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Senior Investment Advisor
Malcolm has been successfully helping clients build and protect their wealth since 1987. He draws on his depth of knowledge and expertise, and access to a range of investment tools and resources, to expertly manage assets for high-net-worth individuals in excess of $1 billion. A graduate of Mount Allison University, Malcolm holds a Bachelor of Commerce (Hons.) degree. He is also a two-time provincial finalist for the IDA Distinction award.
Away from the office, Malcolm enjoys golfing with family and friends, traveling with his wife, Robin, and spending time with his young grandson.
Investment Advisor
Evan has over 10 years of experience in the financial markets and, in his previous role, managed a sales team across the country. He is passionate about working with clients to build robust financial plans. Evan’s life insurance license gives him the opportunity to work with clients to explore how life insurance can be an integral part of their estate planning needs. He received his Bachelor of Commerce degree from Dalhousie University.
An athlete at heart, away from the office, Evan enjoys playing squash, golf and hockey, and is passionate about coaching junior ski racing.
Senior Associate Investment Advisor
Backed by 37 years of financial services industry experience, Leighton provides access to a wide range of services to help clients build and protect their wealth. He develops comprehensive wealth management solutions for his clients, while providing excellent client service. Leighton has held previous roles as both a retail and institutional business development executive with some of Canada’s largest asset management companies. His breadth of experience, expertise and credentials help ensure sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs.
When not working, you can find Leighton refereeing hockey in the winter and enjoying most outdoor sports in the warmer weather as well as spending time with family. Dedicated to giving back to his community, Leighton has volunteered with Big Brothers and Big Sister of Toronto, and has held several volunteer roles with a number of minor sports organizations.
Senior Associate
Drawing on her expert knowledge and 37 years of industry experience, Marilyn provides access to a comprehensive range of services to help you build and protect your wealth. In her current role, she primarily assists with developing wealth management solutions for Malcolm’s clients.
Away from work, you can find Marilyn playing darts and bridge in the winter and golf in the warmer weather, as well as spending time with family. Marilyn believes in supporting her community, and has been a volunteer with various organizations, minor sports and clubs over the years.
Administrative Assistant
Sophie received her Bachelor of Commerce degree from the University of Toronto and brings valuable hands on experience in wealth management back office operations. Her strong organizational skills and attention to detail support out team in delivering exception client service. In addition to her formal education Sophie is fluent in English, French and Mandarin. Outside of work, Sophie is an accomplished flutist and performs with the Canadian Chinese Orchestra.
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