Contact us
We are committed to exceptional client service.
Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.
Our address
80 King Street, Suite 705
St. Catharines, Ontario
L2R 7G1, Canada
+1 800.265.7416
905.688.9722
Name | Position | Phone |
---|---|---|
Joseph Viola | Senior Wealth Advisor, Portfolio Manager | 365-855-3142 |
Grierson Salter | Senior Wealth Advisor, Portfolio Manager | 905.641.7724 |
Scott Brown | Wealth Advisor | 905.688.7292 |
Kerri Latchman | Senior Financial Planner | 289.242.9951 |
John Julien | Investment Associate | 289.241.6594 |
Peter Jugley | Investment Associate | 365.855.1593 |
Kathy Henderson | Senior Associate | 905.641.7701 |
Roana Wu | Senior Associate | 905.641.7719 |
Kathy Harten | Senior Associate | 905.641.7704 |
Caileigh Levely-Connolly | Senior Financial Planning Associate | 905.519.7230 |
Julie Shukis | Business Development Associate | 905.688.7730 |
Kylee Stubbert | Administrative Associate | 905.641.7726 |