Trevor Cooper

Vice-President & Director, Wealth Advisor

905-546-5832 | Email me

W. Frank Cooper

Associate Portfolio Manager

905-988-5883 | Email me

Christopher E. O'Connor

Associate Advisor

905-988-5301 | Email me

Pamela Townsend


Email me

Team of Experts

Catherine Nicholls, LL.M., TEP

Will & Estate Planner

Since receiving her Law Degree from the University of Western Ontario in 1978 Catherine has been a member in good standing with the Law Society of Upper Canada since 1980.


Thomas Seah, CLU

Insurance Specialist

Thomas began his career in the insurance industry in 1984 and has acquired the Chartered Life Underwriter designation.


Edita Orr, MBA, PFP

Private Banker

Edita brings 10 years of financial services experience to our team including tailor-made banking, personalized short and long-term lending and flexible credit packages for sophisticated clients. Clients benefit from Edita's services by being among her small number of clients which enables her to focus her attention on your needs and deliver a responsive and discrete approach to sophisticated banking and credit needs.


Lynette Flutur, PMP

Mortgage Specialist

Lynette connects our clients to the best available Mortgage and Home Equity Line of Credit rates through RBC. Lynette services our clients from Niagara to  the Greater Hamilton Area.

Walter Harmidarow

Vice-President & Portfolio Manager

905-546-5866 | Email me

Mira Bucciarelli

Associate Advisor

905-546-5853 | Email me

Anne McDougall

Associate Advisor & Financial Planner

905-546-5805 | Email me