Robert Levine, B.A.
Conseiller principal en placement
Robert est un conseiller en placement de confiance depuis 24 ans qui s'est constitué un bloc d'affaires prospère à force de dévouement et d'attachement au succès de ses clients et au service. Il prend grand soin de comprendre la situation financière et les objectifs de chaque client pour pouvoir lui proposer les meilleures solutions de placement pour l'aider à atteindre ses objectifs. Sur un plan personnel, Robert est marié à Rhonda depuis 20 ans. Ils ont deux enfants, Matthew et Emma. Robert demeure actif en jouant au hockey, en pratiquant le yoga et en jouant au golf en été. Il est très impliqué dans son club de golf et est actuellement en poste au Conseil d'administration pour un mandat de deux ans. Robert et sa famille participent aussi à divers organismes de bienfaisance, notamment ceux qui cherchent à trouver des remèdes au sein de la Fondation Crohn et Colite Canada et la Fondation de l'Hôpital de Montréal pour enfants.
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.