Providing our clients with peace of mind

We have dedicated our careers to protecting and enhancing the financial well-being of our discerning clientele, and we take pride in doing so with expertise and excellence. Beyond that, we create a white-glove experience for our clients, doing everything it takes to put them at ease and instill confidence in their finances.

Bob Skeat photo

Robert (Bob) Skeat, CIM, FCSI, FEA

Senior Portfolio Manager & Wealth Advisor

Angel Tang photo

Angel Tang, CFP, CIM, FCSI

Associate Portfolio Manager & Associate Wealth Advisor


Adelle Leger

Adelle Léger, CPA, CA, CFP

Senior Wealth Planning Specialist

Lindsey McLaughlin photo

Lindsey McLaughlin, CIM, FCSI

Senior Associate Advisor


Ksenia Naboka, CFP

Associate Wealth Advisor & Financial Planner


Daria Kazhdan photo

Daria Kazhdan

Associate Advisor