Guiding our clients and their families to financial independence, every step of the way

 

Every day, we strive to become one of our clients’ most trusted advisors. As your committed, responsive team of wealth professionals, we take great pride in bringing structure, organization, and clarity to the complicated world of wealth management.

Kathy Findlay

Kathy Findlay, CIM

Portfolio Manager & Wealth Advisor

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Gurminder Parmar

Associate

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Jaden Sio

Jaden Sio, BBA

Associate

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We’re always looking to anticipate questions and issues clients may have before they even know they have them.

— Kathy Findlay