Contact Us

How to Get in Touch With Our Team

Get Directions to Our Office

Finding the solution to your financial needs is our foremost focus.

Below you will find the contact information of our team of skilled Investment Executives and associates. We take great pride in providing expedient replies to all inquiries.

To learn more about who we we are, please click any of our individual profiles below.

We look forward to speaking with you!

Mailing Address

675 Cochrane Drive, Suite 115
Markham, Ontario
L3R 0B8, Canada
(905) 479-8248


Parking is readily available. Please call if you require more information.

We look forward to seeing you!

Name Position Phone
Neil Stratton Portfolio Manager, Senior Wealth Advisor (905) 479-8244
Michael Black Portfolio Manager, Senior Wealth Advisor (905) 479-8236
Robert Caldarola Associate Portfolio Manager, Wealth Advisor (905) 479-8252
Nashila Malick Investment Associate (905) 479-8249
Brian Cooper Investment Associate (905) 479-8250
Ronald Miu Investment Associate (905) 479-8262
Frank LoPresti Investment Associate (905) 479-8251
Jessica Caldarola Administrative Associate (905) 479-8237
Vicki Laforge Administrative Support Assistant (905) 479-8246
Maria Karavas Administrative Associate (905) 948-4761