McGill. B. Com. Hons Economics Founder and Chairman
President & COO
B. Sc., M.A., CFA Director
Vice President
Vice President &Chief Compliance Officer
Vice President Marketing
Vice President Trading
CFP, CIMVice President Client & Advisor Success
Portfolio Manager
Vice President & Senior Portfolio Manager
Investment Advisor Toronto Office
Vice President & Investment Advisor Niagara-on-the-lake Office
Investment Advisor Georgetown Office
Administrative Assistant Niagara-on-the-lake Office
Vice President & Investment Advisor Oakville Office
Vice President & Investment Advisor Toronto Office
Vice President & Investment Advisor Whitby Office
Portfolio Manager Georgetown Office
CPA, CMA, CEA Investment Advisor & Certified Executor Advisor Oakville Office
Office Manager Whitby Office
Portfolio Manager Toronto Office
Business Development Analyst Toronto Office
Investment Advisor Oakville Office
Cheryl Maloney
