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Senior Portfolio Manager & Wealth Advisor
As the Senior Portfolio Manager and Wealth Advisor, Lee is the cornerstone of our team. With over 20 years of experience in the financial sector, Lee's track record of proven success is a testament to his deep knowledge and expertise. Holding prestigious designations such as the Chartered Investment Manager (CIM), Personal Financial Planner (PFP), and Fellow of CSI (FCSI), he embodies the pinnacle of professional excellence in wealth management. Lee is an Economics graduate from the University of Western Ontario.
Associate
Julien brings a wealth of experience from the banking and wealth management sectors. His remarkable success in banking is driven by his dedication to client service and deep understanding of the financial markets. His ability to craft bespoke financial solutions makes him an invaluable asset to our team and clients. Julien is a Finance graduate from the University of Guelph.
Associate Wealth advisor
Meghan is a dedicated member of our team with a passion for helping clients achieve their financial goals. With a strong work ethic and a love for client interaction, Meghan is known for her personable approach and commitment to building lasting relationships. Her experience in the investment industry enables her to provide valuable insights and tailored financial solutions. Meghan is a Finance graduate from Western University.
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