Our Undivided Attention – When You Need It Most

Simplify your life by delegating your day-to-day investment decisions to one of our highly-accredited Investment Counsellors, so you can focus on what matters most to you.

Andrew Trumper, CFA, CFP

Investment Counsellor

Phone Number519-661-1231 | Email me | Visit Website

Bud Finch, CFA, CFP

Senior Investment Counsellor

Phone Number519-661-9794 | Email me | Visit Website

David Myatt

Senior Investment Counsellor

Phone Number519-432-4614 | Email me | Visit Website

Julie Morrison, CFA, CIM

Senior Investment Counsellor

Phone Number519-432-0153 | Email me | Visit Website