With over 25 years of financial services experience, Vic is actively engaged in providing comprehensive financial and discretionary investment management services to high net worth families, businesses, trusts and charitable organizations. A graduate of Western University, Vic has earned the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER® designations. Vic and his wife Sarah are longtime residents of Burlington, and together have four children. Vic is involved in causes focusing on the wellbeing of children and families within the community. He is a member of the CFA Institute, Financial Planners Standards Council and the Toronto CFA Society. Vic is a trusted investment professional who will work alongside you at each stage to help you achieve your goals.

Aria combines comprehensive analytical training with a strong track record in customer service. Holding a Bachelor of Commerce degree from McMaster University, with a specialization in personal finance, she is dedicated to providing personalized service, exceptional support and a high standard of client care.

Christina brings over two decades of client service expertise to the team, having built a distinguished career at CIBC since 2001. Known for her responsiveness and care, she excels at delivering a client-first approach while building lasting, trusted relationships.