Lorne Weiss, CIM®
Portfolio Manager
Senior Investment Advisor
Lorne Weiss began working in financial services in 1985 and has benefited from a broad range of industry experience. He is passionate about supporting his clients, with many of whom he has formed strong friendships over the years. Lorne places a strong focus on estate planning as he helps his clients achieve their various financial and investment goals. He is also passionate about getting involved in the community and has taught financial planning at Seneca College for many years.
Jason Cunliffe, CIM®
Investment Advisor
Jason Cunliffe has been in the investment industry for over 15 years, with a strong focus on wealth management. He enjoys working closely with his clients to help them achieve their short- and long-term financial goals. Jason and his spouse have two young daughters, and they enjoy travelling, hiking, biking and spending time outdoors together.
Lorne Weiss, CIM®
Lorne Weiss began working in financial services in 1985 and has benefited from a broad range of industry experience. He is passionate about supporting his clients, with many of whom he has formed strong friendships over the years. Lorne places a strong focus on estate planning as he helps his clients achieve their various financial and investment goals. He is also passionate about getting involved in the community and has taught financial planning at Seneca College for many years.
Jason Cunliffe, CIM®
Jason Cunliffe has been in the investment industry for over 15 years, with a strong focus on wealth management. He enjoys working closely with his clients to help them achieve their short- and long-term financial goals. Jason and his spouse have two young daughters, and they enjoy travelling, hiking, biking and spending time outdoors together.