Irene So, MBA, CMA, CFA

Vice-President & Director, Portfolio Manager

416-733-5208 | Email me

Richard So, CPA, CMA, CIM, CFP, CFA

Portfolio Manager & Wealth Advisor

416-733-5704 | Email me

Jonathan Yung, CFP, FCSI, CIM

Associate Advisor

905-764-6316 | Email me

Elaine Law, CFA, FCSI, CIM, MA

Associate Advisor

416-733-5237 | Email me

Marcia Zhou, CFP, FCSI, CIM, BA

Associate Advisor

905-764-3907 | Email me

Michael Tse

Associate Advisor

416-733-5700 | Email me

Dennis Wong

Associate

416-733-5243 | Email me