Catherine holds the position of Wealth Associate and have been in the industry for 28 years. She provides invaluable support to the team through administration of client accounts, ensuring all of their needs are handled efficiently and with the highest level of service. She understand that each client and their family is unique and personalizes their service in an effort to exceed their expectations.
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
Colin Jackson
Wealth Associate
English
Colin holds the position of Wealth Associate and has been in the industry for 11 years. He is available to investigate and resolve enquiries regarding all clients accounts, enter buy and sell orders, issue cheques or provide any investment-related information that you may require.
