“Diversity: The art of thinking independently together.”

– Malcolm Forbes

Having a team with diverse financial expertise has been the key to ensuring excellent service for our clients.  It enables us to share our perspectives from our unique experiences, challenge each other’s ideas in developing customized solutions, and uphold our highest service standards.

We look forward to welcoming your family into ours.

Advisor

Patricia Domingo, CFP, CIM, FCSI

Senior Portfolio Manager, Wealth Advisor & Financial Planner


Advisor

Michael Hartt, FCSI, PFP, FMA

Senior Portfolio Manager, Wealth Advisor & Financial Planner


Advisor

Daryl Simms, CFP, CIM, FCSI

Associate Wealth Advisor & Financial Planner


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