Your team of specialized and accredited professionals is composed of individuals who have a vested interest in ensuring your experiences in service, communication, and financial performance exceed your expectations.
Adam is a Certified Financial Planner and Chartered Investment Manager. He assists with constructing personalized financial plans and ensures they are tax-efficient. When he's not in the office, Adam teaches several accredited courses in financial planning at various levels of expertise to both advisors and investors. He enjoys staying active in a number of team and individual sports, is an avid cook, and devotes time to the Hillel Lodge Long-Term Care Foundation.
Steven has a varied background that includes teaching, writing and investment management. He also has vast trading knowledge in derivatives (options etc.) and other specialized strategies. Steven works predominately on securities research, account trading and assists in portfolio construction. When he’s away from his computer, Steven enjoys travelling, calisthenics, mixed martial arts and is a world traveler.
Janet has over 36 years of experience in the financial services industry spanning various roles and financial institutions. Janet is responsible for coordinating client appointments, facilitating account transfers and troubleshooting client account administration. When Janet is outside the office, she enjoys baking delicious tiramisus and spends as much time as she can with her grandson Liam.
Natalie has spent 4 years in the financial services industry and has become quite versatile in her role and duties throughout that time. Natalie has come to be responsible for client on-boarding, private equity subscriptions, account transfers, as well as administrative duties and the reception desk. In the evenings, Natalie can be found on the softball field or on the soccer pitch. She also loves to spend her down time with her Siberian Husky, Keesha
Kyle is a recent graduate out of Carleton University’s Sprott School of Business completing his Bachelor of Commerce with a concentration in Finance. Joining the team as a Research Associate, Kyle assists with the day-to-day activities in securities trading, research, and helping clients. Kyle is currently working towards the CFA designation, and in his free time enjoys hockey, hiking and is an avid golfer.