Managing your wealth with utmost care


Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Durham Region branch teams.

Brenda Miller Wealth Management Group 

Phone Number905-434-6603 | Email me | Visit Website

Jamie Sodhi, MBA

Investment Advisor

Phone Number905-434-9884 | Email me | Visit Website

Karen Robertson, FMA, FCSI, CIWM

Portfolio Manager & Wealth Advisor

Phone Number905-434-8048 | Email me | Visit Website

Kayte Black, MBA, CFA, CFP

Investment Advisor & Financial Planner

Phone Number905-434-7286 | Email me | Visit Website

Luukkonen Partners Wealth Management 

Phone Number1-800-267-1522 | Visit Website

Shan Shao

Portfolio Manager & Wealth Advisor

Phone Number905-436-1661 | Email me | Visit Website

The Michie Wealth Management Group 

Phone Number1-800-267-1522 | Visit Website

Theresa Connors-Chan, BA, PFP

Investment Advisor & Financial Planner

Phone Number905-434-9885 | Email me | Visit Website

Trallee Fanara Wealth Management Group 

Phone Number905-434-3302 | Email me | Visit Website

Wally Damian, PFP

Investment Advisor & Financial Planner

Phone Number905-409-4646 | Email me | Visit Website


Let us connect you with an advisor today!


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