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


3280 Bloor Street W., Central Tower, 12th Floor
Toronto, ON M8X 2X3


666 Burrard Street, Suite 500
Vancouver, BC V6C 3P6


2109 London Line, Unit D
Sarnia, ON N7T 7H2


50 Division Street
Welland, ON L3B 3Z6

Port Colborne

99 Clarence Street
Port Colborne, ON L3K 3G2


3-403 Queen Street
Chatham, ON N7M 2H8

Niagara Falls

4108 Main Street
Niagara Falls, ON L2G 6C2


1744 Ness Avenue
Winnipeg, MB R3J 0X9


729 Belmont Avenue W
Kitchener, ON N2M 1P3


604-5920 Macleod Trail S.W.
Calgary, AB T2H 0K2


855 Arcola Avenue
Regina, SK S4N 0S9


307-9452 51 Avenue N.W.
Edmonton, AB T6E 5A6