We believe in achieving more, together


Working together, our service becomes greater than the sum of our parts. We’ve streamlined money management, financial planning, and tax expertise into one office, and expanded on those services with the help of our professional networks. It’s how we ensure that every financial need you face in life – whether it relates to your business, your farm, your retirement, or your family’s well-being – is a need we can plan for, and act upon, together.

Paul Empringham

Paul Empringham

Senior Portfolio Manager

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905-324-0054 | LinkedIn

Jeremy Bridger

Jeremy Bridger, MBA, CFP

Wealth Advisor & Financial Planner

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Ken Lancaster

Ken Lancaster, B.Sc. (Hons), MBA, FEA, CPA, CA

Financial Planner

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Marianne Currado

Marianne Currado, CFP

Financial Planner

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David Packham

David Packham, CFA

Associate Advisor

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Guilda Hannah

Guilda Hannah

Administrative Assistant

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Bushra Khawaja

Bushra Khawaja

Associate

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Emma Camposilvan

Emma Camposilvan

Associate

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Rachel Smith

Rachel Smith

Administrative Assistant

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Vania Da Silva

Vania Anjos Da Silva

Associate

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Share your story

Let's chat

Our team’s story is far from over, but we couldn’t be more confident that we’ve already landed where we belong. To share your story and learn how we can help you achieve your financial goals, please contact us today.