Our team


Our team

Our team is committed to providing you with the superior wealth management. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short- and long-term needs.

We work with a suite of experts through our region office in the key areas of tax and estate planning, securities, insurance protection, investment lending and business succession to develop a solution that is unique to you. We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.  

Please click on each team member's picture below for more details.

Associate Consultant(s)



Our team has access to a range of specialist resources who can be called upon to provide additional insight and strategies for your financial plan.

  • Basil D’Souza
  • Securities Planning Specialist
    Investors Group Securities Inc. (Member – Canadian Investor Protection Fund)

Your professional support team

Each member of our team is backed by a team of professionals with specialized expertise in tax and estate planning, securities*, insurance protection, investment lending, business succession planning and more. In some situations it may also make sense to involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth.

* Brokerage offered through Investors Group Securities Inc. ( in Québec, a firm in financial planning ).