Putting you first with a team approach

As our client, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.

jonathan somerville

Jonathan Somerville, CIM

Senior Portfolio Manager & Investment Advisor

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519-675-2020 | LinkedIn
1-800-265-5911

Joshua McNorgan

Associate Advisor

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519-675-2020
1-800-265-5911

Our Mission Statement

To help our clients to simplify their financial affairs and provide the highest level of service, honesty and teamwork available.

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