Susan Gottlieb, CIM

Vice-President, Associate Portfolio Manager & Wealth Advisor

416-842-3520 | Email me
416-842-3472 | LinkedIn
1-866-614-7081

Susan has over 30 years experience in the financial services industry in Toronto and surrounding communities. As a recipient of the Canadian Investment Manager (CIM) designation and a Fellow of the Canadian Securities Institute (FCSI) she brings a deep understanding of what clients want their money to do for them.

Greg Wega, FCSI, FMA

Associate Wealth Advisor

416-842-3591 | Email me
416-842-3472 | LinkedIn
1-866-614-7081

Greg started his career in 1992 with RBC and works with our clients providing in-depth financial planning. As a Fellow of the Canadian Securities Institute (FCSI) and recipient of the Financial Management Advisor (FMA) and Certified Senior Advisor (CSA) designations, he has a special interest in understanding the unique needs of our aging clients and how this impacts their financial lives. Greg also handles the day-to-day portfolio management for many of our clients and ensures we deliver excellent client service.

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