We’re here to listen to your story, make sense of your financial world, and build your wealth with your personal goals in mind.

 

Our team of expert advisors takes pride in making your wealth feel simple. Whether you’re running a business, organizing an estate, or just managing personal wealth, we will tailor an easy-to-follow plan that brings you closer to your goals.

Brendan Somers, CIM, B.Comm.

Portfolio Manager & Investment Advisor

|

Don Somers

Don Somers, CIM

Portfolio Manager & Investment Advisor

|
Charlene Cameron

Charlene Cameron, PFP

Senior Associate Advisor

|

Karen Ray

Senior Associate Advisor

|