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 Richmond Hill branch teams.

Anwar Wealth Partners 

Phone Number905-764-2106 | Email me | Visit Website

Brian Tsang

Investment & Wealth Advisor

Phone Number905-764-1249 | Email me | Visit Website

Candice Xu

Investment Advisor

Phone Number905-764-5276 | Email me | Visit Website

Christopher Chou 周放, CIM, PFP

Senior Portfolio Manager & Wealth Advisor

Phone Number905-764-1680 | Email me | Visit Website

Cooper Private Wealth 

Phone Number1-800-268-6959 | Email me | Visit Website

David Fowler, FCSI

Investment Advisor

Phone Number905-764-5942 | Email me | Visit Website

David Leong

Investment Advisor

Phone Number905-764-2435 | Email me | Visit Website

Doug Clark, CFA

Portfolio Manager

Phone Number905-764-5561 | Email me | Visit Website

Enzo Lombardi

Senior Portfolio Manager & Investment Advisor

Phone Number905-764-8295 | Email me | Visit Website

Gerri Sonkin, PFP

Investment Advisor & Financial Planner

Phone Number905-764-1079 | Email me | Visit Website

Greenwald Wealth Management 

Phone Number800-268-6959 | Email me | Visit Website

Ip Wealth Management Group 

Email me | Visit Website

Jeffrey Lee, CIM, CFP

Portfolio Manager & Wealth Advisor

Phone Number905-764-2127 | Email me | Visit Website

Jerry Zhao, MBA, CFP, CIM

Investment Advisor & Financial Planner

Phone Number905-764-5639 | Email me | Visit Website

Jin (Jean) Lou, MBA, CIM

Senior Portfolio Manager & Investment Advisor

Phone Number905-764-3517 | Email me | Visit Website

John Cumming, MBA, CFP

Senior Investment & Wealth Advisor

Phone Number905-764-5191 | Email me | Visit Website

Katherine Wan

Investment Advisor

Phone Number905-764-3919 | Email me | Visit Website

Kenneth Tsang

Investment Advisor

Phone Number905-764-3887 | Email me | Visit Website

Kevin Wang

Investment Advisor

Phone Number905-764-4391 | Email me | Visit Website

Mainella Private Wealth 

Phone Number905-764-3045 | Email me | Visit Website

Mark Trussell, CIM, CFP, PFP, FCSI

Portfolio Manager & Investment Advisor

Phone Number905-764-5135 | Email me | Visit Website

Michael Yhip Wealth Partners 

Email me | Visit Website

Monika Negrette, CFP

Investment Advisor & Financial Planner

Phone Number905-764-4726 | Email me | Visit Website

Nick Dodds, CFP, CIM

Senior Portfolio Manager & Investment Advisor

Phone Number905-764-5601 | Email me | Visit Website

Parker Cumming

Investment Advisor

Phone Number905-764-7182 | Email me | Visit Website

Paula Kotarba

Portfolio Manager & Investment Advisor

Phone Number905-764-3501 | Email me | Visit Website

Planert Advisory Group 

Phone Number905-764-5422 | Email me | Visit Website

Richard Ye, MBA, M.Sc.

Investment Advisor

Phone Number905-764-4384 | Email me | Visit Website

Ron Ciotola, CFA

Senior Portfolio Manager

Phone Number905-764-3662 | Email me | Visit Website

Ryan Gennaro, CIM

Investment Advisor

Phone Number905-764-5638 | Email me | Visit Website

Schaffer Wealth Management 

Email me | Visit Website

Serina Lam, CFP®, FCSI, FMA

Investment Advisor

Phone Number905-764-2105 | Email me | Visit Website

Simbul-Lezon Wealth Management Group 

Phone Number905-738-3272 | Email me | Visit Website

Stella Cheung, CFP

Investment & Wealth Advisor, Financial Planner

Phone Number905-764-3937 | Email me | Visit Website

Strauss Rom Strategic Wealth Management Group 

Phone Number1-800-268-6959 | Visit Website

Terence Tsang

Investment Advisor

Phone Number905-764-5696 | Email me | Visit Website

The Porretta Group 

Phone Number905-764-5258 | Email me | Visit Website

The Trentos Advisory Group 

Phone Number1-800-268-6959 | Visit Website

Touraj Malakian, CFA, PFP

Investment Advisor

Phone Number905-764-5732 | Email me | Visit Website

Travis MacDonald, CFA, MA (Econ), PFP

Investment Advisor & Financial Planner

Phone Number905-764-5965 | Email me | Visit Website

Yousef Shadfan

Investment Advisor

Phone Number905-780-8160 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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