Maureen O'Neill

Vice-President & Portfolio Manager

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Jennifer Shone, CFP®

Investment Advisor

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Agnieszka (Agnes) Wasiluk

Associate

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Edward (Eddy) Lis

Associate

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We are committed to providing excellent client service. Our team members have diverse backgrounds and areas of expertise, enabling us to leverage our skills, offering the best possible value to you.

RBC Banking Partners

We work closely with our partners at RBC to coordinate premium banking services customized to our clients unique needs, as a compliment to our wealth management services.

 Professional Referrals

We also offer access to our network of professionals such as lawyers and accountants to help ensure the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts.

 

 

Contact Us

If you would like to learn more about how we help families, Business Owners and Executives by incorporating comprehensive wealth management techniques, we would be happy to meet with you to see if we could offer value to your financial well being.

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