Darryl Ura, CIM, FCSI

Portfolio Manager

416-842-3458 | Email me

Matthew Best

Associate

416-842-5711 | Email me

Estate Planning Specialist

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Joel Cuperfain, BA, LL.B, LL.M, TEP

Vice-President & Estate Planning Specialist


Will & Estate Planning

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Connie Freitas, BA, LL.B

Will & Estate Consultant


Financial Planning

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Christopher Hanley, B.Comm. (Hons), CPA, CA

Financial Planning Specialist


High Net Worth Planning Services

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Murray Shapiro, BA, LL.B, TEP

Vice-President, High Net Worth Planning Services


Business Owner Specialist

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Mark Skeggs, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services