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Our dedicated team of professionals is here to help contribute to your success, with solutions-oriented experience and expertise for all of your investment needs.

Oakville | GTA West Branch

Todd Adams

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Carlos Casanova

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CS Wealth Advisory Group

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Marcus Cox

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Derek Graham

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Kelly Strutt Group

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The Kingsmill Wealth Management Team

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Garry Kwan

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Peter Lambert

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Jonathan Lin

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Dana Lum & Associates Wealth Advisory

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David McFarlane,CFP,CIM

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Joey Pang

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RVG Advisory

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Christopher Whike

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Jordan Winter, CIM®, FCSI®

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The Boughton Group

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