2 Robert Speck Parkway, Suite 1600
Mississauga, Ontario L4Z 1H8
905-848-1300 or 1-800-665-1856

Helping Clients*

Our advisors are here to help you make sense of your total wealth picture. We take a broad view of your state of affairs to create a more complete wealth management strategy including, but not limited to, investments, insurance, estate & trust planning and banking services. We offer a full range of investment options to help achieve your financial goals from traditional brokerage services to in depth planning and fee based investing. We invite you to let one of our experienced advisors help create solutions for you and your family.

Name Position Website Phone
Carmine Balestra Associate Director, Wealth Advisor www.balestraadvisory.ca 905-896-6475
Garth Bechtel Senior Wealth Advisor www.bechtelgroup.ca 905-896-6484
Marc Henein Senior Wealth Advisor www.marchenein.ca 905-896-6452
John Hynes Wealth Advisor www.khadvisory.com 905-896-6210
Andreas Kiedrowski Wealth Advisor www.khadvisory.com 905-896-6485
Mitch Robinson Director, Wealth Management & Portfolio Manager www.mitchelrobinson.ca 905-896-6483
Edward Svetek Senior Wealth Advisor, Associate Portfolio Manager www.curowsvetekgroup.com 905-896-6489
Greg Symons Senior Wealth Advisor, Associate Portfolio Manager www.gregsymons.ca 905-896-6183
Chris Frook Wealth Advisor www.chrisfrook.ca 519-370-0023
Danish Shaikh Wealth Advisor 905-896-6463
 
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