James P. MacLean, FCSI, PFP, CIWM, CFP®

Senior Portfolio Manager And Wealth Advisor

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416-974-0332
1-800-766-1034

Joanne P. Young, BA, PFP

Investment Advisor

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416-842-0248
1-800-561-6431

Alex Montgomery, BA

Associate

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416-974-0332
1-800-766-1034

Michael Sands

Administrative Assistant

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416-974-0332
1-800-766-1034