Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Niagara Falls branch teams.

Frank Riddle, CFP

Investment Advisor

Phone Number905-358-0132 | Email me | Visit Website

Gloria Spicer, PFP, FMA, FCSI

Investment & Wealth Advisor, Financial Planner

Phone Number905-358-3759 | Email me | Visit Website


Michael Jardine, CFP, CIM

Senior Portfolio Manager, Financial Planner

Phone Number905-358-3266 | Email me | Visit Website


 

Let us connect you with an advisor today!

 

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