Working together to understand your financial needs and objectives is our top priority.

 

Our experienced team of investment advisors bring together decades of industry knowledge and expertise to help you create a personalised wealth management plan throughout every stage of your life. 


Alex Zimmermann, M.Sc.

Portfolio Manager & Investment Advisor

Phone Number345-814-8138 | Email me | Visit Website

Etienne Jensen-Fontaine, CA, CFA, M.Sc.

Investment Advisor

Phone Number345-814-8108 | Email me | Visit Website


Gregory Brooks, B.Sc. (Hons), CIM

Portfolio Manager & Investment Advisor

Phone Number345-814-8118 | Email me | Visit Website



Vijay Vyas, CFA

Portfolio Manager & Investment Advisor

Phone Number345-814-8146 | Email me | Visit Website