Our team

As a valued client once told us: “everyone on your team is a swimmer.” With our client-centred, performance-focused approach, we work together as a team to cut through the complexities of investing, and help our clients achieve true financial independence. 

Alan MacDonald, CFA

Senior Investment Advisor


Iain Davidson, CFA

Portfolio Manager


Alexandra Graff

Client Experience Manager


How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields