David W. Spinney, MA (Econ), CIM®, FCSI®
Senior Investment Advisor And Portfolio Manager
By taking a long-term, research and value-based approach, David has been helping his clients reach their financial goals for over two decades. He excels at identifying and leveraging market opportunit...
Read more Vibhor Garg, BSc (Mathematics), HBA, MA
Associate Advisor
Vibhor transitioned into the role of Associate Advisor after nearly 20 years work experience in the non-profit sector. Holding senior roles at the YMCA, Canada World Youth, Katimavik and Canadian Root...
Read more Diane Guilbault
Client Services Manager
Diane became a welcome addition to our team in 2020. She has over 3 decades of working in the Financial Services Industry. Diane is committed, trustworthy, transparent, and very accommodating. These q...
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