Marc, an insurance licensed Investment Advisor since 1994, applies his extensive experience in Private Wealth Management by tailoring unique investment plans to suit each individual’s and business owner’s needs, goals and circumstances.

With an MBA, BA in Economics and a Professional Financial Planning designation, Marc instills trust and confidence in his clients while focusing on research, equities, fixed income, structured products and other high net worth strategies to provide stable returns on their investments through a variety of market and economic conditions.

Marc shares his passion for fast cars with his family and can often be found flying around the world class race tracks at the Calabogie Motorsports Park.

John, values every connection and relationship he makes as an insurance licensed Investment Advisor since 1995. He takes pride in ensuring peace of mind in his clients about their investment and wealth management needs.

With a BA in commerce and a Professional Financial Planning designation, he works tirelessly for his clients by researching and monitoring the various markets and investment vehicles, understanding clients' circumstances and how best to serve them with a balanced portfolio to suit their financial objectives and goals.

A true hockey fan, outside of business hours, John can usually be found in a hockey arena with his family either coaching his team, playing or watching a game.

Lee-Anne is dedicated to ensuring complete satisfaction and prompt client attention. She brings with her over 27 yrs experience serving clients one on one and is a welcomed addition to the team.

Focusing on daily administration tasks and servicing of client accounts related to dividends, stock splits, entering orders and facilitating client transactions and fund transfers.

Before joining the team, Lee-Anne was a hairstylist with a successful home based studio and outside or work hours she can still be found enjoying this creative outlet.