Our Team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing 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.

Phone : 416-929-6432

130 King Street West The Exchange Tower, Suite 3200
Toronto, ON, M5X1J9

Business hours

Our team of experts

Wealth Advisor & Portfolio Manager

Senior Wealth Advisor & Portfolio Manager

Howard Yang

Senior Wealth Associate

Will Filipiuk

Wealth Associate

Daniella Sermino Rosa

Wealth Associate

Contact us

We are available to talk to you face-to-face, on the phone, or virtually.

Schedule a time that works for you.

130 King Street West The Exchange Tower, Suite 3200
Toronto, ON, M5X1J9