Advisors

Clarence Bick

 
 

CLARENCE BICK, MBA, RFP®

Financial Advisor

Investment Advisor Clarence began his financial planning career after graduating from McMaster University in 1983 with a Master of Business Administration (MBA). He also holds Certified Financial Planner (CFP®) designation. Clarence has written investment column articles for the Hamilton Spect...
Read More
 
 

VERA MARKOVIC

Investment Associate

Joining the team in 2001, Vera plays a key role on our team having accumulated a wealth of knowledge over the years. Vera has had diverse experiences in all areas of client management including specialization of Registered Education Savings Plans and Retirement Planning Proj...
Read More
 
 

Davis Bick

Administrative Assistant

Joining the team at the start of 2021, Davis has focused on expanding his knowledge by communicating with clients directly and serving them behind the scenes. Davis has completed the Canadian Securities Course, the Conduct And Practices Handbook course, and is pursuing continuing education courses...
Read More