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 Oakville branch teams.

Ayaz Private Wealth Management Group 

Phone Number905-845-4669 | Email me | Visit Website



Christos Loulousis, CFP®

Investment & Wealth Advisor

Phone Number905-257-0510 | Email me | Visit Website

Devon Andrighetti, CIM

Investment & Wealth Advisor

Phone Number905-845-6947 | Email me | Visit Website


Eric Horning, PFP

Investment Advisor

Phone Number365-228-6509 | Email me | Visit Website



Jessica Yu, 余宜雅, CFP

Investment Advisor

Phone Number905-842-1183 | Email me | Visit Website



Lauren Ryan, CIM, PFP, FCSI

Wealth Advisor & Financial Planner

Phone Number905-845-9436 | Email me | Visit Website

Mark Grimme

Senior Portfolio Manager & Investment Advisor

Phone Number905-469-7066 | Email me | Visit Website

Mark Bowyer Wealth Management 

Email me | Visit Website



Michael Horning

Investment Advisor

Phone Number905-815-8162 | Email me | Visit Website

Michael Capobianco

Investment Advisor

Phone Number905-469-7053 | Email me | Visit Website



Philip De Souza, B.Comm., PFP

Senior Portfolio Manager & Investment Advisor

Phone Number905-815-8430 | Email me | Visit Website

Robert Clarke, CFP

Investment & Wealth Advisor

Phone Number905-469-2670 | Email me | Visit Website

Sheridan Wealth Management Group 

Email me | Visit Website

The Allington Wealth Management Group 

Email me | Visit Website



The Goddard Private Client Group 

Email me | Visit Website

The Madill Investment Team 

Email me | Visit Website




Wanning Bunny Li, CFP, PFP

Investment Advisor & Financial Planner

Phone Number416-822-4213 | Email me | Visit Website

 

Let us connect you with an advisor today!

 

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