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 Leaside branch teams.

Ali Pan-Artani, HBA, CFP

Wealth Advisor

Phone Number416-789-3025 | Email me | Visit Website

Coyle & Goddard Wealth Management Group 

Phone Number416-699-4997 | Email me | Visit Website

Leslie Nelson, MBA, CFA

Portfolio Manager & Investment Advisor

Phone Number416-699-1359 | Email me | Visit Website

Orlando Lopez, CFP, CIM

Investment Advisor & Financial Planner

Phone Number416-699-0185 | Email me | Visit Website

Rita Li, CFA, MBA, CFP

Portfolio Manager & Wealth Advisor

Phone Number416-974-3794 | Email me | Visit Website

Steve Walker

Senior Investment Advisor

Phone Number416-699-1540 | Email me | Visit Website

Yathu Yogathas, CIM

Investment Advisor

Phone Number416-974-5766 | Email me | Visit Website

 

Let us connect you with an advisor today!

 

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