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