Dario Borelli, CFA

Vice-President & Portfolio Manager

514-878-7099 | Email me

Simon Lam, CIM

Associate Advisor

514-878-7518 | Email me

Financial Planner Specialist

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Karen Loupelle, F.Pl.

Financial Planning Specialist


Financial Security Advisor

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Daniel C. Duchesne, MBA, F.Pl.

Vice-President & Financial Security Advisor


Will & Estate Consultant

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Bonnie Kaplan, LL.B, TEP

Vice-President & Will & Estate Consultant


Contact Us

If you are seeking comprehensive wealth management, we would be pleased to discuss how we can help you achieve your goals.

To meet with us, please contact Simon Lam at
514-878-7518 or send us an email:

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