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 Richmond Hill branch teams.


Brian Tsang

Investment & Wealth Advisor

Phone Number905-764-1249 | Email me | Visit Website


Christopher Chou 周放, CIM, PFP

Senior Portfolio Manager & Wealth Advisor

Phone Number905-764-1680 | Email me | Visit Website


David Fowler, FCSI

Investment Advisor

Phone Number905-764-5942 | Email me | Visit Website



Enzo Lombardi

Senior Portfolio Manager & Investment Advisor

Phone Number905-764-8295 | Email me | Visit Website

Gerri Sonkin, PFP

Investment Advisor & Financial Planner

Phone Number905-764-1079 | Email me | Visit Website


Ip Wealth Management Group 

Email me | Visit Website

Jeffrey Lee, CIM, CFP

Portfolio Manager & Wealth Advisor

Phone Number905-764-2127 | Email me | Visit Website

Jerry Zhao, MBA, CFP, CIM

Investment Advisor & Financial Planner

Phone Number905-764-5639 | Email me | Visit Website

Jin (Jean) Lou, MBA, CIM

Senior Portfolio Manager & Investment Advisor

Phone Number905-764-3517 | Email me | Visit Website

John Cumming, MBA, CFP

Senior Investment & Wealth Advisor

Phone Number905-764-5191 | Email me | Visit Website





Mark Trussell, CIM, CFP, PFP, FCSI

Portfolio Manager & Investment Advisor

Phone Number905-764-5135 | Email me | Visit Website

Michael Yhip Wealth Partners 

Email me | Visit Website

Monika Negrette, CFP

Investment Advisor & Financial Planner

Phone Number905-764-4726 | Email me | Visit Website

Nick Dodds, CFP, CIM

Senior Portfolio Manager & Investment Advisor

Phone Number905-764-5601 | Email me | Visit Website


Paula Kotarba

Portfolio Manager & Investment Advisor

Phone Number905-764-3501 | Email me | Visit Website



Ron Ciotola, CFA

Senior Portfolio Manager

Phone Number905-764-3662 | Email me | Visit Website

Ryan Gennaro, CIM

Investment Advisor

Phone Number905-764-5638 | Email me | Visit Website

Schaffer Wealth Management 

Email me | Visit Website

Serina Lam, CFP®, FCSI, FMA

Investment Advisor

Phone Number905-764-2105 | Email me | Visit Website

Simbul-Lezon Wealth Management Group 

Phone Number905-738-3272 | Email me | Visit Website

Stella Cheung, CFP

Investment & Wealth Advisor, Financial Planner

Phone Number905-764-3937 | Email me | Visit Website

Strauss Rom Strategic Wealth Management Group 

Phone Number1-800-268-6959 | Visit Website



The Trentos Advisory Group 

Phone Number1-800-268-6959 | Visit Website

Touraj Malakian, CFA, PFP

Investment Advisor

Phone Number905-764-5732 | Email me | Visit Website

Travis MacDonald, CFA, MA (Econ), PFP

Investment Advisor & Financial Planner

Phone Number905-764-5965 | Email me | Visit Website


 

Let us connect you with an advisor today!

 

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