Earning respect, building trust

We are a team-oriented, client-focused group of wealth experts that believe in earning respect and building trust by doing what’s right – always. To that end, we leverage our unique life and industry experience to deliver unparalleled service in every client interaction.

Photo of Jonathan Allison

Jonathan Allison, B.Comm., CIMA

Senior Wealth Advisor


Photo of Angelo Martinello

Angelo Martinello, MBA, CIM, FCSI

Senior Wealth Advisor


Photo of Dane Charles

Dane Charles

Associate Investment Advisor


Photo of Rachel Sine

Rachel Sine

Associate Wealth Advisor



Keep things simple

Discover the beauty of simplifying your financial life.

Contact us today