisting his clients ever evolving financial needs.

You won’t often find Ted on the golf course; however, he continues to have a strong passion for snowmobiling; making him feel like he’s 25 again!

David Przystal, CIM®

Senior Wealth Associate

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English

David is a Senior Wealth Associate and Charted Investment Manager. With over 25 years of experience, he prides himself on providing clients with customized solutions tailored to their evolving wealth management needs. David specializes in financial planning and designing investment strategies that cater to the evolving needs of clients across various stages of life.

Outside of the office, David shares his life with his spouse and two beautiful daughters. If not at the local rink, he can be found outdoors gardening, paddling and hiking.

Patrick Polkowski

Wealth Associate

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English, Polish

Pat brings over seven years of experience in financial services, having started his career supporting advisors on the wholesaling side before moving into client-facing roles focused on personalized investment guidance. As an Associate, he manages the operational aspects of client accounts, ensures regulatory compliance, and supports day-to-day investment operations. Known for his clear, approachable communication style, Pat helps clients understand everything from transactions to investment strategies. He is currently pursuing his Chartered Investment Manager (CIM®) designation to deepen his expertise in portfolio construction and wealth planning.

Outside of work, he enjoys time at the cottage with his wife, Madi, catching up with loved ones, and cheering on the Toronto Maple Leafs.

Contact us

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