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Our team of specialists is here to meet your needs.

Phone : 416-507-8898

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

Business hours

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Sylvia Cai

Wealth Associate

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English, Cantonese

Marc Smorenburg

Wealth Associate

Ellis Reid

Telemarketing Agent

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.