Proactive strategies, expert advice, honest guidance 

It’s important that our clients know just how important they are to us, and we show it in our responsiveness, adaptability, and proactive solutions. As we like to say, family comes first but our clients are a very, very close second. 

Perry Shak, CFA, F.Pl., FEA

Senior Portfolio Manager & Investment Advisor


Raluca Popescu

Raluca Popescu, F.Pl.

Associate Wealth Advisor


Hunter Anderson