How to find us

We are available by phone, fax, email, and the web form below.

Please do not hesitate to reach out for more information or to schedule an appointment.

Rita Benefield, Senior Portfolio Manager & Investment Advisor
(613) 721-4117 |
Toll free: 1-800-423-8812 | Fax: (613) 721-4680
Christos Koutsavakis, Associate Wealth & Investment Advisor
Rick Sunstrum, Associate
(613) 721-1670 |


Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

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Our Offices

303 Moodie Drive
4th Floor
Ottawa, Ontario
K2H 9R4
By appointment only. We have free parking.