Sean Wagman

Sean Wagman, MBA, CFP, PFP, FCSI

Senior Portfolio Manager & Wealth Advisor

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Raffi Daghlian

Raffi Daghlian, CFP, CIM

Portfolio Manager & Wealth Advisor

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437-734-5205 | LinkedIn

Edward Lee

Edward Lee, CIM

Associate Advisor

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Rachele Oddi

Rachele Oddi

Administrative Assistant

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416-733-5250