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Senior Portfolio Manager & Wealth Advisor
As the Senior Portfolio Manager and Wealth Advisor, Lee is the cornerstone of our team. With over 20 years of experience in the financial sector, Lee's track record of proven success is a testament to his deep knowledge and expertise. Holding prestigious designations such as the Chartered Investment Manager (CIM), Personal Financial Planner (PFP), and Fellow of CSI (FCSI), he embodies the pinnacle of professional excellence in wealth management. Lee is an Economics graduate from the University of Western Ontario.
Associate
Julien brings a wealth of experience from the banking and wealth management sectors. His remarkable success in banking is driven by his dedication to client service and deep understanding of the financial markets. His ability to craft bespoke financial solutions makes him an invaluable asset to our team and clients. Julien is a Finance graduate from the University of Guelph.
Noah is a recent Management and Finance graduate from the University of Toronto. His fresh perspective and eagerness are refreshing additions to our team. Noah represents the next generation of wealth management professionals, bringing with him the latest academic insights and innovative approaches.
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