Earning respect, building trust

We are a team-oriented, client-focused group of wealth experts that believe in earning respect and building trust by doing what’s right – always. To that end, we leverage our unique life and industry experience to deliver unparalleled service in every client interaction.

Photo of Jonathan Allison

Jonathan Allison, B.Comm., CIMA

Senior Wealth Advisor

519-980-3246 | LinkedIn

Photo of Angelo Martinello

Angelo Martinello, MBA, CIM, FCSI

Senior Wealth Advisor


Photo of Dane Charles

Dane Charles

Associate Investment Advisor

519-817-9605 | LinkedIn

Photo of Rachel Sine

Rachel Sine

Associate Wealth Advisor



Keep things simple

Discover the beauty of simplifying your financial life.

Contact us today