Connect With Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

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Frank Lorkovic

Vice President & Portfolio Manager


Phone: 519-747-4324

Brent DeKoning

Investment Advisor


Phone: 519-747-5541

Farrah Amikons



Phone: 519-747-1634



Our Location

Located in the heart of downtown Waterloo, we are here to serve your financial wealth management needs. 

We would love to hear from you. Feel free to connect with us online, phone or by email.

Branch Information

95 King St. South - 3rd Floor
Waterloo ON, N2J 5A2

Toll-Free: 1-800-265-8720