Advisors

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...

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...