Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the North York branch teams.


Barasch - Wellwood Wealth Partners 

Phone Number416-733-2235 | Email me | Visit Website

Bereskin Investment Advisory Group 

Phone Number416-733-9411 | Email me | Visit Website


Cordes & Lisi Wealth Management 

Phone Number416-733-5290 | Visit Website


Daly Padro, BA, CIM, PFP

Portfolio Manager & Investment Advisor

Phone Number416-733-5182 | Email me | Visit Website

Daniel (Jia Long) Xu, CFP®, PFP, CIM

Portfolio Manager

Phone Number416-733-5122 | Email me | Visit Website

David Crotin, MASc, CIM

Investment Advisor

Phone Number416-733-5181 | Email me | Visit Website




Jeff Turner

Senior Portfolio Manager

Phone Number416-733-5221 | Email me | Visit Website





Mark Ward, CFP®, FCSI

Senior Portfolio Manager & Investment Advisor

Phone Number416-733-5453 | Email me | Visit Website

Mark Kanhai

Investment Advisor & Financial Planner

Phone Number416-733-5394 | Email me | Visit Website

Mark Pearlstein Wealth Management 

Phone Number416-733-5257 | Email me | Visit Website


Nancy Woods

Senior Portfolio Manager

Phone Number416-733-5200 | Email me | Visit Website

Ni Wealth Management Group 

Email me | Visit Website

Pavel Tselichtchev

Investment Advisor

Phone Number416-733-5533 | Email me | Visit Website


Perruzza-Mastromartino Wealth Management Group 

Visit Website



Reeve Serman, B.Comm., MBA

Investment Advisor

Phone Number416-733-5461 | Email me | Visit Website

Richard I. Schaefer, MBA

Senior Investment Advisor

Phone Number416-733-5468 | Email me | Visit Website




Wagman and Daghlian Wealth Management Group 

Phone Number416-995-8019 | Email me | Visit Website

Wakida & Provost Wealth Management 

Email me | Visit Website

Yang & Wu Private Client Group 

Visit Website


 

Let us connect you with an advisor today!

 

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