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
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
Sharon Trusty
Insurance Services
Insurance illustrations and policy delivery
Documentation for existing and new insurance policies
Group insurance plans and policies
(416) 756-4071
Vijay Bandlamudi, MBA, CFA, CFP®
Investment Analyst, Licensed Assistant
Research & Analysis, constructing and reviewing client portfolios