Our Undivided Attention – When You Need It Most

Simplify your life by delegating your day-to-day investment decisions to one of our highly-accredited Investment Counsellors, so you can focus on what matters most to you.

Aki Constantinou, CFA, CFP, FMA

Investment Counsellor

Phone Number905-897-8018 | Email me | Visit Website

Dileep Samuel, CFA, CFP, MBA

Senior Investment Counsellor

Phone Number905-897-6694 | Email me | Visit Website

Emilio De Filippis, CPA, CA, CFA

Senior Investment Counsellor

Phone Number416-956-0650 | Email me | Visit Website

John Spitman, CFA, CFP, FCSI, CIM

Senior Investment Counsellor

Phone Number905-897-8014 | Email me | Visit Website

Neil Marsh, CIM, CFA

Investment Counsellor

Phone Number905-897-4327 | Email me | Visit Website

Shamus McLoughlin, CPA, CA, CFA

Investment Counsellor

Phone Number416-956-1925 | Email me | Visit Website