Meet our team
We work together to achieve your goals
Our team of finance and customer service professionals are here to help you manage your wealth. We 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
Wealth Advisor
Kathryn Low, CFP
Wealth Advisor
Rumaan Fatema
Senior Wealth Associate
David Zhou CFA
Senior Wealth Associate
Brett Neufeld
Senior Wealth Associate
