Marcel Raab, CFP, PFP

Vice-President, Investment & Wealth Advisor

416-231-8370 | Email me

Karisa Kindree

Associate

416-231-3306 | Email me

Karisa works closely with our clients, acting as one of the first points of contact in managing client relationships. In addition, she oversees the trading, administration and documentation of accounts. Karisa liaises with clients to ensure that client requests are executed in a time-efficient manner.

Karisa also guarantees the efficiency of our service by maintaining and innovating our work flow and systems processes.

Heather Markus

Associate Advisor

416-231-5195 | Email me

Heather is responsible for daily trading and research. Her knowledge and expertise are a great asset. Heather is mainly responsible for executing trades and dealing with client requests. Coming from a background as a Branch Administrator, she understands the daily work flow and compliance behind each transaction. Heather offers an exceptional client experience.

Tom Petsopoulos

Administrative Assistant

416-239-4225 | Email me

Tom works closely with Marcel and our team to facilitate client meetings, events and ensures our team is equipped with the best resources. He helps with research and maintaining accounts. He coordinates our team’s communication and provides continuous support while delivering exceptional client service. Tom guarantees that our clients’ interaction with our team is smooth, seamless and always pleasant.