Welcome to the
Next Generation In
Wealth Management
What we do
We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and estate planning.We provide our clients with an entirely holistic approach and a no load advisory relationship to ensure everyone succeeds and prospers together.
Who we are
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.
Leadership Team
Matthew McGrath, CFA
Head of Advisory Channel and Corporate Development
Warren MacKenzie, CA, CPA
Head of Financial Planning
Chris Coholan, HBBA
Portfolio Manager
Steven McMackon, CIM
Portfolio Manager and Senior Financial Analyst
Sandy Beniamin
Head of Client Service and Onboarding
Kevin Fobert, CIM
Portfolio Manager
Matthew Tomasic, CFP, CIM
Portfolio Manager
Thomas Durston, CIM
Portfolio Manager
Luca Ciminelli, CIM
Portfolio Manager
Grant Lycouretzos, BA
Content Marketing Manager
Monika Gabra
Client Service Manager
Patrick Bellmore, CIM
Portfolio Manager
Our Offices
Toronto – Head Office
161 Bay Street, 45th Floor
Toronto, ON M5J 2S1
Etobicoke
3280 Bloor Street W., Central Tower, 12th Floor
Toronto, ON M8X 2X3
Vancouver
666 Burrard Street, Suite 500
Vancouver, BC V6C 3P6
Sarnia
2109 London Line, Unit D
Sarnia, ON N7T 7H2
Welland
50 Division Street
Welland, ON L3B 3Z6
Port Colborne
99 Clarence Street
Port Colborne, ON L3K 3G2
Chatham
3-403 Queen Street
Chatham, ON N7M 2H8
Niagara Falls
4108 Main Street
Niagara Falls, ON L2G 6C2
Winnipeg
1744 Ness Avenue
Winnipeg, MB R3J 0X9
Kitchener
729 Belmont Avenue W
Kitchener, ON N2M 1P3
Calgary
604-5920 Macleod Trail S.W.
Calgary, AB T2H 0K2
Regina
855 Arcola Avenue
Regina, SK S4N 0S9