We strive every day to build custom portfolios and provide you with sound financial advice to help navigate a complicated world. We do this by working as a team. We get to know you, your family and spend all of our time formulating strategies to help you achieve your goals.

Derek D. Russell, B.Comm., CFA

Senior Portfolio Manager & Investment Advisor

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Cindy MacInnis, BA, FCSI, CIWM, CFP

Associate Wealth & Investment Advisor

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Paul Cafagna

Associate Investment Advisor

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Chris J. Boehm, FMA, FCSI, CFP®, CIM®

Senior Associate

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Kristen Chin

Associate

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Maria Economou, BA

Associate

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Jessica Chu, BA

Administrative Assistant

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