A destination practice

 

Our team is high-performing and award-winning, but most of all, we’re united in understanding that this profession allows us to achieve some very special outcomes for our clients and the families we work with.

Michael Yhip

Michael Yhip, CFA

Senior Portfolio Manager & Wealth Advisor

Louie Chen

Louie Chen

Associate Wealth Advisor

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Jim Gandhi

Jim Gandhi, MBA, CFP

Associate Wealth & Investment Advisor

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Noah Hirji Gliatis

Noah Hirji Gliatis

Associate

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Sachkirat Chahal

Sachkirat Chahal

2024 Summer Intern

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