Marcel Raab, CFP®, PFP

Vice-President, Investment & Wealth Advisor

416-231-8370 | Email me

Tom Petsopoulos

Associate Advisor

416-239-4225 | Email me

Tom brings to the team a combined 10 years of financial service industry experience with a background in both Wealth Management and Retail Banking. With a pulse of the latest market news, Tom works closely with the team in assisting clients with investment advice, analysis and portfolio construction. Tom brings a fresh perspective to building and rebalancing customized investment portfolios for our clients.

Karisa Kindree

Senior 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’s bright spirit and attention to detail brings positive energy to our office.

Heather Markus

Senior Associate

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.