Mark Randall

Mark Randall, PFP, CIM

Senior Portfolio Manager, Investment Advisor, & Financial Planner

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Trevor Roberts

Trevor Roberts, CFP, CIM, FCSI

Senior Portfolio Manager, Investment Advisor, & Financial Planner

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Michael John

Michael John Kooy

Portfolio Manager & Investment Advisor

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519-337-3775 | LinkedIn

Robert Giampietri

Robert Giampietri, CIM, LL.B

Investment Advisor

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Tyler MacLaren

Tyler MacLaren, CFP

Associate Wealth Advisor & Financial Planner

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Shewayhat

Lisa Shewayhat

Associate Investment Advisor

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519-337-3775 | LinkedIn
1-800-465-3374

Brown

Wes Brown

Associate Wealth Advisor

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519-337-3775 | LinkedIn
1-800-465-3374

Alzira Caetano

Alzira Caetano

Associate

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Mitchell

Jen Mitchell

Assistant

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519-337-3775
1-800-465-3374