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 Orillia branch teams.

Marites Mendoza

Investment Advisor

Phone Number705-329-1318 | Email me | Visit Website

Matthew Jenkins

Investment Advisor

Phone Number705-329-1290 | Email me | Visit Website

Melanie Smith, CIWM

Senior Portfolio Manager & Wealth Advisor

Phone Number705-329-2630 | Email me | Visit Website

Timothy Corney, CFA

Senior Portfolio Manager

Phone Number705-329-1261 | Email me | Visit Website


Let us connect you with an advisor today!


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