Like most wealth professionals, we have the broad experience and financial acumen to build and protect your wealth. But our team’s value lies in our commitment to forming a meaningful connection with you and supporting your financial life with diligence, compassion and care.

 

Victoria Walzak, MBA, CIM

Portfolio Manager & Investment Advisor

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905-546-5300
1-800-461-0274

Silvia Felicio, CIM, CMT

Associate Investment Advisor

Daniel Walzak

Associate

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Dillon Blain

Associate