With extensive industry knowledge, proven management acumen and comprehensive financial experience, Joe has built a solid portfolio of success. By providing valuable advice on wealth accumulation, he enables clients to achieve comfort, presently and in their retirement. Joe holds a B.A. in Economics from Wilfred Laurier University.
We work together to achieve your goals
Our team of highly qualified investment professionals are 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
English
Gerald has over 30 years of experience in the investment industry and takes a professional, client-focused approach to wealth management. He specializes in creating comprehensive portfolios for both individuals and corporations, emphasizing disciplined risk management, tax optimization, and goal-oriented strategies. Gerald holds a BA in Economics from the University of Western Ontario and has earned both the Certified Investment Manager (CIM®) and Chartered Financial Analyst (CFA) designations. As a CFA Charterholder, he has successfully completed the rigorous examination process and fulfilled all requirements to earn this distinguished credential.
Wealth Advisor
English
Joe Jr.'s background in business and investor relations positions him to aptly profile client needs for performance and servicing and follow through with financial recommendations that are appropriate for their lifestyles and goals.
Joe Jr. has a degree in Economics and has been in the industry since 1997. Joe has extensive knowledge of all aspects of the investment process (equities, bonds, mutual funds) portfolio composition, managed accounts and estate planning.
Catherine Moskal, BA
Wealth Associate
English
Catherine holds the position of Wealth Associate and has 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 understands that each client and their family is unique and personalizes their service in an effort to exceed their expectations.
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.
