Our Team

John is a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He has successfully achieved the Chartered Life Underwriter, Chartered Financial Consu...

A recent graduate of the University of Waterloo, Jeremy excels at financial matters. A keen student of the market, Jeremy has worked in wealth management and various technology roles. He is excited ab...

Sharlene is a highly qualified assistant with 20+ years of experience. She handles the day to day transactions of our clients. She is very familiar with all the workings and subtleties of running an i...

Amy has over 20 years of experience in the financial services industry. She prides herself with excellent client relationships and top flight communication skills. She is a valued member of our team.