With success comes complexity; with insight comes clarity

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing only the highest level of due diligence and an uncompromised level of service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

Darren Coleman, PFP, CFP^®, CIM^®, FMA, FCSI

Senior Portfolio Manager

Pedro Ostia-Vega

Senior Associate Wealth Advisor

Ryan Connolly, CFP^®, CRPC^®

Senior Financial Planner

Nik Zabaljac, CIM^®, CFP^®

Associate Portfolio Manager

Neil Vyas, CFP^®

Associate Wealth Advisor and Financial Planner

Katie Power

Lead Administrator

Kristian Borean, CPA, MAcc

Portfolio Analyst

Carolina Altamirano, CFP^®, CRPC^®

Financial Planner

Ruby Fernandes

Brand Administrator & Senior Financial Advisor Assistant

Dynamic thinking makes a difference

If you find yourself with multiple competing objectives; if your life takes you across the border and into legislative issues; or if you are approaching retirement without a clear plan, as someone facing complex financial challenges, what you need most are the right answers at the right time.

Introducing clarity

In other words, what you need is insight - the insight to focus on what's important to ensure you are on the right path. Over the years, we have developed our capacity to see what others do not, as we have gained experience and a respected status in the industry. We use this level of insight to bring clarity to our clients' wealth.