Contact Our Team

We are Happy to Assist! Call or e-mail us today!

Melanie Chappell

Client Service Specialist

Schedule your appointments

Get set-up on Wealth Tracker

Get online access

Cheque deposits

Make changes to your personal Information

[email protected]

Alison McCulloch

Executive Assistant

All general & separately managed account inquiries including Summit Accounts

Account Resolutions – Taxation, Retirement Accounts, Tax Free Savings Accounts, Retirement Education Savings Plans, Home Buyers Plan, and more

Set-up and change of Frequent Purchase Plans, and other Systematic Plans

Account transfers from other institutions, account consolidations, new account set-up

Fund transfers & wires

[email protected]

Sharon Trusty

Insurance Services

Insurance illustrations and policy delivery

Documentation for existing and new insurance policies

Group insurance plans and policies

[email protected]

(416) 756-4071

Vijay Bandlamudi, MBA, CFA, CFP®

Investment Analyst, Licensed Assistant

Research & Analysis, constructing and reviewing client portfolios

[email protected]