We work together to achieve your goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Our team of experts
Senior Wealth Advisor & Portfolio Manager
English
- With over 25 years in the investment world, Sean brings significant expertise to his financial practice.
- Holds a Bachelor of Commerce degree from McMaster University, an MBA from Dalhousie University, and holds CIMA, CFP, FCSI®, and FICB designations.
- Responsible for the development of tailored and client-centric investment strategies performing detailed client portfolio construction and analysis.
- Invited as a guest speaker to various financial and bank conferences to speak about best practices in Portfolio Management and Growth.
Senior Wealth Advisor & Portfolio Manager
English
- Amy holds over 15 years of experience in the financial world bringing unparalleled passion to solving complex financial problems and producing results.
- Holds a BSc degree from Western University, double majoring in Financial Economics and Applied Mathematical Studies. Also holds CIM and FCSI® designations.
- Interviewed numerous times on BNN and quoted in the Globe & Mail, CBC News, The Canadian Press, and Advisor's Edge magazine.
- Mentor with Women in Capital Markets.
- Engaging and entertaining speaker at various bank events and financial conferences.
Simone Dinally
Senior Wealth Associate
English
- Licensed Investment Representative
- Simone brings forth over 25 years of experience in the financial services industry.
- Highly knowledgeable in Registered Products (RRSPs, TFSAs, RRIFs, IPPs) and tax related inquires.
- Very passionate about providing the highest quality of service and administration to clients.
