Our advisors.
Know who is working for you.
We are dedicated to providing high service standards to clients through a proactive and strategic approach.
Our team formed in 2004 and has expanded to include 14 staff, 9 of which are specialized advisors dedicated to serving unique client needs. Working closely with accountants, lawyers, and a team of professional experts, our team is committed to building a solid financial foundation for all, while tailoring to each client’s specific goals.
Andrew Crampton
Financial Planner
Thomas Menzies
Financial Planner
Jordan Ferdinands
Financial Planner
Daniel K. MacDonald
Financial Planner
Richard Cushnie
Financial Advisor
Ian Hunter
Financial Security Advisor
Nadir Jaffer
Financial Planner
Jackie Gale
Financial Planner
Shaun Muc
Financial Advisor
Let us guide you
Call us today for your free, no obligation financial planning session.
