Meet your expert advisors

Panos Sechopoulos, B.A. (Honours), M.A. Econ., CFA, CFP, FMA

Senior Portfolio Manager & Wealth Advisor

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519-252-3672 | LinkedIn

Dan Tegeltija, B.Comm., (Honours) CFP, CIM

Associate Investment Advisor

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Lou Valente, MBA, PFP, CFP, MBA, CIM, PFP

Senior Portfolio Manager & Investment Advisor

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519-252-3672 | LinkedIn

Stella Dhono, BBA (Honours), PFP, PFP

Associate Wealth & Investment Advisor

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519-252-3672 | LinkedIn

Meet our valuable support team

Kelly Sutherland, B.Comm (Honours)

Associate

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519-252-3672 | LinkedIn

Breanne Holmes, B.Sc.

Associate

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519-252-3672 | LinkedIn