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

Wealth Advisor
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Advice-Based Wealth Management

With over 25 years of industry experience in Financial Services, I have been known by colleagues to be a caring, motivated and results-oriented professional.

My commitment to a collaborative work environment within the teams and organizations I have been a part of, has helped me gain the trust and reputation as a dependable individual who always has clients' interests at the forefront of my thought process.

I have been on both the "buy side" as well as the "sell side" of our industry. This gives me a perspective that enables me to see a bigger picture when delivering solutions and tactical recommendations. Creative thinking and emotional intelligence are key elements to my thought process. Finally, I'm guided by a set of core investing principles that are implemented consistently and staying true to this has helped me achieve exceptional results for clients.

Tiffany Ho

Associate
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Our Partners

Brian Scott

Estate and Insurance Advisor
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Over the years, the life insurance industry has undergone dramatic change, the extent of which many individuals fail to realize. In knowledgeable hands, today’s extensive portfolio of life insurance products can be utilized to provide solutions to a broad array of areas, including family, business and charitable planning.

Brian graduated from York University, and entered the financial services industry in 2001. He holds designations as a Certified Financial Planner (CFP)and a Chartered Life Underwriter (CLU), which is Canada’s premier Wealth & Estate Planning designation. He is a member of CALU and a qualifying member of the Million Dollar Round Table with distinguished top of the table honours.

Marie-Claude Blanchet

Senior Financial Planning Consultant
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Marie has been a financial planner for over 20years providing comprehensive financial planning advice to a wide range of clients including business owners, senior executives, physicians and retirees.

Marie provides Wealth Management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning and insurance planning.  As a planner, Marie has worked in a variety of financial institutions including niche-market financial institutions(educators and physicians), bank-owned Wealth Management divisions and small financial planning firms dealing with high net worth clients.

Marie obtained her Honours Bachelor of Commerce from the University of Ottawa and is a Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).

Contact us

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

 

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