Andy Montgomery, CFP®, FCSI, CIM

Vice-President & Portfolio Manager

905-332-2636 | Email me

A graduate of the University of Guelph, Andy earned the Certified Financial Planner (CFP) designation and completed the Certified Investment Management Analyst program through the Wharton School of Business. He has also completed various courses through the Canadian Securities Institute including most recently, the Chartered Investment Manager (CIM) designation and the Fellow of the Canadian Securities Institute (FCSI). He has worked in the financial services industry for over 19 years.

Andy's passion is to work closely and intensively with clients to fully understand their aspirations and goals, and then develops a cohesive total financial solution to help them meet them. Such solutions typically include - but are not limited to - investments, financial planning, estate planning and planned giving.

Andy believes in giving back to the community. He is the chair of the board for Camp Mini-Yo-We, a children's camp in Muskoka. Andy is also a volunteer at Kerr Street Mission, which serves families in the local community living in social and economic poverty.

Yasser Firoozyan


905-332-2634 | Email me

Yasser is a graduate of the University of Toronto with a Bachelor of Arts Degree in Economics and Political Science and has also completed the Canadian Securities Course and the Options Licensing Course through the Canadian Securities Institute.

Yasser brings with him 13 years of experience in the Financial Services Industry. His recent focus has been the administration of client portfolios with an emphasis on client commitment and service.

Away from the office, Yasser lives an active lifestyle with his wife Patricia and their two daughters Eva and Laila. They enjoy sports, good food, and the outdoors.

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