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 Peel Region branch teams.

 

Mississauga City Centre

 

Aarti Sharma, CIM, CFP, CIWM, PFP

Investment Advisor

Phone Number905-624-0208 | Email me | Visit Website

Adam Carney, CFP, CIM, FCSI

Investment & Wealth Advisor

Phone Number905-897-8390 | Email me | Visit Website

Adam Moreira, CFP, CIM, CIWM, FCSI

Investment Advisor & Financial Planner

Phone Number905-277-1237 | Email me | Visit Website

Adrian Perera, B.B.M

Senior Portfolio Manager & Investment Advisor

Phone Number905-277-6029 | Email me | Visit Website

Ae Young Cho, PFP, CIM, FCSI

Portfolio Manager & Wealth Advisor, Financial Planner

Phone Number905-823-7286 | Email me | Visit Website

Alan Flewelling, CPA, CA

Senior Portfolio Manager & Wealth Advisor

Phone Number905-897-8345 | Email me | Visit Website

Alex McGuire, CIM

Portfolio Manager & Investment Advisor

Phone Number905-277-1723 | Email me | Visit Website

Aman Bhatti, MBA

Investment Advisor

Phone Number905-277-7817 | Email me | Visit Website

Andrew Mustard, CPA, CA

Senior Investment Advisor

Phone Number905-897-6731 | Email me | Visit Website

Brian Yoon, B.Comm., MBA, PFP

Investment Advisor

Phone Number437-446-1046 | Email me | Visit Website

Chetan Wealth Management 

Phone Number905-897-8338 | Email me | Visit Website

Craig Maguire, CIM

Branch Director

Phone Number905-897-8095 | Email me | Visit Website

Dean Morrison, B.Comm.

Senior Investment Advisor

Phone Number905-277-6013 | Email me | Visit Website

Frank Chen

Investment Advisor

Phone Number905-615-5908 | Email me | Visit Website

HS Private Wealth 

Phone Number647-990-7861 | Email me | Visit Website

Jermaine Thornhill

Investment Advisor

Phone Number647-453-9472 | Email me | Visit Website

Jonathan Tyner, CIM

Portfolio Manager & Investment Advisor

Phone Number905-277-1359 | Email me | Visit Website

Manzar Sharifi

Portfolio Manager & Wealth Advisor

Phone Number905-615-5913 | Email me | Visit Website

Michael Linardic

Senior Investment Advisor

Phone Number905-277-6001 | Email me | Visit Website

Mohammad Abbas, LL.M, CFP, TEP

Investment & Wealth Advisor

Phone Number437-772-4111 | Email me | Visit Website

Naresh Thakur, PFP, MBA

Investment Advisor

Phone Number905-897-8341 | Email me | Visit Website

Pallett Private Wealth 

Phone Number905-897-8342 | Email me | Visit Website

Raymond Yu Private Wealth 

Phone Number905-277-6031 | Email me | Visit Website

Ren Wealth Management 

Phone Number905-469-2378 | Email me | Visit Website

Rudy Djangirov, MBA, CIM, CFP

Portfolio Manager & Wealth Advisor

Phone Number905-615-5936 | Email me | Visit Website

Sachin Jain, MBA, PFP

Investment Advisor

Phone Number905-276-3645 | Email me | Visit Website

Sameer Azam, CIM

Portfolio Manager

Phone Number905-615-5919 | Email me | Visit Website

Shekhar Bhalla

Wealth Advisor & Financial Planner

Phone Number905-624-3251 | Email me | Visit Website

The Connor Group 

Phone Number905-897-8340 | Email me | Visit Website

Tina Devkishin

Investment Advisor

Phone Number905-624-1125 | Email me | Visit Website

Tushar Kumar

Investment Advisor

Phone Number905-277-1308 | Email me | Visit Website

Yuni Kipp, MBA, CIM, FCSI

Senior Portfolio Manager & Wealth Advisor

Phone Number905-897-7480 | Email me | Visit Website

Yvonne Chan Family Wealth 

Phone Number905-897-8466 | Email me | Visit Website

Zaks Private Wealth 

Email me | Visit Website
 

Mississauga Lakeshore

 

Antidormi Wealth Management 

 

Phone Number905-822-1213 | Email me | Visit Website
 

Barnsdale & Hussain Wealth Management Group 

 

Phone Number1-866-205-6536 | Visit Website
 

Infantino Private Wealth 

 

Phone Number1-866-891-2637 | Visit Website
 
 

Brampton

 
 

Bola Wealth Management 

 

Phone Number905-450-4143 | Email me | Visit Website
 

James (Jim) Greenshields

Investment Advisor

Phone Number905-495-0032 | Email me | Visit Website
 

S. Robinson & Associates 

 

Phone Number1-800-844-7906 | Email me | Visit Website
 
 

Let us connect you with an advisor today!

 

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