Kevin works with a number of individual, family and corporate clients and has extensive knowledge in both direct and managed fixed income and equity investing, personal and corporate investment planning, trusts and estates. Kevin is a registered Portfolio Manager and holds the Chartered Investment Manager (CIM®) and the Fellow of CSI (FCSI) designations.

Divij is an Associate Investment Advisor and is actively involved in the ongoing management of a number of client relationships. Divij shares a strong commitment to providing exceptional client service and takes great pride in working with clients to ensure they achieve their financial goals. Divij has a Bachelor of Science degree from the University of Toronto, has completed the Canadian Securities Course, Wealth Management Essentials Course and has obtained the Chartered Investment Manager (CIM®) designation.

Peter is a Financial Associate and is responsible for all aspects of the day-to-day operations including account administration, client communication and addressing various client needs as they arise. Peter is a licensed registered representative who has been in the industry for over 8 years and currently holds the Qualified Associate Financial Planner (QAFP) designation while working towards his Chartered Investment Manager designation.