Robert brings nearly 30 years of invaluable experience as a trusted Investment Advisor. His commitment to client success and exceptional service has helped countless individuals, families, and businesses navigate the complexities of investment management amidst our ever-changing economic landscape. Robert ensures that he remains at the forefront of market trends and investment opportunities. This dedication to staying informed enables him to provide his clients with the most relevant and effective financial advice. His personalized approach and strategic insights have empowered his clients and the next generation to achieve their financial goals and secure their financial futures. On a personal note, Robert is happily married to his wife, Rhonda, for nearly three decades and together they are proud parents of two accomplished children. Matthew, who is following his father's footsteps in the field of investment management, and Emma who is pursuing her passion for health sciences at Queen’s University.

Georges is a trained professional engineer turned finance professional with experience in account management and sales, customer service, and project management across the span of his 10 year career. He graduated with a Bachelors in Mechanical Engineering and since then has become a licensed options and derivatives trader. Georges prides himself in his due diligence and relentless work ethic to make the best decisions for his clients. He likes to add a personal touch to all his client interactions where his customer service skills truly shine. Georges loves the outdoors, sports, personal training, and sharing good food with friends and family.