We are here to help
Our clients greatly appreciate our dedicated advice and
support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
Our team of experts
Senior Wealth Advisor & Portfolio Manager
Wealth Advisor & Portfolio Manager
Where you can find us
85 Willis Way Suite 116
Waterloo, ON, N2J 0B9