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Adam Manning

Senior Private Banker

With over 14 years of experience in the financial services industry, Adam is an experienced and dedicated banker. He provides his clients with a full suite of lending and banking solutions, with a deep focus on professionals and corporate business owners. Adam leverages his network to make connections and ensure clients are provided with guidance, advice and introductions to Wealth partners to meet all of their financial goals.

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Shannon Magna

Private Banker

With over 12 years of experience in the financial services industry, Shannon is an experienced and dedicated banker. She provides her clients with a full suite of lending and banking solutions, with a deep focus on professionals and corporate business owners. She leverages her network to make connections and ensure clients are provided with guidance, advice and introductions to Wealth partners to meet all of their financial goals.

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Michael Callaghan

Senior Private Banker

Michael is passionate about wealth management, dedicating the last 30 years of his career helping families navigate the complexity that comes along with wealth accumulation. He supports many multi-generation families in the South Western Ontario market and enjoys meaningful conversations about generational planning and family dynamics. Whether you need assistance with individual components of a financial plan or a comprehensive wealth management strategy, Michael can help you make informed decisions related to your wealth.

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Bhanu Kendall

Private Banker

Being a Private Banker I have the opportunity to work closely with a variety of professionals, business owners and executives to help them achieve their unique wealth goals. I pride myself in taking time to understand what is important to each of my clients to provide sound financial advice and customize solutions to fit their individualized needs. Not only do my clients have a dedicated Private Banker, but a team of professionals supporting them on their wealth path whether it is Investment Management, Comprehensive Financial Planning or Trust & Estate Planning. I draw on over 10 years of banking experience and expertise to provide a seamless client service experience.

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Anita Hansra

Private Banker

Anita has been providing financial services advice to clients for 23 years. Her expertise include; strong credit structuring experience and a focus on building client relationships. Anita works alongside our Senior Private Bankers structuring financing requests to meet the needs of our clients.