Based out of 181 Bay Street in downtown Toronto we help our clients build, manage and preserve their multi-generational wealth. As our client, you can expect timely service and professional advice through our team approach.  Each team members focuses on different areas of expertise, so you get the expert advice when you need it.

The best results are achieved working in partnership with all of the professionals you've engaged to look after your life goals.  With your permission, we prefer to work with your bank, tax and legal advisors to ensure a coordinated overall strategy -- if you require a referral, we are happy to offer you access to our extensive network of professionals.

Dian Chaaban

Senior Investment & Wealth Advisor

|
416-842-3472 | LinkedIn

Corina Dassinger

Associate Advisor

|

Jasmine Hynes

Administrative Assistant

|