Robert Levine, BA
Investment Advisor, Portfolio Manager
Robert brings nearly 30 years of experience as a trusted Investment Advisor and Portfolio Manager. His commitment to client success and exceptional service has helped countless individuals, families, and businesses navigate the complexities of investment management amidst an ever-changing economic landscape.
Robert ensures that he remains at the forefront of market trends and investment opportunities. This dedication to staying informed enables him to provide his clients with the most relevant and effective financial advice. His personalized approach and strategic insights have empowered his clients and the next generation to achieve their financial goals and secure their financial futures.
On a personal note, Robert is happily married to his wife, Rhonda, for nearly three decades and together they are proud parents of two accomplished children. Matthew, who is following his father's footsteps in the field of investment management, and Emma who is pursuing her passion for health sciences at Queen’s University.
Georges Farhat
Client Associate
Georges is an engineer turned finance professional. He holds a Bachelors in Mechanical Engineering from Concordia University. With experience in wealth management, sales, and project management across the span of his 10 year career, Georges prides himself on his due diligence and relentless work ethic to make the best decisions for our clients.
He supports our team by deeply understanding our client's needs and keeping them informed and educated. His day to day tasks include strategically allocating funds, rebalancing accounts, assisting with portfolio reviews, and analyzing investment vehicles to put our clients in the best position for success.
In his free time, Georges enjoys spending time with his fiancée, going on hikes, playing golf, and discovering new coffee shops and restaurants.
Bruno Lazkany
Client Associate
Bruno is a Client Associate who built his early career at CIBC Investor’s Edge, where he was recognized for outstanding client service, attention to detail, and efficient trade execution. A graduate of Concordia University with a Bachelor of Science in Physics, Bruno brings strong analytical thinking to the financial markets and a genuine interest in technical analysis.
In his current role, Bruno supports both clients and the advisory team through investment planning support, trade execution, and the day-to-day coordination of administrative and operational activities. He is known for his reliability, precision, and ability to manage time-sensitive requests with professionalism and care.
Outside of work, he enjoys playing soccer, keeping up with market developments, and spending time with friends and family.