Gwen Becker, CIM, CFP®, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

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Daniel Cheng, CFA, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

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Justin Charbonneau, CFA, DMS, FCSI

Portfolio Manager

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Lana Porter, CFP®

Associate Wealth Advisor

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Edward Huang, MBA, CPA, CMA

Investment Associate

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Aliza Carroll, BBA (Fin)

Associate

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Sofia Abbiati, BA

Administrative Assistant