Meet our team

Ivy begins each day by prioritizing her tasks and approaching each one with precision. She is incredibly thorough and practices agile methodology to ensure she is responsive to changing situations and challenges. Through responsive and open communication, Ivy considers herself a symbiotic partner in her clients’ success. She brings over a decade of experience in the financial industry to her work, as well as a commitment to put her clients’ needs first. Ivy holds a Bachelor of Business Administration from the University of Toronto with a specialty in International Business.

Outside of the office, Ivy hones her eye for detail with arts and crafts. She enjoys spending time with her family, especially over the holidays. She’s a movie fan, and she loves a good sci-fi thriller.

Helping people navigate the complex world of finance is Maria’s true passion. She offers her advice through active communication and collaboration with each client. To her relationships, she brings responsibility, integrity, flexibility and a determination to thoroughly understand the needs of others. Maria holds a Bachelor of Commerce with Distinction from the University of Toronto, where she had a Finance Internship at the Women’s Legal Education and Action Fund (LEAF). She has completed her CSC (Canadian Securities Couse).

She speaks English, Italian and Russian. Maria enjoys staying active, has a passion for Italian culture, food and wine, and adores Russian classic literature.

Tracey seeks to know clients through open communication and mutual respect. She operates with a sincere desire to understand their financial situations and develop a tailored investment strategy to help them achieve their goals. Her passion to help people better manage their assets is enhanced by the critical thinking skills she honed while earning an engineering degree from McMaster University.

A quick learner and a team player, Wesley ensures smooth daily operations by coordinating client portfolio reviews, processing account documentation and supporting Wealth Advisors in meeting client requests. In his day-to-day practice, Wesley finds it crucial to gain a comprehensive understanding of clients, including lifestyle, work, family, and any of their behaviors or habits that could impact their financials. Ultimately, Wesley aspires to help clients achieve their financial goals in a sustainable way.

Vennis has many years of administrative and clerical experience and as a result brings with her strong communication and organizational skills that provide excellent support to our clients and team members. Besides her technical skills, she is also very responsible and enjoys working with people. Furthermore, Vennis is an educator at heart and for over 20 years, she assumed teaching and leadership positions at a school in Hong Kong. She is a caring person and has always been committed to the education and development of her students and team members. Outside of work, she is a choir member at her local church and spends her leisure time with family and friends in Canada. Her goal is to sharpen her skills in cooking and baking so she can share her love of food with others.