Boris combines knowledge and experience with a one-on-one approach to design financial solutions that manage your wealth comprehensively using a diversified strategy in a way best suited to your needs and your goals. Boris believes in gaining a full understanding of each individual's unique circumstances through regular contact and interaction. His integrity, dedication and expertise are the driving force behind his commitment to your successful financial well-being.

Joe has a disciplined approach to achieving financial success. He understands what it takes to grow, protect and transfer wealth and uses the team's refined process to create personalized financial projections. Joe is passionate about helping people and has a strong entrepreneurial spirit. His enthusiasm and drive help you map out the best approach to maximize your gain, resulting in a comfortable retirement.

Lindsay has a passion for the investment industry and brings over 10 years of industry experience to the team. Lindsay is a Client Associate, who is industry registered and committed to continually expanding her knowledge and expertise through ongoing education.

Lindsay is committed to excellence and believes in providing exceptional service to build long-term client relationships.

With over 20 years of experience in the banking and finance industry, Jenilee is dedicated to delivering exceptional customer satisfaction through meticulous attention to detail and a strong focus on building and nurturing client relationships.

Jenilee is a Client Associate whose commitment to continued education ensures that she will bring the highest quality of service and expertise to every client interaction.