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

Catherine Moskal, BA

Wealth Associate
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English

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.

Colin Jackson

Wealth Associate
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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.

Contact us

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