Putting you first with a team approach!

Becoming our client means that you will receive timely service and professional advice through a synergized team approach. The team is comprised of a core group of professionals, who each possess a unique specialization in their area of expertise. All members are highly qualified, experienced and they are always available to help complete your wealth management experience.

Charlie Gabay

Charlie Gabay, CFP

Wealth Advisor & Financial Planner

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416-733-5250

Headshot of Angela Zhang

Angela Zhang

Associate

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416-733-5250