Trallee Fanara, CFP®, CIM, FCSI

Portfolio Manager & Investment Advisor, Financial Planner

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1-800-267-1522

Jodi Scott, PFP

Associate Wealth Advisor

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905-436-5068
1-800-268-1522

Lorena Ortiz

Associate Advisor

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905-436-5068
1-800-267-7522