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 Yonge and St. Clair branch teams.

Carter Zweig Wealth Management 

Phone Number416-960-6120 | Visit Website


David Fickel, CFA

Senior Portfolio Manager & Wealth Advisor

Phone Number416-966-0612 | Email me | Visit Website


Edward Lee, CIM, MBA

Investment Advisor

Phone Number416-960-4243 | Email me | Visit Website

Elizabeth Arseneau, FMA, CIM

Portfolio Manager

Phone Number416-960-4592 | Email me | Visit Website

Lauer Private Wealth 

Visit Website

Louise Stevenson

Portfolio Manager & Wealth Advisor

Phone Number416-842-2408 | Email me | Visit Website

MacLean Wealth Management Group 

Email me | Visit Website


 

Let us connect you with an advisor today!

 

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