Our Team

Partners

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Verna Johnson

Senior Investment & Wealth Advisor
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Natalia Sousa, FCSI, CIM

Senior Portfolio Manager & Wealth Advisor
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Jeffrey Thoroski, CIM

Senior Portfolio Manager & Wealth Advisor

Associates

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Raffaele Cianflone

Associate Advisor
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Dean Johnstone

Associate Investment Advisor
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Pamela Santos

Associate Wealth Advisor

Administrators

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Gaylene Kapustiak

Senior Administrative Assistant
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Chelsea Wilson

Assistant

Wealth management made simple.

Your financial situation is unique and deserves a flexible wealth management plan. See how we can help you design your financial lifestyle.

Our Services
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Wealth management made simple.

Your financial situation is unique and deserves a flexible wealth management plan. See how we can help you design your financial lifestyle.


Our Services

Let's plan for your success.

Unlock your financial potential with our expert guidance.
Contact Us