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 Hamilton branch teams.

Aquino Wealth Management 

Email me | Visit Website

Barbara Reid's Wealth Management Team 

Phone Number905-547-2348 | Email me | Visit Website

Brennan Wealth Management Group 

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Colman Ladouceur, CFA

Investment Advisor

Phone Number905-546-5830 | Email me | Visit Website



David Tofano, PFP

Investment Advisor

Phone Number905-541-6650 | Email me | Visit Website

Genevieve Alderson, CFP®

Investment Advisor & Financial Planner

Phone Number905-546-5994 | Email me | Visit Website


Joseph Sardo, BA, CIM

Senior Portfolio Manager & Wealth Advisor

Phone Number905-546-5828 | Email me | Visit Website

Larry Maxwell

Senior Portfolio Manager & Investment Advisor

Phone Number905-575-4107 | Email me | Visit Website

Monica Sheppit, PFP, FMA

Investment Advisor

Phone Number905-547-0495 | Email me | Visit Website

Paul Chetcuti Wealth Management 

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The Jones Private Client Advisory Group 

Phone Number905-546-5991 | Email me | Visit Website

The McBarron Wealth Management Group 

Phone Number905-548-5407 | Email me | Visit Website



Walzak Wealth Management Group 

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te Boekhorst & Ryan Private Wealth Management 

Phone Number1-800-461-0274 | Email me | Visit Website

 

Let us connect you with an advisor today!

 

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