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Pursing a better
investment Experience

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OUR APPROACH

Financial Tools
& Calculators

Explore our financial tools and calculators to make informed decisions and take control of your financial future.

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INSIGHTS

Welcome to our Resource Center, your go-to place for blogs, FAQs, tools, and calculators. Discover valuable insights and resources to help you make informed financial decisions.

Meet the Team

Empowering Your Journey, ​
Every Step of the Way​

Meet the
Team

OUR CORE VALUES

Our clients mean
the world to us

Our clients are at the heart of everything we do. Each day, we strive to make a meaningful impact, guiding you toward your personal and financial goals. As your dedicated champions, we support you throughout your journey because you truly matter to us.

Meet some of the people who help power your client experience

Meet some of the people who help power your client experience

Frank Danielson
B.Ed, CFP®
Senior Financial Planner
Ray Glicksohn
B.Comm, CFP®, CIM
Senior Financial Planner
David Woo
B.Comm, CFP®, CIM, RFP
Senior Financial Planner
Tony Morgan

Financial Planner
Adam Crompton
B.Comm, CFP®, CFA
Financial Planner
Alex Lam
B.Comm, CIM®, CFP®
Associate Financial Advisor
Janet Gilray
Client Service Manager

Oxana Kosonogova
Senior Client Service Associate
Olena Buiakova
Client Service Associate
Hailey Andrews
Client Service Associate

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Appointment

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