Our clients can always count on us


Your financial journey with our team starts with a conversation. We take the time to listen and understand your situation, your life goals, and your risk tolerance. Then we create a clear and comprehensive financial roadmap to get you to the right destination. Whatever your wealth-related concerns are, know that you can call and someone from our team will always pick up the phone at any time, for any reason.

David Hamber photo

David Hamber

Senior Portfolio Manager

Alex Jamkodjian photo

Alex Jamkodjian

Associate Advisor

Laura Dintino photo

Laura D'Intino



Richard Wilson

Investment Advisor


Rebecca Wilson



Extended team


Amanda De Groote, PFP

Financial Planner


Your finances may feel like a puzzle.

We have a plan to help you solve it.

Let’s get started