David Chan is a highly motivated Investment Advisor, father of three loving children and married to Lynda who is also his business partner. 

With over 18 years of experience, David places a large emphasis on diversification not only among asset classes, but also by regional exposure and sector weightings. His success is a direct result of his understanding of the risk reward model for each of his clients and truly believes in long-term investing. David emphasises superior quality service and ensures that always "doing what is in the best interest of the client" is continuously respected. David believes in educating his clients on the fundamentals of financial investing and planning. He is strategic in his thinking and is very highly ethical in his decision process. Over the years, David's clients have benefited from his vision and understanding of the global markets, and his ability to communicate the true facts. 

David is a graduate of Concordia University and holds a bachelor in Economics. He spent eight years as a front line Manager with a large pension plan administrator before moving his practice to the full service brokerage business. When David is not in the office, he enjoys spending quality time in the outdoors mainly golfing, fishing and skiing.

Lynda Marcogliese is an Associate Investment Advisor. Her focus is to help clients get a better understanding of the numerous financial products available to them and create investment strategies that are best aligned to meet their financial goals and objectives. She strongly believes that by providing clients with a better understanding of the complexities of financial workings and the options available to them, they will be in a better position to manage their money more effectively thereby earning more income in a tax-efficient manner. She also works closely with clients to develop concrete retirement plans. 

With over 25 years of experience in the financial services industry, Lynda has been responsible for numerous complex business projects including mergers and acquisitions, business reorganizations and systems integration. Prior to her role as an Associate Investment Advisor, Lynda held various senior management and executive positions in the Registry and Stock Transfer business with major financial institutions. 

Lynda is a graduate of Concordia University and holds a bachelor in Economics. She is also on the Advisory Board of "Hope for Life Children of the World" a non-profit organization which helps children around the world increase their life expectancy.