Frank Francone

Helped a team of physicians at Credit Valley Hospital in Mississauga with their tax, retirement and insurance planning with our accounting and investment professionals.

Walter Maxymiw

Helped the Former Chief of the Department of Dentistry at Princess Margaret Hospital create a tailored investment portfolio while securing insurance protection.

John A. Sloane

Helped a psychiatrist and cancer survivor create a retirement plan he has confidence in.

Graeme J. Taylor

Helped a Mount Sinai Hospital doctor create a personalized estate plan that achieved great results.

Kenneth Montague

Helped a Prominent Toronto dentist and art collector get direction in his investments and practice management.

Stanley Zlotkin

Sick Kids Hospital Medical Staff Association member appreciates services provided.

Dennis Chu

Married doctors appreciated meeting on their busy schedule to give them peace of mind about their financial future.

Erwin Oeschlin

Professional new to Canada compliments our planning process that helped him put a new plan in place.

Keyvan Karkouti

Doctor and wife got their retirement savings on track with a customized plan.

Christine Boutin

Christine appreciates having laid foundation for building a strong retirement.

Paul Custoreri

Worked with dentist and the other members of his practice for over 10 years to help them save on taxes and secure their personal financial goals.

Michael Green

Coburg physician puts his mind at ease with in-depth analysis to be sure his family's financial goals can be reached.

Emad Amer

Pamela Catton

Paul Custoreri

Leslie Goldenberg

Morris Goldfinger

Adam Huber

Mervyn Jackson

Ibrahim Kamel

Mohamed Karmali

Molyn Leszcz

Alex Levin

R.A. Livingstone

G.R. Maxted

Charles Catton

Derek Armstrong

Edward Philips

Martin Kushner

Allan Slomovic

Wrennie Simmonds

Emma Pavlov

Peter McLaughlin

Harold Drutz

L. Zoberman

Wai-Ching Lam

Tara Young

Paul Walfish

Margaret Marcon

Kenneth Montague

Gary Newton

Jeffrey Traubici

Michael Temple

Katherine Vallis