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 Barrie branch teams.

 

Alan (AJ) Pieprzak

Investment Advisor

Phone Number705-796-8352 | Email me | Visit Website


Catherine Belo, CIM

Investment Advisor

Phone Number905-738-0213 | Email me | Visit Website

Chantal McNeily

Investment & Wealth Advisor

Phone Number705-734-4409 | Email me | Visit Website

Cory Johnson

Senior Investment & Wealth Advisor

Phone Number705-526-4182 | Email me | Visit Website

Dan Charboneau, PFP

Investment Advisor & Financial Planner

Phone Number705-795-8488 | Email me | Visit Website

Galbraith Wealth Management Group 

Email me | Visit Website

Joan Kelso, CIM

Investment & Wealth Advisor

Phone Number705-725-8665 | Email me | Visit Website

Ptasiuk Private Wealth Management Group 

Phone Number705-725-7503 | Email me | Visit Website



 

Let us connect you with an advisor today!

 

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