Adam Klasner

Investment Advisor

905-764-5732 | Email me | Visit Website

Alexander Mainella, CIM, CFP

Vice-President, Portfolio Manager & Wealth Advisor

905-764-3045 | Email me | Visit Website

Amanda Huang

Investment Advisor

905-764-3092 | Email me | Visit Website

Betty Yip, B.A., M.Ed., CFP

Investment & Wealth Advisor

905-764-5121 | Email me | Visit Website

Brian Tsang

Investment & Wealth Advisor

905-764-1249 | Email me | Visit Website

Christopher Chou 周放 国际投资咨询服务, PFP,CIM

Investment Advisor 投资顾问及理财策划师

416-842-5639 | Email me | Visit Website

David Fowler, FCSI

Investment Advisor

905-764-5942 | Email me | Visit Website

David Leong

Investment Advisor

905-764-2435 | Email me | Visit Website

Doug Clark, CFA

Vice-President & Associate Portfolio Manager

905-764-5561 | Email me | Visit Website

Enzo Lombardi

Vice-President & Investment Advisor

905-764-8295 | Email me | Visit Website

Gerri Sonkin, PFP

Investment Advisor & Financial Planner

905-764-1079 | Email me | Visit Website

Greenwald Wealth Management 

Email me | Visit Website

Ip Wealth Management Group 

Email me | Visit Website

Jeffrey Lee, CFP, CIM

Investment Advisor

905-764-2127 | Email me | Visit Website

Jim Zhang

Investment Advisor

905-764-9364 | Email me | Visit Website

Jin (Jean) Lou, MBA, CIM, PFP

Vice-President & Portfolio Manager

905-764-3517 | Email me | Visit Website

John Cumming, MBA, CIM, CFP

Vice-President, Investment & Wealth Advisor

905-764-5191 | Email me | Visit Website

Katherine Wan

Investment Advisor

905-764-3919 | Email me | Visit Website

Kenneth Tsang

Investment Advisor

905-764-3887 | Email me | Visit Website

Mark Trussell, CIM, CFP, PFP, FCSI

Associate Portfolio Manager

905-764-5135 | Email me | Visit Website

Mark Porretta, CIM

Vice-President, Portfolio Manager & Wealth Advisor

905-764-5258 | Email me | Visit Website

Michael Yhip, CFA

Portfolio Manager & Wealth Advisor

905-764-1544 | Email me | Visit Website

Musharaf (Moe) Anwar

Vice-President & Portfolio Manager

905-764-2106 | Email me | Visit Website

Neil Cui, MBA

Investment Advisor

905-764-5965 | Email me | Visit Website

Nick Dodds, CFP

Investment Advisor

905-764-5601 | Email me | Visit Website

Paula Kotarba

Investment Advisor

905-764-3501 | Email me | Visit Website

Peter Hicks

Vice-President, Branch Manager & Investment Advisor

905-764-6404 | Email me | Visit Website

Planert Retirement Group 

Email me | Visit Website

Ray Li, MBA, CFA

Investment Advisor

905-764-2182 | Email me | Visit Website

Robert Iacono, CFA

Vice-President & Portfolio Manager

905-764-5481 | Email me | Visit Website

Ron Ciotola, CFA

Vice-President & Portfolio Manager

905-764-3662 | Email me | Visit Website

Schaffer Wealth Management 

Email me | Visit Website

Simbul-Lezon Wealth Management Group 

905-738-3272 | Email me | Visit Website

Strauss Rom Strategic Wealth Management Group 

1-800-268-6959 | Visit Website

Terence Tsang

Investment Advisor

905-764-5696 | Email me | Visit Website

The Donath & DiSabatino Wealth Management Group 

1-800-268-6959 | Visit Website

The Forbes Cooper Group 

1-800-268-6959 | Visit Website

The PFP Group 

Visit Website

The Trentos Advisory Group 

1-800-268-6959 | Visit Website

Vicky Chan, CIM, CFP, FMA

Vice-President, Portfolio Manager & Wealth Advisor

905-764-2307 | Email me | Visit Website

Wendy Seto, MBA, CFP

Investment Advisor

905-764-2778 | Email me | Visit Website