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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Dirk has over 30 years of extensive experience in the investment industry, training in New York and Toronto with Prudential Bache. He is a third generation Wealth Advisor: his grandfather was a director of the Amsterdam Stock Exchange and both parents were Financial Advisors. Dirk's professional focus is on providing Wealth Management to affluent individuals, families and institutions, as well as Estate and Retirement Planning. He uses a rigorous buy and sell discipline based on prudent reasoning and tailors individualized portfolios with an eye on tax minimization.

Dirk enjoys getting to know his clients well and meets with them in person regularly either in the office or at the client’s home in order to truly understand their goals and lifestyle. He prioritizes simplifying the investment process for clients to best assess their risk tolerance and manage their asset allocation accordingly.

Out of the office, you will find Dirk spending time with his family and grandchildren. He is also an amateur photographer and astronomer who likes to unwind by swimming, biking, and walking the dogs.

Susan McClinton, CIM

Wealth Advisor
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With over 20 years of financial experience, Susan joined Dirk’s Wealth Advisor practice in 2004, attracted by the partnership culture and opportunity to have a real say in the direction of the team. As a Chartered Investment Manager, she has the skills to assist affluent clients and advise on all of their investment needs. She creates retirement plans and constructs client portfolios in keeping with their risk tolerances and financial goals. Through research, Susan finds and tracks companies that qualify for the group's strict investment discipline.

Susan thrives off the ever-changing nature of the investment business and loves the fact that she is continually learning. The most rewarding aspect of her job is the client relationships: earning clients’ trust and working to ensure their financial well-being.

Susan enjoys dancing and landsailing with her husband and catching up with their five adult children and the rest of her large family. Cycling, gardening, fitness classes and long walks with the dog also provide a chance to unwind and relax.

Sylvia Franklin

Wealth Associate
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Following in her family’s footsteps, Sylvia has joined forces with her father and mentor, Dirk.
She provides invaluable support to the team through administration of client accounts, ensuring all their needs are handled efficiently and with the highest level of service.  She understands that each client and their family is unique and personalizes their service in an effort to exceed their expectations. 

With a diverse background in project management and continuous improvement in her previous roles with Viking Air and Husky Energy, Sylvia brings a refreshing approach to our operations to enhance our clients’ overall experience.

Sylvia is a busy mom and wife – juggling 2 small kids and keeping everyone organized.   If there’s a chance for a spare moment, you’ll find her enjoying beaches and parks with her family, trying out new recipes in the kitchen, or planning her next travelling adventure.

Contact us

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