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

Jack Yang, MBA, CFP, CIM, CIWM, FCSI

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!

 

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

Please be advised that any information sent through this form is not considered secure and privacy cannot be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields