Our Undivided Attention – When You Need It Most

Simplify your life by delegating your day-to-day investment decisions to one of our highly-accredited Investment Counsellors, so you can focus on what matters most to you.

Randy Mitchell

Managing Director - Eastern Canada

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David Stewart, CFA, CFP

Senior Investment Counsellor

Phone Number613-239-3001 | Email me | Visit Website

Diana Mrzena, CFA, PFP, CIM

Investment Counsellor

Phone Number613-239-3058 | Email me | Visit Website

Janet McKeage, CFA, PFP

Senior Investment Counsellor

Phone Number613-239-3039 | Email me | Visit Website

Maral Chukhalkhuu, CFA

Investment Counsellor

Phone Number613-564-2110 | Email me | Visit Website