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, CFP, CIM

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

Elton Cheung

Investment Advisor

Phone Number416-289-1621 | 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

Mohamed Refaat, CFA, CIM, PFP, FCSI

Investment & Wealth Advisor

Phone Number647-646-8378 | Email me | Visit Website

Morgan Wealth Management 

Phone Number416-842-3324 | Email me | Visit Website

Naman Private Wealth 

Phone Number416-289-8680 | Email me | Visit Website

Ratz-Cheung Wealth Management 

Phone Number416-289-4179 | Email me | Visit Website

Sakellariou Wealth Management 

Phone Number416-289-2992 | Visit Website

Shuling Sun, MA (Econ), CIM

Portfolio Manager & Investment Advisor

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

Stephane Armand

Branch Director

Phone Number416-289-2430 | 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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