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 Toronto East branch teams.

Alex Lee, PFP

Senior Portfolio Manager & Wealth Advisor

Phone Number416-289-5771 | Email me | Visit Website

Amin Karim-Zadeh

Investment Advisor

Phone Number416-751-2402 | Email me | Visit Website

Christopher D. Burns, FCSI, FMA, CIM, B.Sc., BA

Senior Portfolio Manager & Wealth Advisor

Phone Number416-289-4150 | Email me | Visit Website

Hart Wealth Management Group 

Email me | Visit Website


Investment & Wealth Advisor, Financial Planner

Phone Number647-668-5788 | Email me | Visit Website

Jeeshan Masud, CFA

Investment Advisor

Phone Number416-289-2349 | Email me | Visit Website

Sakellariou Wealth Management 

Phone Number416-289-2992 | Visit Website

Shuling Sun, MA (Econ)

Investment Advisor

Phone Number416-289-5705 | Email me | Visit Website

The Blair Smears Wealth Management Group 

Phone Number1-888-440-7680 | Visit Website

The Papadina Group 

Email me | Visit Website

Yan Zhou, MBA, CFP

Investment Advisor

Phone Number416-289-2886 | Email me | Visit Website


Let us connect you with an advisor today!


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