Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Meet your investment needs and goals with the collective knowledge of our team.

We are committed to high-quality service designed to exceed client expectations.

Our team of experts

Senior Wealth Advisor & Portfolio Manager

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Rob has been a member of the investment industry for more than 25 years and during this time has developed an exceptional ability to appreciate the needs of his clients. When Rob started his role in Wealth Management, he had one vision in mind; to make the financial world an easier place to understand. His goal is to maintain a team and network of professionals to ensure his clients can be looked after regardless of the complexity of their situation.

The more successful we become in life, the more complex our financial lives become. Whether you are strategizing on ways to sell your company, creating a tax efficient income from your portfolio, or developing your own philanthropic endowment, Rob and the team will work with you to find the appropriate solutions. 

Wealth Advisor & Portfolio Manager

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Jerry’s mission is to advise you about every aspect of your financial wealth. His role in your financial success is to offer you the most well-researched and well-documented advice to help you make the right decisions. He focuses his energy and resources on providing you with objective well-researched information and wise counsel.

Jerry uses his industry certifications along with his extensive industry experience to create customized solutions for high-net-worth individuals. Jerry is highly committed to his clients needs and ensures the best client service, advice, and continuous performance. 

Lindsay Tops CFP

Senior Wealth Associate

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Lindsay, our Senior Wealth Associate, is a versatile professional dedicated to delivering exceptional client services, managing investment transactions and preparing personalized financial plans and tax packages.

Since joining our team in 2012, Lindsay has demonstrated her commitment to excellence through her ongoing pursuit of advanced Wealth Management credentials. Lindsay is a Certified Financial Planner (CFP®) and holds a B.A. (Honours) degree in Economics.

Ini Nadar

Wealth Associate

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In her client management role, Ini thrives on delivering outstanding interpersonal service to our clients. Known as outgoing as well as meticulous and detail-driven, you can count on her to get it just right! Her core function also includes the full scope of daily office administration, works on custom tax packages, produces quarterly/annual client reports, and handles marketing and website duties. She is concise and very effectively balances her people-versus-paper duties. 

Ini’s breadth of wealth and banking experience is a definite asset to our team, and her enthusiasm for undertaking special projects provides us with the ability to be agile and innovative. 

Contact us

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