Advisors

Dan started with us in 2013 and has been a financial planner in this office since 2016. He worked closely with his father, Leonard, before Len retired, developing a thorough understanding of the industry and client management. He has not just adopted our viewpoints and how we work with clients; he has made valuable contributions to our thinking. I am wholly convinced you will feel very comfortable as well as confident in working with Dan. ....

Catherine joined our team in 2007 as an Administrative Assistant and provides ongoing support to enhance the client experience. She is the first point of contact for most clients when they call or visit our office. By servicing client’s day-to-day requests, processing and following up on security transactions and transfers, handling incoming and outgoing phone calls with clients, she has accumulated a wealth of knowledge and experience in financial services. Her continued commitment to client care makes her a valuable team member...

Laura joined our team in January 2017. Her primary responsibilities are database management, marketing, client services and support for the team. Laura lives in Ancaster with her family...