Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Peel Region branch teams.

Aarti Sharma, CIM, CFP, CIWM, PFP

Investment Advisor

Phone Number905-624-0208 | Email me | Visit Website

Adam Carney, CFP, CIM, FCSI

Investment & Wealth Advisor

Phone Number905-897-8390 | Email me | Visit Website

Adam Moreira, CFP, CIM, CIWM, FCSI

Investment Advisor & Financial Planner

Phone Number905-277-1237 | Email me | Visit Website

Adrian Perera, B.B.M

Senior Portfolio Manager & Investment Advisor

Phone Number905-277-6029 | Email me | Visit Website

Alan Flewelling, CPA, CA

Senior Portfolio Manager & Wealth Advisor

Phone Number905-897-8345 | Email me | Visit Website

Alex McGuire, CIM

Investment Advisor

Phone Number905-277-1723 | Email me | Visit Website

Aman Bhatti, MBA

Investment Advisor

Phone Number905-277-7817 | Email me | Visit Website

Andrew Mustard, CPA, CA

Senior Investment Advisor

Phone Number905-897-6731 | Email me | Visit Website

Chetan Wealth Management 

Phone Number905-897-8338 | Email me | Visit Website

Connor Private Wealth Management Group 

Phone Number905-897-8340 | Email me | Visit Website

Craig Maguire, CIM

Branch Director

Phone Number905-897-8095 | Email me | Visit Website

Dean Morrison, B.Comm.

Senior Investment Advisor

Phone Number905-277-6013 | Email me | Visit Website

Frank Chen

Investment Advisor

Phone Number905-615-5908 | Email me | Visit Website

Hasija, Sheikh & Jain Private Wealth 

Phone Number1-800-323-6645 | Email me | Visit Website

Jonathan Tyner, CIM

Portfolio Manager & Investment Advisor

Phone Number905-277-1359 | Email me | Visit Website

Malkiat Judge, CFP®

Investment Advisor

Phone Number905-276-3639 | Email me | Visit Website

Manzar Sharifi, CFP

Investment Advisor & Financial Planner

Phone Number905-615-5913 | Email me | Visit Website

Michael Linardic

Senior Investment Advisor

Phone Number905-277-6001 | Email me | Visit Website

Naresh Thakur, PFP, MBA

Investment Advisor

Phone Number905-897-8341 | Email me | Visit Website

Pallett Wealth Management Team 

Phone Number800-323-6645 | Visit Website

Patricia Kovalick, CFP®

Investment Advisor

Phone Number905-277-1284 | Email me | Visit Website

Phil Sanders

Senior Investment Advisor

Phone Number905-615-5944 | Email me | Visit Website

Raymond Yu Private Wealth 

Phone Number905-277-6031 | Email me | Visit Website

Ren Wealth Management 

Phone Number905-469-2378 | Email me | Visit Website

Richard H. Powell

Senior Investment Advisor

Phone Number905-277-1641 | Email me | Visit Website

Rudy Djangirov, MBA, CIM, CFP

Portfolio Manager & Wealth Advisor

Phone Number905-615-5936 | Email me | Visit Website

Sameer Azam, CIM

Portfolio Manager

Phone Number905-615-5919 | Email me | Visit Website

Tushar Kumar

Investment Advisor

Phone Number905-277-1308 | Email me | Visit Website

Yuni Kipp, MBA, CIM, FCSI

Senior Wealth Advisor

Phone Number905-897-7480 | Email me | Visit Website

Yvonne Chan Family Wealth 

Phone Number1-800-323-6645 | Email me | Visit Website

Zaks Wealth Management 

Email me | Visit Website
 

Let us connect you with an advisor today!

 

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