Connect With Us

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Frank Lorkovic

Vice President & Portfolio Manager


Phone: 519-747-4324

Brent DeKoning

Associate Advisor


Phone: 519-747-5541

Gayle Houle

Associate Advisor


Phone: 519-747-2701

Farrah Amikons



Phone: 519-747-1634

Our Location

Located in the heart of downtown Waterloo, we are here to serve your financial wealth management needs. 

We would love to hear from you. Feel free to connect with us online, phone or by email.

Branch Information

95 King St. South - 3rd Floor
Waterloo ON, N2J 5A2

Toll-Free: 1-800-265-8720