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Our team of specialists is here to meet your needs.

Phone : 416-869-7564

130, King Street West,The Exchange Tower
Suite  3200. Toronto ON M5X 1J9

Business hours

Our team of experts

Wealth Advisor

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English

Jason brings over 10 years of experience in the financial services industry.  He has a bachelor of Science Degree in Business Administration and a concentration in Finance from the College at Brockport, State University of New York.  Prior to joining the investment industry, Jason played semi-pro hockey in the US and England.  Jason believes in a disciplined approach to investing, built around the long term goals of his clients.  Jason has his CIM, Options and Insurance license. 

Outside of work Jason is involved in the fitness community and enjoys golfing.

Luigi Calabrese CIM®

Wealth Associate

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English

Lou brings with him over 15 years of investment industry experience.  Having previously worked at another major financial institution in Downtown Toronto as a Wealth Associate and more recently at a major bank as a Client Relationship Associate in the Private Wealth area.  Lou provides a high level of service by striving to deliver a legendary client experience through his ability to connect with clients in identifying their financial goals and unique circumstances.
Lou is a CIRO licensed Registered Representative. He has obtained his Chartered Investment Manager designation and is also licensed to trade options.